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Axalta
AXTA

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: 321 → 363 (+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: 5 → 3 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$171M
2
Victory Capital Management
Victory Capital Management
Texas
+$167M
3
LWCA
Locust Wood Capital Advisers
New York
+$58.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.8M
5
5NCM
59 North Capital Management
Texas
+$28.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$112M
2
Millennium Management
Millennium Management
New York
-$63.5M
3
Fidelity International
Fidelity International
Bermuda
-$52M
4
HRCM
Hawk Ridge Capital Management
California
-$40.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
276
HighTower Advisors
Illinois
$236K +$209K +6,989 New
GIA
277
Guyasuta Investment Advisors
Pennsylvania
$223K +$197K +6,565 New
MC
278
Machina Capital
France
$219K +$193K +6,450 New
EI
279
Ellevest Inc
New York
$219K -$53.5K -1,787 -22%
SPIA
280
Steward Partners Investment Advisory
New York
$217K -$77.9K -2,600 -29%
MM
281
MQS Management
New York
$211K -$262K -8,739 -89%
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$210K +$185K +6,187 New
Creative Planning
283
Creative Planning
Kansas
$208K +$183K +6,121 New
CIA
284
Concurrent Investment Advisors
Florida
$207K +$182K +6,092 New
BC
285
Bridgefront Capital
Texas
$203K +$179K +5,975 New
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$201K +$177K +5,920 New
US Bancorp
287
US Bancorp
Minnesota
$176K +$18K +601 +13%
AAP
288
Arax Advisory Partners
Colorado
$168K +$3.56K +119 +2%
EIM
289
Essex Investment Management
Massachusetts
$146K -$73.7K -2,461 -36%
KBC Group
290
KBC Group
Belgium
$136K +$14.2K +475 +13%
Bessemer Group
291
Bessemer Group
New Jersey
$135K +$5.87K +196 +5%
Mitsubishi UFJ Trust & Banking
292
Mitsubishi UFJ Trust & Banking
Japan
$113K +$100K +3,339 New
QCG
293
Quadrant Capital Group
Ohio
$111K +$58.2K +1,942 +146%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$104K +$17.2K +575 +23%
KI
295
Kapitalo Investimentos
Brazil
$88K +$77.6K +2,591 New
S
296
SignatureFD
Georgia
$84.8K -$15.1K -503 -17%
TPCW
297
TD Private Client Wealth
New York
$73.1K -$10.3K -343 -14%
PA
298
Parallel Advisors
California
$60.2K +$5.87K +196 +12%
SWM
299
Spire Wealth Management
Virginia
$59.9K +$8.96K +299 +19%
HNB
300
Huntington National Bank
Ohio
$58.9K +$46.7K +1,558 +885%
10 11
12
13 14

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.