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359 hedge funds and large institutions have $7.48B invested in Axalta in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 112 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

25% more call options, than puts

Call options by funds: $48.4M | Put options by funds: $38.9M

21% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 112

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 346359 (+13)

1.05% less ownership

Funds ownership: 102.13%101.08% (-1.1%)

7% less capital invested

Capital invested by funds: $8.05B → $7.48B (-$569M)

Holders
359
Holders Change
+13
Holders Change %
+3.76%
% of All Funds
8.23%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
56
Increased
136
Reduced
112
Closed
36
Calls
$48.4M
Puts
$38.9M
Net Calls
+$9.53M
Net Calls Change
+$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
76
Principal Financial Group
Iowa
$11.7M -$45.1M -1,442,917 -79%
Man Group
77
Man Group
United Kingdom
$11.6M +$12.1M +385,764 New
DekaBank Deutsche Girozentrale
78
DekaBank Deutsche Girozentrale
Germany
$11.6M +$9.45M +302,369 +375%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$11.6M +$62.5K +1,999 +0.5%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$11.4M -$509K -16,300 -4%
JP Morgan Chase
81
JP Morgan Chase
New York
$11.2M -$543K -17,374 -4%
CCM
82
Corsair Capital Management
New York
$10.8M -$510K -16,316 -4%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$10.8M -$351K -11,233 -3%
JFG
84
Jefferies Financial Group
New York
$10.6M +$7.89M +252,600 +253%
Legal & General Group
85
Legal & General Group
United Kingdom
$10.3M +$247K +7,897 +2%
EAM
86
Exane Asset Management
France
$10.1M +$10.5M +335,404 New
AA
87
AQR Arbitrage
Connecticut
$10.1M
Asset Management One
88
Asset Management One
Japan
$9.91M -$238K -7,600 -2%
BAM
89
Burgundy Asset Management
Ontario, Canada
$9.75M -$89.3K -2,857 -0.9%
USAA
90
United Services Automobile Association
Texas
$9.22M +$877K +28,058 +10%
CSC
91
Cove Street Capital
California
$9.11M +$9.43M +301,703 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$9.1M +$812K +25,965 +9%
CC
93
Carlson Capital
Texas
$9.02M +$1.53M +48,862 +20%
RP
94
Reinhart Partners
Wisconsin
$8.88M +$103K +3,310 +1%
GIG
95
Goodnow Investment Group
Connecticut
$8.4M +$7.46M +238,576 +603%
Kayne Anderson Rudnick Investment Management
96
Kayne Anderson Rudnick Investment Management
California
$8.21M -$3.51M -112,259 -29%
CS
97
Credit Suisse
Switzerland
$8.16M +$903K +28,906 +12%
APG Asset Management
98
APG Asset Management
Netherlands
$7.98M
SIC
99
Schwartz Investment Counsel
Michigan
$7.78M
LC
100
Loews Corp
New York
$7.7M +$156K +5,000 +2%

AXTA Hedge Fund Activity: Q1 2018 in Review

359 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Axalta (AXTA) for Q1 2018, worth a combined $7.48B — down 7.1% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AXTA positions and 36 closed out — a net gain of 20 holders — while 136 added to existing stakes and 112 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $146M. The largest seller was SQ Advisors, cutting an estimated $238M.

  • 359 institutional investors held Axalta (AXTA) as of Q1 2018, up from 346 in Q4 2017.
  • Funds reported $7.48B of Axalta stock for Q1 2018, down 7.1% quarter-over-quarter.
  • 56 funds opened new Axalta positions in Q1 2018 and 36 closed out, a net change of +20 holders.
  • The largest Axalta buyer in Q1 2018 was Vulcan Value Partners, an estimated $146M added.
  • The largest Axalta seller in Q1 2018 was SQ Advisors, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2018.