We are live on ! Find out more

300 hedge funds and large institutions have $7.26B invested in Axalta in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 79 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 79

20% more call options, than puts

Call options by funds: $7.79M | Put options by funds: $6.5M

2.19% more ownership

Funds ownership: 101.05%103.24% (+2.2%)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

1% less funds holding

Funds holding: 303300 (-3)

7% less capital invested

Capital invested by funds: $7.84B → $7.26B (-$579M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
300
Holders Change
-3
Holders Change %
-0.99%
% of All Funds
7.48%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.27%
New
51
Increased
129
Reduced
79
Closed
51
Calls
$7.79M
Puts
$6.5M
Net Calls
+$1.28M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$675M
BlackRock
2
BlackRock
New York
$541M +$27.3M +904,466 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$535M +$10.1M +332,719 +2%
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$298M +$9.31M +308,016 +3%
DSA
5
Davis Selected Advisers
Arizona
$272M +$65.7M +2,173,915 +30%
Norges Bank
6
Norges Bank
Norway
$268M -$11.6M -383,834 -4%
FP
7
FPR Partners
California
$239M +$53.6M +1,772,235 +27%
SA
8
SQ Advisors
Florida
$219M +$25.3M +836,273 +12%
Franklin Resources
9
Franklin Resources
California
$217M -$1.72M -57,051 -0.8%
DVI
10
Deccan Value Investors
Connecticut
$210M -$221K -7,300 -0.1%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$168M -$1.21M -40,042 -0.7%
SIG
12
Senator Investment Group
New York
$145M -$12.3M -407,150 -8%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$125M -$15.2M -503,881 -10%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$119M +$5.75M +190,344 +5%
TAM
15
Timucuan Asset Management
Florida
$110M +$1.79M +59,205 +2%
SCM
16
Sterling Capital Management
North Carolina
$109M +$110K +3,646 +0.1%
State Street
17
State Street
Massachusetts
$109M +$3.71M +122,647 +3%
BWA
18
Brave Warrior Advisors
New York
$109M -$2.87M -95,062 -2%
PIMC
19
Praesidium Investment Management Company
New York
$99.4M +$3.18M +105,130 +3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$98.8M -$3.89M -128,683 -4%
CB
21
Cooke & Bieler
Pennsylvania
$95.4M -$1.21M -39,909 -1%
Artisan Partners
22
Artisan Partners
Wisconsin
$94.9M +$99.2M +3,280,899 New
Bessemer Group
23
Bessemer Group
New Jersey
$82.2M +$2.48M +82,130 +3%
Goldman Sachs
24
Goldman Sachs
New York
$76.7M +$9.24M +305,543 +13%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$72.3M +$8.78M +290,346 +13%

AXTA Hedge Fund Activity: Q3 2017 in Review

300 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Axalta (AXTA) for Q3 2017, worth a combined $7.26B — down 7.4% from $7.84B a quarter earlier.

Fund positioning in AXTA was balanced in Q3 2017: 51 funds opened new positions, 51 closed out, 129 added to existing stakes and 79 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $99.2M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $180M sold.

  • 300 institutional investors held Axalta (AXTA) as of Q3 2017, down from 303 in Q2 2017.
  • Funds reported $7.26B of Axalta stock for Q3 2017, down 7.4% quarter-over-quarter.
  • 51 funds opened new Axalta positions in Q3 2017 and 51 closed out, a net change of 0 holders.
  • The largest Axalta buyer in Q3 2017 was Artisan Partners, an estimated $99.2M added.
  • The largest Axalta seller in Q3 2017 was Iridian Asset Management, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2017.