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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
XT
376
XTX Topco
Cayman Islands
– -$340K -12,626 Closed
ESCM
377
Echo Street Capital Management
New York
– -$309K -11,500 Closed
GCP
378
GSA Capital Partners
United Kingdom
– -$302K -11,222 Closed
AC
379
AXQ Capital
New Jersey
– -$274K -10,200 Closed
BAM
380
Boyar Asset Management
New York
– -$220K -8,189 Closed
AC
381
ASB Consultores
Florida
– -$202K -7,500 Closed
Lazard Asset Management
382
Lazard Asset Management
New York
– -$15K -576 Closed
RTC
383
Riverview Trust Company
Washington
– -$15.3K -570 Closed
PB
384
Pinnacle Bancorp
Nebraska
– -$8.23K -306 Closed
GIA
385
GHP Investment Advisors
Colorado
– -$7.07K -266 Closed
CCP
386
Carmel Capital Partners
California
– -$6.78K -252 Closed
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
– -$6.08K -226 Closed
RFG
388
RFP Financial Group
Georgia
– -$5.81K -216 Closed
GWS
389
Glassman Wealth Services
Virginia
– -$4.12K -153 Closed
WT
390
Whittier Trust
California
– -$4.01K -149 Closed
EARNEST Partners
391
EARNEST Partners
Georgia
– -$3.58K -133 Closed
BAAM
392
Baker Avenue Asset Management
California
– -$646 -24 Closed
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.