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Bath & Body Works

386 hedge funds and large institutions have $11.8B invested in Bath & Body Works in 2014 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $158M | Put options by funds: $121M

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

1% more funds holding

Funds holding: 382386 (+4)

3% more capital invested

Capital invested by funds: $11.5B → $11.8B (+$300M)

1.18% less ownership

Funds ownership: 86.47%85.29% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 146

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
11.1%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
41
Increased
130
Reduced
146
Closed
33
Calls
$158M
Puts
$121M
Net Calls
+$37.4M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
126
Westpac Banking Corp
Australia
$7.49M -$2.91M -63,529 -29%
RS
127
Robeco Schweiz
Switzerland
$7.26M -$752K -16,425 -10%
TG
128
TCW Group
California
$7.2M +$90.6K +1,980 +1%
Jacobs Levy Equity Management
129
Jacobs Levy Equity Management
New Jersey
$7.16M +$6.59M +143,949 +2,045%
FWCM
130
Ferguson Wellman Capital Management
Oregon
$7.15M -$66.2K -1,447 -1%
Canada Life
131
Canada Life
Manitoba, Canada
$7.08M +$220K +4,801 +3%
WFM
132
Wilmington Funds Management
Delaware
$6.84M +$789K +17,231 +14%
AAM
133
Aberdeen Asset Management
United Kingdom
$6.74M +$5.06M +110,584 +351%
ANI
134
American National Insurance
Texas
$6.57M
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$6.44M -$84.4K -1,843 -1%
IGIM
136
I.G. Investment Management
Manitoba, Canada
$6.39M -$1.18M -25,792 -16%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$6.38M +$1.56M +34,181 +34%
Korea Investment Corp
138
Korea Investment Corp
South Korea
$6.37M +$6.15M +134,338 New
ASRS
139
Arizona State Retirement System
Arizona
$6.03M +$1.98M +43,171 +51%
ABC
140
Associated Banc-Corp
Wisconsin
$6.01M -$419K -9,144 -7%
TPSF
141
Texas Permanent School Fund
Texas
$6M -$270K -5,895 -4%
AC
142
Ascend Capital
California
$5.89M +$5.68M +124,127 New
HIMC
143
Heritage Investors Management Corp
Maryland
$5.88M +$244K +5,324 +4%
SCM
144
Sandler Capital Management
New York
$5.78M -$804K -17,566 -13%
RMA
145
Roffman Miller Associates
Pennsylvania
$5.78M +$667K +14,573 +14%
Neuberger Berman Group
146
Neuberger Berman Group
New York
$5.54M -$1.56M -33,976 -23%
EVM
147
Eaton Vance Management
Massachusetts
$5.49M -$870 -19 -0%
Public Sector Pension Investment Board (PSP Investments)
148
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.41M +$173K +3,768 +3%
WAM
149
Wood Asset Management
Florida
$5.36M -$386K -8,439 -7%
Comerica Bank
150
Comerica Bank
Texas
$5.15M -$1.18M -25,824 -19%

BBWI Hedge Fund Activity: Q2 2014 in Review

386 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Bath & Body Works (BBWI) for Q2 2014, worth a combined $11.8B — up 2.6% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BBWI positions and 33 closed out — a net gain of 8 holders — while 130 added to existing stakes and 146 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $151M. The largest seller was Macquarie Group, cutting an estimated $433M.

  • 386 institutional investors held Bath & Body Works (BBWI) as of Q2 2014, up from 382 in Q1 2014.
  • Funds reported $11.8B of Bath & Body Works stock for Q2 2014, up 2.6% quarter-over-quarter.
  • 41 funds opened new Bath & Body Works positions in Q2 2014 and 33 closed out, a net change of +8 holders.
  • The largest Bath & Body Works buyer in Q2 2014 was Citadel Advisors, an estimated $151M added.
  • The largest Bath & Body Works seller in Q2 2014 was Macquarie Group, an estimated $433M sold.

Based on aggregated 13F filings for Q2 2014.