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Bath & Body Works

511 hedge funds and large institutions have $15.2B invested in Bath & Body Works in 2016 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 163 increasing their positions, 192 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 48

4% more funds holding

Funds holding: 492511 (+19)

2% more capital invested

Capital invested by funds: $14.9B → $15.2B (+$350M)

1.83% less ownership

Funds ownership: 95.28%93.45% (-1.8%)

15% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 192

21% less call options, than puts

Call options by funds: $123M | Put options by funds: $155M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
511
Holders Change
+19
Holders Change %
+3.86%
% of All Funds
13.63%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
70
Increased
163
Reduced
192
Closed
48
Calls
$123M
Puts
$155M
Net Calls
-$32M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$127M -$565K -9,596 -0.4%
PPA
27
Parametric Portfolio Associates
Washington
$103M +$4.67M +79,306 +5%
DGI
28
Disciplined Growth Investors
Minnesota
$103M -$1.64M -27,869 -2%
APG Asset Management
29
APG Asset Management
Netherlands
$103M -$32.2M -546,878 -23%
CS
30
Credit Suisse
Switzerland
$99.1M +$15.7M +265,752 +18%
Flossbach Von Storch
31
Flossbach Von Storch
Germany
$91.1M -$29.1M -493,934 -24%
Legal & General Group
32
Legal & General Group
United Kingdom
$82.6M +$842K +14,285 +1%
Goldman Sachs
33
Goldman Sachs
New York
$77.6M +$6.87M +116,571 +9%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$71.9M +$68.1M +1,156,349 +1,143%
Allianz Asset Management
35
Allianz Asset Management
Germany
$67.1M +$35.8M +606,814 +106%
MHI
36
Miller Howard Investments
New York
$62.2M -$1.29M -21,964 -2%
WRF
37
Waddell & Reed Financial
Kansas
$59.8M +$1.44M +24,381 +2%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$56.3M +$13.4M +228,113 +30%
SFFS
39
Stonehage Fleming Financial Services
Jersey
$56M -$2.28M -38,733 -4%
American Century Companies
40
American Century Companies
Missouri
$55.6M +$5.35M +90,757 +10%
Bank of America
41
Bank of America
North Carolina
$54.8M +$19.2M +325,759 +52%
Swiss National Bank
42
Swiss National Bank
Switzerland
$53.5M -$1.04M -17,565 -2%
Franklin Resources
43
Franklin Resources
California
$50.7M -$321K -5,443 -0.6%
Charles Schwab
44
Charles Schwab
California
$50.1M -$847K -14,366 -2%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$48.6M -$4.41M -74,754 -8%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$48.3M -$11.4M -193,970 -19%
Two Sigma Investments
47
Two Sigma Investments
New York
$45.3M +$16.2M +275,024 +53%
HK
48
Horizon Kinetics
New York
$45.2M -$9.58M -162,605 -17%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$45M -$3.65M -61,974 -7%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$43.5M -$3.44M -58,447 -7%

BBWI Hedge Fund Activity: Q3 2016 in Review

511 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Bath & Body Works (BBWI) for Q3 2016, worth a combined $15.2B — up 2.4% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BBWI positions and 48 closed out — a net gain of 22 holders — while 163 added to existing stakes and 192 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.9M. The largest seller was Macquarie Group, cutting an estimated $203M.

  • 511 institutional investors held Bath & Body Works (BBWI) as of Q3 2016, up from 492 in Q2 2016.
  • Funds reported $15.2B of Bath & Body Works stock for Q3 2016, up 2.4% quarter-over-quarter.
  • 70 funds opened new Bath & Body Works positions in Q3 2016 and 48 closed out, a net change of +22 holders.
  • The largest Bath & Body Works buyer in Q3 2016 was Fidelity Investments, an estimated $83.9M added.
  • The largest Bath & Body Works seller in Q3 2016 was Macquarie Group, an estimated $203M sold.

Based on aggregated 13F filings for Q3 2016.