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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
Nomura Asset Management
301
Nomura Asset Management
Japan
$50.6K – – –
AWM
302
Atticus Wealth Management
Florida
$49.3K – – –
RCM
303
Raleigh Capital Management
North Carolina
$47.9K +$42.2K +1,410 New
NA
304
NewEdge Advisors
Louisiana
$43.6K -$3.83K -128 -9%
EWA
305
EverSource Wealth Advisors
Alabama
$37.6K +$1.08K +36 +3%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$35.5K +$10.1K +338 +48%
ACM
307
Aquatic Capital Management
Illinois
$34K +$29.9K +1,000 New
QL
308
Quarry LP
New York
$30.6K +$27K +900 New
LC
309
Lindbrook Capital
California
$26.8K +$6.35K +212 +37%
EC
310
EntryPoint Capital
New York
$23.6K +$20.8K +696 New
FHA
311
First Horizon Advisors
Tennessee
$22.5K +$839 +28 +4%
SC
312
Shay Capital
New York
$22.1K +$15K +500 +333%
GI
313
GAMMA Investing
California
$21K +$19.4K +648 New
FFA
314
Farther Finance Advisors
California
$17.9K +$7.52K +251 +91%
PCM
315
Peregrine Capital Management
Minnesota
$15.6K – – –
UB
316
UMB Bank
Missouri
$14.8K +$13.1K +437 New
AF
317
Allworth Financial
California
$14.3K +$8.6K +287 +216%
CI Investments Inc
318
CI Investments Inc
Ontario, Canada
$12K – – –
CFGS
319
Concourse Financial Group Securities
Alabama
$11.7K +$1.47K +49 +17%
PTC
320
Private Trust Company
Ohio
$9.65K – – –
C
321
Covestor
United Kingdom
$9K – – –
WIA
322
Wetzel Investment Advisors
Indiana
$9K +$7.82K +261 New
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$8.46K +$2.4K +80 +47%
AWM
324
Avior Wealth Management
Nebraska
$7.88K +$6.95K +232 New
ASN
325
Advisory Services Network
Georgia
$7.78K +$6.86K +229 New
11 12
13
14 15

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.