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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: 37 (+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: 363365 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$38K +$1.89K +58 +6%
FHA
302
First Horizon Advisors
Tennessee
$27.9K +$4.8K +147 +22%
LC
303
Lindbrook Capital
California
$27.4K +$327 +10 +1%
UB
304
UMB Bank
Missouri
$25.4K +$9.83K +301 +69%
FFA
305
Farther Finance Advisors
California
$25K +$6.5K +199 +38%
EWA
306
EverSource Wealth Advisors
Alabama
$23.6K -$11.6K -356 -32%
GI
307
GAMMA Investing
California
$23K +$719 +22 +3%
RTC
308
Riverview Trust Company
Washington
$19.6K +$18.6K +570 New
RA
309
Rise Advisors
New York
$18.5K +$17.6K +538 New
AF
310
Allworth Financial
California
$16.3K +$1.8K +55 +13%
PCM
311
Peregrine Capital Management
Minnesota
$15.8K
HIM
312
Hillsdale Investment Management
Ontario, Canada
$15.5K +$14.7K +450 New
CI Investments Inc
313
CI Investments Inc
Ontario, Canada
$15K +$3.33K +102 +30%
VWM
314
Venturi Wealth Management
Texas
$12.5K +$9.34K +286 +376%
CFGS
315
Concourse Financial Group Securities
Alabama
$11.9K
NCTC
316
New Covenant Trust Company
Indiana
$11K +$10.5K +321 New
PTC
317
Private Trust Company
Ohio
$9.6K -$163 -5 -2%
AWM
318
Avior Wealth Management
Nebraska
$9.42K +$1.37K +42 +18%
C
319
Covestor
United Kingdom
$9K +$196 +6 +2%
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$8.94K +$359 +11 +4%
PFBT
321
Parkside Financial Bank & Trust
Missouri
$8.25K +$3.66K +112 +88%
CT
322
Colonial Trust
South Carolina
$7.75K
SWM
323
Spire Wealth Management
Virginia
$6.5K -$54.1K -1,656 -90%
AGWCA
324
Annis Gardner Whiting Capital Advisors
Florida
$6.43K +$4.54K +139 +290%
MG
325
Mather Group
Illinois
$6.32K +$6.08K +186 New

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.