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Axalta

311 hedge funds and large institutions have $5.68B invested in Axalta in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 88 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

17% more capital invested

Capital invested by funds: $4.85B → $5.68B (+$834M)

12% more funds holding

Funds holding: 278311 (+33)

1.93% less ownership

Funds ownership: 104.39%102.45% (-1.9%)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 117

34% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $23.4M

Holders
311
Holders Change
+33
Holders Change %
+11.87%
% of All Funds
5%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
65
Increased
88
Reduced
117
Closed
29
Calls
$15.3M
Puts
$23.4M
Net Calls
-$8.05M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
276
Cary Street Partners Investment Advisory
Virginia
$5.76K +$5.58K +226 New
RFG
277
RFP Financial Group
Georgia
$5.5K +$5.34K +216 New
MPCL
278
My Personal CFO LLC
Washington
$5.37K +$5.21K +211 New
SWM
279
Spire Wealth Management
Virginia
$5K +$4.67K +189 New
FFA
280
Farther Finance Advisors
California
$4.64K +$4.5K +182 New
EBA
281
Eagle Bay Advisors
New York
$4.43K -$297 -12 -6%
JWA
282
JFS Wealth Advisors
Pennsylvania
$3.92K +$816 +33 +27%
GWS
283
Glassman Wealth Services
Virginia
$3.9K +$3.78K +153 New
BIA
284
Bell Investment Advisors
California
$3.82K
CPG
285
Cornerstone Planning Group
New Jersey
$3.44K +$3.26K +132 New
EARNEST Partners
286
EARNEST Partners
Georgia
$3.39K
SC
287
Schubert & Co
Texas
$3.21K -$667 -27 -18%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$3.16K +$1.75K +71 +134%
AF
289
Allworth Financial
California
$3.08K +$2.25K +91 +303%
NA
290
NewEdge Advisors
Louisiana
$2.86K +$34.5K +1,394 New
ASN
291
Advisory Services Network
Georgia
$2.55K +$2.47K +100 New
NF
292
Norwood Financial
Pennsylvania
$2.55K
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$2.34K +$2.27K +92 New
FA
294
Fiduciary Alliance
South Carolina
$2.27K +$2.2K +89 New
BHWM
295
Beaird Harris Wealth Management
Texas
$2.24K +$2.17K +88 New
SIC
296
SJS Investment Consulting
Ohio
$1.4K +$766 +31 +129%
AF
297
Advisornet Financial
Minnesota
$1.35K +$1.31K +53 New
DI
298
Disciplined Investments
Oklahoma
$1.17K -$74 -3 -6%
VNA
299
Valley National Advisers
Pennsylvania
$1K
BTI
300
Blue Trust Inc
Georgia
$1K +$766 +31 +221%

AXTA Hedge Fund Activity: Q4 2022 in Review

311 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Axalta (AXTA) for Q4 2022, worth a combined $5.68B — up 17% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AXTA positions and 29 closed out — a net gain of 36 holders — while 88 added to existing stakes and 117 trimmed.

The largest buyer was Millennium Management, adding an estimated $126M. The largest seller was Rivulet Capital, cutting an estimated $41.4M.

  • 311 institutional investors held Axalta (AXTA) as of Q4 2022, up from 278 in Q3 2022.
  • Funds reported $5.68B of Axalta stock for Q4 2022, up 17% quarter-over-quarter.
  • 65 funds opened new Axalta positions in Q4 2022 and 29 closed out, a net change of +36 holders.
  • The largest Axalta buyer in Q4 2022 was Millennium Management, an estimated $126M added.
  • The largest Axalta seller in Q4 2022 was Rivulet Capital, an estimated $41.4M sold.

Based on aggregated 13F filings for Q4 2022.