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Axalta
AXTA

Overview Fund Activity

362 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, 137 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+42
Holders Change %
+13.13%
% of All Funds
5.31%
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
137
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
$358M
2
Victory Capital Management
Victory Capital Management
Texas
$199M
3
LWCA
Locust Wood Capital Advisers
New York
$66.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$464M
5
5NCM
59 North Capital Management
Texas
$73.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$242M
2
Millennium Management
Millennium Management
New York
$26.7M
3
Fidelity International
Fidelity International
Bermuda
$27.1M
4
HRCM
Hawk Ridge Capital Management
California
$54.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
326
VitalStone Financial
Texas
$7K +$7K +209 New
EC
327
EdgeRock Capital
Colorado
$6.88K +$6.88K +211 New
NS
328
NBC Securities
Alabama
$6K – – –
Nisa Investment Advisors
329
Nisa Investment Advisors
Missouri
$5.61K -$26.3K -775 -82%
JWA
330
JFS Wealth Advisors
Pennsylvania
$5.23K -$510 -15 -9%
EBA
331
Eagle Bay Advisors
New York
$5.13K +$306 +9 +6%
TCWA
332
Turtle Creek Wealth Advisors
Texas
$4.89K +$4.89K +144 New
VAG
333
VisionPoint Advisory Group
Texas
$4.59K +$4.59K +135 New
CPG
334
Cornerstone Planning Group
New Jersey
$4.48K – – –
BIA
335
Bell Investment Advisors
California
$4.42K – – –
PFBT
336
Parkside Financial Bank & Trust
Missouri
$4.35K -$1.12K -33 -20%
Mitsubishi UFJ Asset Management
337
Mitsubishi UFJ Asset Management
Japan
$4.12K – – –
CWP
338
Concord Wealth Partners
Virginia
$4.08K -$5.3K -156 -57%
Jones Financial Companies
339
Jones Financial Companies
Missouri
$3.6K +$3.6K +106 New
QC
340
Quent Capital
New York
$3.43K -$4.45K -131 -56%
NF
341
Norwood Financial
Pennsylvania
$3.4K – – –
HI
342
Hoey Investments
Pennsylvania
$3.26K – – –
AF
343
Advisornet Financial
Minnesota
$3.06K +$1.26K +37 +70%
VNA
344
Valley National Advisers
Pennsylvania
$3K +$1.22K +44 +69%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$2.72K – – –
VWM
346
Venturi Wealth Management
Texas
$2.58K +$679 +20 +36%
SIC
347
SJS Investment Consulting
Ohio
$2.38K +$306 +9 +15%
FPF
348
First Pacific Financial
Washington
$2.34K +$2.34K +69 New
AGWCA
349
Annis Gardner Whiting Capital Advisors
Florida
$1.63K -$1.26K -37 -44%
GI
350
Gradient Investments
Minnesota
$1.29K – – –
12 13
14
15 16