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Bath & Body Works

484 hedge funds and large institutions have $9.52B invested in Bath & Body Works in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 158 increasing their positions, 184 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

34% more call options, than puts

Call options by funds: $294M | Put options by funds: $219M

28% more capital invested

Capital invested by funds: $7.44B → $9.52B (+$2.08B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 467484 (+17)

0.74% more ownership

Funds ownership: 96.89%97.63% (+0.74%)

14% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 184

Holders
484
Holders Change
+17
Holders Change %
+3.64%
% of All Funds
7.06%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
82
Increased
158
Reduced
184
Closed
60
Calls
$294M
Puts
$219M
Net Calls
+$74.5M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Alua Capital Management
New York
$68.2M -$3.85M -114,100 -7%
SAM
27
Scopus Asset Management
New York
$63.7M +$32.9M +975,000 +195%
Bessemer Group
28
Bessemer Group
New Jersey
$59.2M +$4.35M +128,774 +10%
CCM
29
Cadian Capital Management
New York
$58.3M +$45.6M +1,350,000 New
EAM
30
Erste Asset Management
Austria
$57.7M +$3.54M +104,743 +9%
EARNEST Partners
31
EARNEST Partners
Georgia
$54.8M -$225K -6,648 -0.5%
SCM
32
Sahana Capital Management
Connecticut
$54.2M -$24.5M -724,647 -37%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$52.7M +$5.99M +177,373 +17%
Deutsche Bank
34
Deutsche Bank
Germany
$49.2M +$702K +20,781 +2%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$49M +$35M +1,036,060 +1,040%
KBC Group
36
KBC Group
Belgium
$48.3M +$4.46M +132,085 +13%
Legal & General Group
37
Legal & General Group
United Kingdom
$46.2M -$1.73M -51,318 -5%
Bank of America
38
Bank of America
North Carolina
$44.5M -$6.69M -198,049 -16%
ATO
39
Alecta Tjanstepension Omsesidigt
Sweden
$43.1M
TD Asset Management
40
TD Asset Management
Ontario, Canada
$42.1M +$1.19M +35,261 +4%
Man Group
41
Man Group
United Kingdom
$39.3M +$30.7M +909,585 New
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$37.3M -$3.25M -96,112 -10%
Goldman Sachs
43
Goldman Sachs
New York
$34.9M -$12.8M -378,076 -32%
DnB Asset Management
44
DnB Asset Management
Norway
$31.6M +$3.96M +117,292 +19%
UBS AM
45
UBS AM
Illinois
$29.9M +$33.1K +981 +0.1%
Swiss National Bank
46
Swiss National Bank
Switzerland
$29.2M -$750K -22,200 -3%
Newport Trust Company
47
Newport Trust Company
District of Columbia
$29.2M -$1.87M -55,327 -8%
Barclays
48
Barclays
United Kingdom
$29M +$1.13M +33,528 +5%
Citadel Advisors
49
Citadel Advisors
Florida
$28.7M -$49M -1,450,973 -69%
Amundi
50
Amundi
France
$28.2M -$6.55M -193,901 -24%

BBWI Hedge Fund Activity: Q4 2023 in Review

484 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bath & Body Works (BBWI) for Q4 2023, worth a combined $9.52B — up 28% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BBWI positions and 60 closed out — a net gain of 22 holders — while 158 added to existing stakes and 184 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $68.7M.

  • 484 institutional investors held Bath & Body Works (BBWI) as of Q4 2023, up from 467 in Q3 2023.
  • Funds reported $9.52B of Bath & Body Works stock for Q4 2023, up 28% quarter-over-quarter.
  • 82 funds opened new Bath & Body Works positions in Q4 2023 and 60 closed out, a net change of +22 holders.
  • The largest Bath & Body Works buyer in Q4 2023 was Morgan Stanley, an estimated $193M added.
  • The largest Bath & Body Works seller in Q4 2023 was T. Rowe Price Associates, an estimated $68.7M sold.

Based on aggregated 13F filings for Q4 2023.