We are live on ! Find out more

363 hedge funds and large institutions have $7.53B invested in Axalta in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 112 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

120% more call options, than puts

Call options by funds: $32.5M | Put options by funds: $14.8M

28% more capital invested

Capital invested by funds: $5.91B → $7.53B (+$1.62B)

13% more funds holding

Funds holding: 321363 (+42)

1.87% more ownership

Funds ownership: 98.85%100.72% (+1.9%)

19% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 138

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
363
Holders Change
+42
Holders Change %
+13.08%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
76
Increased
112
Reduced
138
Closed
30
Calls
$32.5M
Puts
$14.8M
Net Calls
+$17.8M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
226
United Services Automobile Association
Texas
$573K +$38.3K +1,280 +8%
PS
227
Principal Securities
Iowa
$569K +$501K +16,740 New
CC
228
Centiva Capital
New York
$565K +$498K +16,639 New
QCM
229
Qsemble Capital Management
New York
$560K +$494K +16,480 New
Neuberger Berman Group
230
Neuberger Berman Group
New York
$529K -$784K -26,169 -63%
William Blair Investment Management
231
William Blair Investment Management
Illinois
$525K -$8.15K -272 -2%
TI
232
Tidal Investments
Wisconsin
$523K +$181K +6,037 +64%
SDIC
233
South Dakota Investment Council
South Dakota
$520K +$458K +15,300 New
FHB
234
First Hawaiian Bank
Hawaii
$513K +$42.7K +1,427 +10%
PRC
235
Pearl River Capital
Michigan
$508K +$448K +14,965 New
GF
236
Gabelli Funds
New York
$493K
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$482K -$349K -11,662 -45%
ProShare Advisors
238
ProShare Advisors
Maryland
$477K -$5.6K -187 -1%
QCM
239
Quantinno Capital Management
New York
$455K +$99K +3,307 +33%
CGH
240
Crossmark Global Holdings
Texas
$450K +$23.5K +783 +6%
SN
241
Sittner & Nelson
Oregon
$448K -$15K -500 -4%
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$434K +$17.5K +583 +5%
VCA
243
Verdence Capital Advisors
Maryland
$433K +$1.11K +37 +0.3%
William Blair & Company
244
William Blair & Company
Illinois
$427K +$61.7K +2,060 +20%
MC
245
Maverick Capital
Texas
$426K +$376K +12,550 New
SWS
246
SYSTM Wealth Solutions
Illinois
$420K -$6.29K -210 -2%
Wolverine Trading
247
Wolverine Trading
Illinois
$414K +$365K +12,175 New
CAM
248
Cresset Asset Management
Illinois
$389K +$343K +11,463 New
GC
249
Guggenheim Capital
Illinois
$371K -$64.7K -2,159 -16%
TWC
250
TD Waterhouse Canada
Ontario, Canada
$368K -$7.82K -261 -2%

AXTA Hedge Fund Activity: Q4 2023 in Review

363 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Axalta (AXTA) for Q4 2023, worth a combined $7.53B — up 28% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new AXTA positions and 30 closed out — a net gain of 46 holders — while 112 added to existing stakes and 138 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $171M. The largest seller was Massachusetts Financial Services, cutting an estimated $112M.

  • 363 institutional investors held Axalta (AXTA) as of Q4 2023, up from 321 in Q3 2023.
  • Funds reported $7.53B of Axalta stock for Q4 2023, up 28% quarter-over-quarter.
  • 76 funds opened new Axalta positions in Q4 2023 and 30 closed out, a net change of +46 holders.
  • The largest Axalta buyer in Q4 2023 was Morgan Stanley, an estimated $171M added.
  • The largest Axalta seller in Q4 2023 was Massachusetts Financial Services, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.