We are live on ! Find out more
AXTA icon

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
CT
326
Colonial Trust
South Carolina
$7.74K – – –
VF
327
VitalStone Financial
Texas
$7K +$6.26K +209 New
EC
328
EdgeRock Capital
Colorado
$6.88K +$6.32K +211 New
NS
329
NBC Securities
Alabama
$6K – – –
Nisa Investment Advisors
330
Nisa Investment Advisors
Missouri
$5.61K -$23.2K -775 -82%
JWA
331
JFS Wealth Advisors
Pennsylvania
$5.23K -$449 -15 -9%
EBA
332
Eagle Bay Advisors
New York
$5.13K +$270 +9 +6%
TCWA
333
Turtle Creek Wealth Advisors
Texas
$4.89K +$4.31K +144 New
VAG
334
VisionPoint Advisory Group
Texas
$4.59K +$4.04K +135 New
CPG
335
Cornerstone Planning Group
New Jersey
$4.48K – – –
BIA
336
Bell Investment Advisors
California
$4.42K – – –
PFBT
337
Parkside Financial Bank & Trust
Missouri
$4.35K -$988 -33 -20%
Mitsubishi UFJ Asset Management
338
Mitsubishi UFJ Asset Management
Japan
$4.12K – – –
CWP
339
Concord Wealth Partners
Virginia
$4.08K -$4.67K -156 -57%
Jones Financial Companies
340
Jones Financial Companies
Missouri
$3.6K +$3.17K +106 New
QC
341
Quent Capital
New York
$3.43K -$3.92K -131 -56%
NF
342
Norwood Financial
Pennsylvania
$3.4K – – –
HI
343
Hoey Investments
Pennsylvania
$3.26K – – –
AF
344
Advisornet Financial
Minnesota
$3.06K +$1.11K +37 +70%
VNA
345
Valley National Advisers
Pennsylvania
$3K +$1.32K +44 +69%
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$2.72K – – –
VWM
347
Venturi Wealth Management
Texas
$2.58K +$599 +20 +36%
SIC
348
SJS Investment Consulting
Ohio
$2.38K +$270 +9 +15%
FPF
349
First Pacific Financial
Washington
$2.34K +$2.07K +69 New
AGWCA
350
Annis Gardner Whiting Capital Advisors
Florida
$1.63K -$1.11K -37 -44%
12 13
14
15 16

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.