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Bath & Body Works

492 hedge funds and large institutions have $14.9B invested in Bath & Body Works in 2016 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 196 increasing their positions, 170 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 170

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.21% less ownership

Funds ownership: 95.48%95.28% (-0.21%)

10% less funds holding

Funds holding: 544492 (-52)

20% less call options, than puts

Call options by funds: $138M | Put options by funds: $172M

21% less capital invested

Capital invested by funds: $18.9B → $14.9B (-$4.04B)

44% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 105

Holders
492
Holders Change
-52
Holders Change %
-9.56%
% of All Funds
13.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
59
Increased
196
Reduced
170
Closed
105
Calls
$138M
Puts
$172M
Net Calls
-$33.6M
Net Calls Change
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$16.3M +$2.06M +35,255 +13%
FPP
102
Findlay Park Partners
United Kingdom
$16.2M +$17.5M +299,356 New
EVM
103
Eaton Vance Management
Massachusetts
$15.7M +$9.94M +169,766 +140%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$15.3M +$330K +5,628 +2%
BA
105
BlackRock Advisors
Delaware
$15.3M -$6.3M -107,601 -28%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$14.8M -$10.4M -178,258 -40%
SAC
107
Smith Affiliated Capital
New York
$14.8M
HI
108
Honeywell International
North Carolina
$14.8M +$15.9M +272,140 New
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$14.7M +$63.2K +1,079 +0.4%
BPC
110
Banque Pictet & Cie
Switzerland
$13.5M -$176K -3,005 -1%
PAMU
111
Pictet Asset Management (UK)
United Kingdom
$13.4M +$1.65M +28,204 +13%
UBS Group
112
UBS Group
Switzerland
$13.4M -$7.68M -131,167 -35%
Canada Life
113
Canada Life
Manitoba, Canada
$13.1M +$3.95M +67,418 +39%
USAA
114
United Services Automobile Association
Texas
$12.2M -$4.37M -74,667 -25%
National Pension Service
115
National Pension Service
South Korea
$11.8M +$2.24M +38,239 +21%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$11.4M +$327K +5,582 +3%
Barclays
117
Barclays
United Kingdom
$11.3M +$5.23M +89,316 +75%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$10.8M -$14.5M -246,769 -55%
MC
119
Martin Currie
United Kingdom
$10.6M +$329K +5,625 +3%
First Trust Advisors
120
First Trust Advisors
Illinois
$10.6M -$6.16M -105,193 -35%
SCI
121
SkyBridge Capital II
New York
$10.5M +$11.4M +193,933 New
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$10.4M -$6.4M -109,232 -36%
QIM
123
Quantitative Investment Management
Virginia
$10.3M +$7.32M +124,937 +195%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$10.2M -$2.64M -45,157 -19%
CRC
125
Curi RMB Capital
Illinois
$9.59M +$10.4M +176,754 New

BBWI Hedge Fund Activity: Q2 2016 in Review

492 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Bath & Body Works (BBWI) for Q2 2016, worth a combined $14.9B — down 21% from $18.9B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of BBWI and 59 opened new positions — a net loss of 46 holders — while 170 trimmed existing stakes and 196 added.

The largest buyer was Wellington Management Group, adding an estimated $511M. The largest seller was Royal London Asset Management, cutting an estimated $331M.

  • 492 institutional investors held Bath & Body Works (BBWI) as of Q2 2016, down from 544 in Q1 2016.
  • Funds reported $14.9B of Bath & Body Works stock for Q2 2016, down 21% quarter-over-quarter.
  • 59 funds opened new Bath & Body Works positions in Q2 2016 and 105 closed out, a net change of -46 holders.
  • The largest Bath & Body Works buyer in Q2 2016 was Wellington Management Group, an estimated $511M added.
  • The largest Bath & Body Works seller in Q2 2016 was Royal London Asset Management, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2016.