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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: 321363 (+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: 53 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
Teza Capital Management
Illinois
$922K +$104K +3,483 +15%
HHAM
202
HITE Hedge Asset Management
Massachusetts
$920K -$5.77M -192,639 -88%
First Trust Advisors
203
First Trust Advisors
Illinois
$920K -$20.1M -671,418 -96%
Pictet Asset Management
204
Pictet Asset Management
Switzerland
$916K +$26.7K +892 +3%
HWM
205
Hohimer Wealth Management
Washington
$875K -$28.9K -964 -4%
YIH
206
Y-Intercept (HK)
Hong Kong
$842K -$364K -12,163 -33%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$807K -$77.1K -2,575 -10%
SAM
208
Shell Asset Management
Netherlands
$803K -$213K -7,103 -23%
IIM
209
INTECH Investment Management
Florida
$802K -$352K -11,751 -33%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$793K
NYLIM
211
New York Life Investment Management
New York
$790K -$9.58K -320 -1%
PAM
212
Paradigm Asset Management
New York
$771K -$21K -700 -3%
SAM
213
Storebrand Asset Management
Norway
$750K -$333K -11,131 -34%
NIMI
214
Natixis Investment Managers International
France
$740K +$164K +5,460 +33%
LPL Financial
215
LPL Financial
California
$740K +$182K +6,065 +39%
PTC
216
Petrus Trust Company
Texas
$727K +$641K +21,407 New
DIA
217
Dana Investment Advisors
Wisconsin
$694K -$16.3K -544 -3%
GCM
218
Greenland Capital Management
New York
$679K +$599K +20,000 New
DA
219
Duality Advisers
Florida
$667K -$440K -14,704 -43%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$663K +$104K +3,482 +22%
IMRF
221
Illinois Municipal Retirement Fund
Illinois
$638K
SAM
222
Securian Asset Management
Minnesota
$631K -$6.14K -205 -1%
WLC
223
Walnut Level Capital
Colorado
$594K +$524K +17,500 New
VPIM
224
Vanguard Personalized Indexing Management
California
$582K +$230K +7,669 +81%
Mariner
225
Mariner
Kansas
$577K -$59.6K -1,991 -10%

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.