We are live on ! Find out more
BBWI icon

Bath & Body Works

489 hedge funds and large institutions have $20.5B invested in Bath & Body Works in 2015 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 157 increasing their positions, 189 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 36

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

7% more capital invested

Capital invested by funds: $19.2B → $20.5B (+$1.39B)

6% more funds holding

Funds holding: 461489 (+28)

2% more call options, than puts

Call options by funds: $140M | Put options by funds: $137M

1.44% less ownership

Funds ownership: 93.79%92.34% (-1.4%)

17% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 189

Holders
489
Holders Change
+28
Holders Change %
+6.07%
% of All Funds
13.03%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
70
Increased
157
Reduced
189
Closed
36
Calls
$140M
Puts
$137M
Net Calls
+$2.97M
Net Calls Change
+$78.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
451
D.A. Davidson & Co
Montana
$28K
GWA
452
Genesis Wealth Advisors
Massachusetts
$28K
IMS
453
Index Management Solutions
Pennsylvania
$27K -$1.03M -14,266 -98%
Manulife (Manufacturers Life Insurance)
454
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.9K -$615K -8,509 -3%
SAC
455
Smith Affiliated Capital
New York
$20.7K
GAM
456
Gemmer Asset Management
California
$20K
MWAN
457
Mariner Wealth Advisors (NYC)
Kansas
$20K +$19.2K +266 New
RIA
458
Regal Investment Advisors
Michigan
$19K
WEC
459
Winslow Evans & Crocker
Massachusetts
$18.1K
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$16K
GWM
461
Gupta Wealth Management
California
$16K +$15.2K +210 New
BRWM
462
B. Riley Wealth Management
Tennessee
$15K +$433 +6 +3%
PI
463
PineBridge Investments
New York
$15K +$14.4K +199 New
BPBT
464
Boston Private Bank & Trust
Massachusetts
$14K
CG
465
Colony Group
Massachusetts
$14K
FNBT
466
FineMark National Bank & Trust
Florida
$13K +$12.2K +169 New
ZB
467
Zions Bancorporation
Utah
$13K +$12.7K +176 New
WP
468
WealthPLAN Partners
Nebraska
$12K +$11.2K +155 New
TWA
469
TCI Wealth Advisors
Arizona
$12K +$11.6K +161 New
TFO
470
Tarbox Family Office
California
$11K
WCM
471
Wealthcare Capital Management
Virginia
$11K +$10.1K +140 New
ASN
472
Advisory Services Network
Georgia
$10K
SIG
473
Stanford Investment Group
California
$10K
BC
474
Bartlett & Co
Ohio
$10K +$9.39K +130 New
ECM
475
Estabrook Capital Management
New York
$9.43K

BBWI Hedge Fund Activity: Q1 2015 in Review

489 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Bath & Body Works (BBWI) for Q1 2015, worth a combined $20.5B — up 7.3% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BBWI positions and 36 closed out — a net gain of 34 holders — while 157 added to existing stakes and 189 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $151M. The largest seller was Wellington Management Group, cutting an estimated $228M.

  • 489 institutional investors held Bath & Body Works (BBWI) as of Q1 2015, up from 461 in Q4 2014.
  • Funds reported $20.5B of Bath & Body Works stock for Q1 2015, up 7.3% quarter-over-quarter.
  • 70 funds opened new Bath & Body Works positions in Q1 2015 and 36 closed out, a net change of +34 holders.
  • The largest Bath & Body Works buyer in Q1 2015 was Janus Henderson Investors US, an estimated $151M added.
  • The largest Bath & Body Works seller in Q1 2015 was Wellington Management Group, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2015.