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Bath & Body Works

467 hedge funds and large institutions have $7.44B invested in Bath & Body Works in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 164 increasing their positions, 181 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.13% more ownership

Funds ownership: 94.76%96.89% (+2.1%)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 181

3% less funds holding

Funds holding: 481467 (-14)

8% less capital invested

Capital invested by funds: $8.13B → $7.44B (-$686M)

15% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 60

43% less call options, than puts

Call options by funds: $73.8M | Put options by funds: $129M

Holders
467
Holders Change
-14
Holders Change %
-2.91%
% of All Funds
7.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
51
Increased
164
Reduced
181
Closed
60
Calls
$73.8M
Puts
$129M
Net Calls
-$55.2M
Net Calls Change
-$69.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
451
KB Financial Partners
New Jersey
$1K
SIC
452
SJS Investment Consulting
Ohio
$947
LF
453
Lee Financial
Texas
$913
JWM
454
Janiczek Wealth Management
Colorado
$845
HI
455
Hoey Investments
Pennsylvania
$744
TWP
456
TFO Wealth Partners
Ohio
$638 +$545 +15 +750%
ECM
457
Everence Capital Management
Indiana
$588 +$372K +10,250 +144%
AWM
458
Avior Wealth Management
Nebraska
$371
TWD
459
True Wealth Design
Ohio
$305
BAAM
460
Baker Avenue Asset Management
California
$304 -$472 -13 -59%
GRP
461
Global Retirement Partners
California
$196 -$218 -6 -50%
GI
462
Gradient Investments
Minnesota
$169
VCM
463
Versant Capital Management
Arizona
$135
PCTC
464
Perkins Coie Trust Company
Washington
$135 +$145 +4 New
FWM
465
Focused Wealth Management
New York
$70
National Pension Service
466
National Pension Service
South Korea
$63
M
467
MOTCO
Texas
$34
WA
468
WestEnd Advisors
North Carolina
$34 +$36 +1 New
EWP
469
Elevation Wealth Partners
California
$7
CCM
470
Candlestick Capital Management
Connecticut
-$28.1M -750,000 Closed
AG
471
Avala Global
New York
-$15.1M -403,100 Closed
AAF
472
Andra AP-fonden
Sweden
-$7.39M -197,000 Closed
CSS
473
Cubist Systematic Strategies
Connecticut
-$6.67M -183,647 Closed
Marshall Wace
474
Marshall Wace
United Kingdom
-$6.82M -181,990 Closed
MGIM
475
M&G Investment Management
United Kingdom
-$6.63M -174,414 Closed

BBWI Hedge Fund Activity: Q3 2023 in Review

467 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bath & Body Works (BBWI) for Q3 2023, worth a combined $7.44B — down 8.4% from $8.13B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of BBWI and 51 opened new positions — a net loss of 9 holders — while 181 trimmed existing stakes and 164 added.

The largest buyer was Darsana Capital Partners, opening a new position worth an estimated $81.7M. The largest seller was Lone Pine Capital, cutting an estimated $278M.

  • 467 institutional investors held Bath & Body Works (BBWI) as of Q3 2023, down from 481 in Q2 2023.
  • Funds reported $7.44B of Bath & Body Works stock for Q3 2023, down 8.4% quarter-over-quarter.
  • 51 funds opened new Bath & Body Works positions in Q3 2023 and 60 closed out, a net change of -9 holders.
  • The largest Bath & Body Works buyer in Q3 2023 was Darsana Capital Partners, an estimated $81.7M added.
  • The largest Bath & Body Works seller in Q3 2023 was Lone Pine Capital, an estimated $278M sold.

Based on aggregated 13F filings for Q3 2023.