We are live on ! Find out more

186 hedge funds and large institutions have $5.99B invested in Axalta in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 34 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $2.84M

185% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 34

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

0.99% less ownership

Funds ownership: 101.27%100.27% (-0.99%)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

3% less funds holding

Funds holding: 191186 (-5)

22% less capital invested

Capital invested by funds: $7.7B → $5.99B (-$1.71B)

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
5.19%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.31%
New
42
Increased
97
Reduced
34
Closed
45
Calls
$11.7M
Puts
$2.84M
Net Calls
+$8.84M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$1.77B -$1.03B -34,500,000 -33%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$588M +$95.1M +3,199,474 +16%
Goldman Sachs
3
Goldman Sachs
New York
$322M +$96.3M +3,241,940 +34%
MG
4
Meritage Group
California
$276M +$62.9M +2,116,643 +24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$241M +$39M +1,311,612 +16%
Wells Fargo
6
Wells Fargo
California
$215M +$673K +22,637 +0.3%
Franklin Resources
7
Franklin Resources
California
$208M +$62.5M +2,102,589 +34%
Select Equity Group
8
Select Equity Group
New York
$137M +$460K +15,478 +0.3%
Jennison Associates
9
Jennison Associates
New York
$125M +$45.7M +1,538,135 +45%
IIM
10
Ivory Investment Management
New York
$122M +$66M +2,222,224 +86%
Citadel Advisors
11
Citadel Advisors
Florida
$105M +$62.7M +2,109,696 +104%
BIT
12
BlackRock Institutional Trust
California
$100M +$10.3M +347,996 +10%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$92.1M +$8.75M +294,599 +9%
CCM
14
Conatus Capital Management
Connecticut
$79.7M +$21.8M +735,239 +31%
SCA
15
Southpoint Capital Advisors
New York
$76M +$89.1M +3,000,000 New
IAM
16
Iridian Asset Management
Connecticut
$75.4M -$25.9M -872,083 -23%
EC
17
Eminence Capital
New York
$68.7M +$80.6M +2,712,104 New
PIMC
18
Praesidium Investment Management Company
New York
$64.4M +$48.4M +1,630,357 +179%
KCM
19
Kingdon Capital Management
New York
$58.4M +$33.4M +1,123,800 +95%
AC
20
Axon Capital
New York
$57.2M +$16.2M +546,429 +32%
SCM
21
SAB Capital Management
New York
$53.4M +$62.7M +2,109,168 New
State Street
22
State Street
Massachusetts
$51.6M +$9.59M +322,905 +19%
PI
23
Putnam Investments
Massachusetts
$49.6M +$29.7M +997,877 +104%
BG
24
BlackRock Group
United Kingdom
$46.8M +$18.8M +632,843 +52%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$46.8M +$8.8M +296,280 +19%

AXTA Hedge Fund Activity: Q3 2015 in Review

186 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Axalta (AXTA) for Q3 2015, worth a combined $5.99B — down 22% from $7.7B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of AXTA and 42 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 97 added.

The largest buyer was Goldman Sachs, adding an estimated $96.3M. The largest seller was Carlyle Group, cutting an estimated $1.03B.

  • 186 institutional investors held Axalta (AXTA) as of Q3 2015, down from 191 in Q2 2015.
  • Funds reported $5.99B of Axalta stock for Q3 2015, down 22% quarter-over-quarter.
  • 42 funds opened new Axalta positions in Q3 2015 and 45 closed out, a net change of -3 holders.
  • The largest Axalta buyer in Q3 2015 was Goldman Sachs, an estimated $96.3M added.
  • The largest Axalta seller in Q3 2015 was Carlyle Group, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2015.