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Bath & Body Works

516 hedge funds and large institutions have $23B invested in Bath & Body Works in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 191 increasing their positions, 184 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $21.6B → $23B (+$1.36B)

6% more funds holding

Funds holding: 488516 (+28)

4% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 184

2% more call options, than puts

Call options by funds: $120M | Put options by funds: $118M

0.1% more ownership

Funds ownership: 93.78%93.88% (+0.1%)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
516
Holders Change
+28
Holders Change %
+5.74%
% of All Funds
13.54%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
76
Increased
191
Reduced
184
Closed
44
Calls
$120M
Puts
$118M
Net Calls
+$1.8M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$36.9M +$12M +155,153 +48%
Nordea Investment Management
77
Nordea Investment Management
Sweden
$36.5M -$2.69M -34,789 -7%
Allianz Asset Management
78
Allianz Asset Management
Germany
$36.4M +$754K +9,732 +2%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$35M -$469K -6,062 -1%
Robeco Institutional Asset Management
80
Robeco Institutional Asset Management
Netherlands
$35M -$102K -1,315 -0.3%
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$34.8M -$399K -5,146 -1%
PAM
82
Panagora Asset Management
Massachusetts
$34.4M -$3.24M -41,881 -9%
First Trust Advisors
83
First Trust Advisors
Illinois
$33.9M +$23.5M +303,405 +226%
FIM
84
Foresters Investment Management
New York
$33.4M -$5.03M -64,942 -13%
UBS Group
85
UBS Group
Switzerland
$32.5M +$7.62M +98,346 +31%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$32M +$2.78M +35,873 +10%
Credit Agricole
87
Credit Agricole
France
$31.6M +$4.57M +58,988 +17%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.3M +$721K +9,308 +2%
SAM
89
Scopus Asset Management
New York
$30.3M +$30.3M +390,651 New
BJ
90
BlackRock Japan
Japan
$30.1M +$308K +3,978 +1%
Prudential Financial
91
Prudential Financial
New Jersey
$29.9M +$214K +2,759 +0.7%
Citigroup
92
Citigroup
New York
$29.6M +$23.3M +301,011 +372%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$29.6M -$300K -3,875 -1%
Aviva
94
Aviva
United Kingdom
$28.3M -$208K -2,682 -0.7%
GIA
95
Gateway Investment Advisers
Ohio
$26.9M -$896K -11,574 -3%
Wells Fargo
96
Wells Fargo
California
$26.9M +$2.3M +29,731 +9%
ACI
97
AMP Capital Investors
Australia
$26.8M -$3.01M -38,875 -10%
NFA
98
Nationwide Fund Advisors
Ohio
$26.2M +$12.6M +162,771 +93%
Two Sigma Investments
99
Two Sigma Investments
New York
$25.7M -$82.1M -1,060,544 -76%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$25.7M +$8.84M +114,131 +52%

BBWI Hedge Fund Activity: Q4 2015 in Review

516 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Bath & Body Works (BBWI) for Q4 2015, worth a combined $23B — up 6.3% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BBWI positions and 44 closed out — a net gain of 32 holders — while 191 added to existing stakes and 184 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $390M. The largest seller was Citadel Advisors, cutting an estimated $144M.

  • 516 institutional investors held Bath & Body Works (BBWI) as of Q4 2015, up from 488 in Q3 2015.
  • Funds reported $23B of Bath & Body Works stock for Q4 2015, up 6.3% quarter-over-quarter.
  • 76 funds opened new Bath & Body Works positions in Q4 2015 and 44 closed out, a net change of +32 holders.
  • The largest Bath & Body Works buyer in Q4 2015 was Fidelity Investments, an estimated $390M added.
  • The largest Bath & Body Works seller in Q4 2015 was Citadel Advisors, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2015.