We are live on ! Find out more

347 hedge funds and large institutions have $7.04B invested in Axalta in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 131 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $211M | Put options by funds: $93.3M

0.01% more ownership

Funds ownership: 100.39%100.4% (+0.01%)

1% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 131

4% less funds holding

Funds holding: 361347 (-14)

6% less capital invested

Capital invested by funds: $7.46B → $7.04B (-$418M)

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
347
Holders Change
-14
Holders Change %
-3.88%
% of All Funds
7.93%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
41
Increased
130
Reduced
131
Closed
52
Calls
$211M
Puts
$93.3M
Net Calls
+$117M
Net Calls Change
+$81.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
376
Global Endowment Management
North Carolina
-$310K -10,230 Closed
SCC
377
Spring Creek Capital
Kansas
-$271K -8,925 Closed
SO
378
STRS Ohio
Ohio
-$267K -8,827 Closed
QSS
379
Quantitative Systematic Strategies
Florida
-$249K -8,217 Closed
William Blair & Company
380
William Blair & Company
Illinois
-$229K -7,560 Closed
BCA
381
Berman Capital Advisors
Georgia
-$219K -6,984 Closed
STA
382
Summit Trail Advisors
New York
-$79K -2,618 Closed
GFP
383
Gryphon Financial Partners
Ohio
-$56K -1,847 Closed
BCA
384
Bay Colony Advisors
Massachusetts
-$42K -1,400 Closed
CFN
385
Cordasco Financial Network
Florida
-$42K -1,391 Closed
BCP
386
Blackhawk Capital Partners
Wisconsin
-$26K -870 Closed
TAM
387
Trust Asset Management
Texas
-$24K -795 Closed
IWP
388
Icon Wealth Partners
Texas
-$14K -465 Closed
GT
389
Glenmede Trust
Pennsylvania
-$13K -419 Closed
TFS
390
TrustCore Financial Services
Tennessee
-$11K -373 Closed
SPIA
391
Steward Partners Investment Advisory
New York
-$10K -320 Closed
LF
392
Lee Financial
Texas
-$7K -233 Closed
OIA
393
OneDigital Investment Advisors
Kansas
-$5K -185 Closed
NL
394
NVWM LLC
Pennsylvania
-$2K -75 Closed
PIA
395
Piedmont Investment Advisors
North Carolina
-$2K -50 Closed
ZB
396
Zions Bancorporation
Utah
-$1K -24 Closed
GWS
397
Glassman Wealth Services
Virginia
-$150 -5 -28%
CAG
398
Csenge Advisory Group
Florida
+$270 +9 New

AXTA Hedge Fund Activity: Q3 2018 in Review

347 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Axalta (AXTA) for Q3 2018, worth a combined $7.04B — down 5.6% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AXTA and 41 opened new positions — a net loss of 11 holders — while 131 trimmed existing stakes and 130 added.

The largest buyer was Fidelity Investments, adding an estimated $89.2M. The largest seller was Soroban Capital Partners, cutting an estimated $113M.

  • 347 institutional investors held Axalta (AXTA) as of Q3 2018, down from 361 in Q2 2018.
  • Funds reported $7.04B of Axalta stock for Q3 2018, down 5.6% quarter-over-quarter.
  • 41 funds opened new Axalta positions in Q3 2018 and 52 closed out, a net change of -11 holders.
  • The largest Axalta buyer in Q3 2018 was Fidelity Investments, an estimated $89.2M added.
  • The largest Axalta seller in Q3 2018 was Soroban Capital Partners, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2018.