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Axalta
AXTA

365 hedge funds and large institutions have $7.53B invested in Axalta in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 135 increasing their positions, 125 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

14% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $18.9M

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

8% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 125

1% more funds holding

Funds holding: 363 → 365 (+2)

0% more capital invested

Capital invested by funds: $7.53B → $7.53B (+$1.71M)

1.23% less ownership

Funds ownership: 100.72% → 99.48% (-1.2%)

Holders
365
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
5.26%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
49
Increased
135
Reduced
125
Closed
44
Calls
$21.6M
Puts
$18.9M
Net Calls
+$2.72M
Net Calls Change
-$15.1M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$130M
2
5NCM
59 North Capital Management
Texas
+$54M
3
Goldman Sachs
Goldman Sachs
New York
+$44.8M
4
LWCA
Locust Wood Capital Advisers
New York
+$40.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$35.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$168M
2
Boston Partners
Boston Partners
Massachusetts
-$144M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$63.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$34.8M
5
WAM
Weiss Asset Management
Massachusetts
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
251
Simplicity Wealth
New Jersey
$323K +$307K +9,390 New
RJFSA
252
Raymond James Financial Services Advisors
Florida
$321K +$15.2K +466 +5%
SCM
253
Shelton Capital Management
Colorado
$320K -$12K -367 -4%
AC
254
AXQ Capital
New Jersey
$316K +$301K +9,200 New
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$312K +$8.3K +254 +3%
JFG
256
Jefferies Financial Group
New York
$311K +$295K +9,044 New
SWS
257
SYSTM Wealth Solutions
Illinois
$300K -$119K -3,644 -29%
PA
258
Profund Advisors
Maryland
$300K +$51.1K +1,563 +22%
M&T Bank
259
M&T Bank
New York
$297K -$17.2K -528 -6%
TAM
260
Tocqueville Asset Management
New York
$289K – – –
SEC
261
Seven Eight Capital
New York
$286K -$2.11M -64,489 -89%
WSTAM
262
Wilbanks Smith & Thomas Asset Management
Virginia
$285K – – –
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$279K -$849 -26 -0.3%
AS
264
AM Squared
Hong Kong
$267K +$254K +7,771 New
SAM
265
Storebrand Asset Management
Norway
$253K -$480K -14,696 -67%
HighTower Advisors
266
HighTower Advisors
Illinois
$252K +$12.5K +382 +5%
GC
267
Globeflex Capital
California
$251K – – –
PTC
268
Petrus Trust Company
Texas
$248K -$464K -14,206 -66%
KPWS
269
Kestra Private Wealth Services
Texas
$247K +$686 +21 +0.3%
CTC
270
Cetera Trust Company
Minnesota
$246K -$14.7K -450 -6%
CC
271
Corton Capital
Ontario, Canada
$241K -$75.2K -2,302 -25%
NWA
272
New World Advisors
Massachusetts
$237K -$29.4K -900 -12%
GL
273
Graypoint LLC
New York
$228K -$89.8K -2,750 -29%
CAN
274
Cetera Advisor Networks
California
$228K -$27.3K -837 -11%
EI
275
Ellevest Inc
New York
$227K +$5.46K +167 +3%
9 10
11
12 13

AXTA Hedge Fund Activity: Q1 2024 in Review

365 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Axalta (AXTA) for Q1 2024, worth a combined $7.53B — up 0.02% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AXTA positions and 44 closed out — a net gain of 5 holders — while 135 added to existing stakes and 125 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $130M. The largest seller was Morgan Stanley, cutting an estimated $168M.

  • 365 institutional investors held Axalta (AXTA) as of Q1 2024, up from 363 in Q4 2023.
  • Funds reported $7.53B of Axalta stock for Q1 2024, up 0.02% quarter-over-quarter.
  • 49 funds opened new Axalta positions in Q1 2024 and 44 closed out, a net change of +5 holders.
  • The largest Axalta buyer in Q1 2024 was Victory Capital Management, an estimated $130M added.
  • The largest Axalta seller in Q1 2024 was Morgan Stanley, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2024.