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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
WAM
251
Wolverine Asset Management
Illinois
$360K
HSBC Holdings
252
HSBC Holdings
United Kingdom
$358K +$5.6K +187 +2%
FA
253
FDx Advisors
Illinois
$356K
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$330K -$114K -3,802 -28%
SCM
255
Shelton Capital Management
Colorado
$328K -$17.2K -574 -6%
CC
256
Cipher Capital
New York
$322K +$284K +9,483 New
GL
257
Graypoint LLC
New York
$318K -$29.4K -981 -9%
SS
258
Simplicity Solutions
Minnesota
$317K -$133K -4,436 -32%
CC
259
Corton Capital
Ontario, Canada
$316K +$278K +9,298 New
M&T Bank
260
M&T Bank
New York
$311K +$16.7K +556 +6%
RJFSA
261
Raymond James Financial Services Advisors
Florida
$301K -$217K -7,255 -45%
SOW
262
State of Wyoming
Wyoming
$293K -$4.07K -136 -2%
TAM
263
Tocqueville Asset Management
New York
$285K
WSTAM
264
Wilbanks Smith & Thomas Asset Management
Virginia
$282K -$65.9K -2,200 -21%
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$277K -$5.81K -194 -2%
GS
266
GTS Securities
New York
$267K -$9.13K -305 -4%
NWA
267
New World Advisors
Massachusetts
$265K
CTC
268
Cetera Trust Company
Minnesota
$258K +$227K +7,595 New
CAN
269
Cetera Advisor Networks
California
$253K +$223K +7,454 New
Capstone Investment Advisors
270
Capstone Investment Advisors
New York
$252K +$222K +7,424 New
CIS
271
Custom Index Systems
New York
$251K +$221K +7,380 New
PI
272
PEAK6 Investments
Illinois
$251K +$221K +7,375 New
GC
273
Globeflex Capital
California
$248K +$219K +7,300 New
KPWS
274
Kestra Private Wealth Services
Texas
$243K +$214K +7,151 New
PA
275
Profund Advisors
Maryland
$243K +$214K +7,146 New

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.