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Bath & Body Works

475 hedge funds and large institutions have $5.09B invested in Bath & Body Works in 2018 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 132 increasing their positions, 187 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 90

0% more funds holding

Funds holding: 473475 (+2)

0.62% less ownership

Funds ownership: 90.27%89.64% (-0.62%)

16% less capital invested

Capital invested by funds: $6.07B → $5.09B (-$989M)

19% less call options, than puts

Call options by funds: $127M | Put options by funds: $157M

29% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 187

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
475
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
10.58%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
98
Increased
132
Reduced
187
Closed
90
Calls
$127M
Puts
$157M
Net Calls
-$30.1M
Net Calls Change
+$70.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Advisornet Financial
Minnesota
$8K
PO
402
Private Ocean
California
$8K
RFA
403
Reilly Financial Advisors
California
$8K
NIM
404
NuWave Investment Management
New Jersey
$8K +$7.26K +288 +313%
RA
405
Rational Advisors
New York
$8K +$7.26K +288 +313%
RWA
406
Ropes Wealth Advisors
Massachusetts
$7K -$51.9K -2,059 -86%
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K -$3.1K -123 -26%
PA
408
Parallel Advisors
California
$7K -$1.84K -73 -16%
BGIM
409
Brandywine Global Investment Management
Pennsylvania
$7K +$8.42K +334 New
AIM
410
Advantage Investment Management
Iowa
$6K -$18.2K -723 -70%
WEC
411
Winslow Evans & Crocker
Massachusetts
$6K -$14K -556 -70%
JA
412
JOYN Advisors
Georgia
$6K -$958 -38 -12%
MA
413
MCF Advisors
Kentucky
$6K
PCP
414
Proficio Capital Partners
Massachusetts
$6K +$7.11K +282 New
GCM
415
Gables Capital Management
Florida
$5K -$11.7K -464 -65%
HIIFS
416
Harel Insurance Investments & Financial Services
Israel
$5K +$5.52K +219 New
FPFS
417
First Personal Financial Services
North Carolina
$5K +$6.22K +247 New
SFA
418
Semmax Financial Advisors
North Carolina
$5K +$6.58K +261 New
FHA
419
First Horizon Advisors
Tennessee
$5K +$7.33K +291 New
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$15.9K -632 -76%
CFA
421
Carroll Financial Associates
North Carolina
$4K
PMFA
422
Plante Moran Financial Advisors
Michigan
$4K
TNBTD
423
Trustmark National Bank Trust Department
Mississippi
$4K
YWP
424
YorkBridge Wealth Partners
New York
$4K
WCM
425
WealthBridge Capital Management
Ohio
$4K +$5.04K +200 New

BBWI Hedge Fund Activity: Q4 2018 in Review

475 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Bath & Body Works (BBWI) for Q4 2018, worth a combined $5.09B — down 16% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new BBWI positions and 90 closed out — a net gain of 8 holders — while 132 added to existing stakes and 187 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $100M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $174M.

  • 475 institutional investors held Bath & Body Works (BBWI) as of Q4 2018, up from 473 in Q3 2018.
  • Funds reported $5.09B of Bath & Body Works stock for Q4 2018, down 16% quarter-over-quarter.
  • 98 funds opened new Bath & Body Works positions in Q4 2018 and 90 closed out, a net change of +8 holders.
  • The largest Bath & Body Works buyer in Q4 2018 was Skandinaviska Enskilda Banken (SEB), an estimated $100M added.
  • The largest Bath & Body Works seller in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $174M sold.

Based on aggregated 13F filings for Q4 2018.