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Bath & Body Works

565 hedge funds and large institutions have $15.5B invested in Bath & Body Works in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 203 increasing their positions, 178 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $727M | Put options by funds: $374M

78% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 73

14% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 178

14% more capital invested

Capital invested by funds: $13.7B → $15.5B (+$1.87B)

10% more funds holding

Funds holding: 512565 (+53)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

1.67% less ownership

Funds ownership: 98.09%96.42% (-1.7%)

Holders
565
Holders Change
+53
Holders Change %
+10.35%
% of All Funds
9.83%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
130
Increased
203
Reduced
178
Closed
73
Calls
$727M
Puts
$374M
Net Calls
+$354M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
LPC
1
Lone Pine Capital
Connecticut
$1.89B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.78B +$67.2M +1,243,217 +4%
BlackRock
3
BlackRock
New York
$1.17B +$122M +2,257,783 +13%
ECU
4
Egerton Capital (UK)
United Kingdom
$939M -$187M -3,464,977 -18%
State Street
5
State Street
Massachusetts
$690M +$104M +1,924,430 +19%
DCP
6
D1 Capital Partners
New York
$492M +$260M +4,818,115 +133%
Primecap Management
7
Primecap Management
California
$459M -$177M -3,282,392 -29%
SCM
8
Steadfast Capital Management
New York
$444M +$26.4M +488,548 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$310M -$2.6M -48,196 -0.9%
PC
10
Pelham Capital
United Kingdom
$282M +$58.8M +1,088,417 +29%
CCM
11
Candlestick Capital Management
Connecticut
$262M -$2.72M -50,342 -1%
Goldman Sachs
12
Goldman Sachs
New York
$256M -$79.7M -1,475,841 -25%
PCM
13
Palestra Capital Management
New York
$240M +$9.44M +174,717 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$233M +$27.7M +512,928 +15%
Coatue Management
15
Coatue Management
New York
$232M -$89.3M -1,652,644 -29%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$198M +$13.7M +254,264 +8%
Northern Trust
17
Northern Trust
Illinois
$179M +$23.4M +432,387 +16%
Invesco
18
Invesco
Georgia
$176M -$131K -2,427 -0.1%
Norges Bank
19
Norges Bank
Norway
$174M -$2.16M -40,022 -1%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$171M +$122M +2,265,195 +338%
Morgan Stanley
21
Morgan Stanley
New York
$166M -$26.7M -494,525 -15%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$163M +$35.4M +655,657 +31%
Prudential Financial
23
Prudential Financial
New Jersey
$149M +$65.4M +1,211,059 +90%
MCM
24
Melvin Capital Management
New York
$148M -$396M -7,329,225 -74%
PCM
25
Parsifal Capital Management
Connecticut
$145M +$13.8M +255,887 +11%

BBWI Hedge Fund Activity: Q2 2021 in Review

565 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bath & Body Works (BBWI) for Q2 2021, worth a combined $15.5B — up 14% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new BBWI positions and 73 closed out — a net gain of 57 holders — while 203 added to existing stakes and 178 trimmed.

The largest buyer was D1 Capital Partners, adding an estimated $260M. The largest seller was Melvin Capital Management, cutting an estimated $396M.

  • 565 institutional investors held Bath & Body Works (BBWI) as of Q2 2021, up from 512 in Q1 2021.
  • Funds reported $15.5B of Bath & Body Works stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Bath & Body Works positions in Q2 2021 and 73 closed out, a net change of +57 holders.
  • The largest Bath & Body Works buyer in Q2 2021 was D1 Capital Partners, an estimated $260M added.
  • The largest Bath & Body Works seller in Q2 2021 was Melvin Capital Management, an estimated $396M sold.

Based on aggregated 13F filings for Q2 2021.