BrightView Holdings
135 hedge funds and large institutions have $595M invested in BrightView Holdings in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 16 closing their positions.
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
27% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 37
10% more funds holding
Funds holding: 123 → 135 (+12)
0% more call options, than puts
Call options by funds: $1K | Put options by funds: $1K
0.9% less ownership
Funds ownership: 93.76% → 92.85% (-0.9%)
14% less capital invested
Capital invested by funds: $692M → $595M (-$97.4M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$5.52M |
| 2 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$3.17M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.92M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.91M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
-$9.26M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$4.44M |
| 3 |
BAMCO Inc
New York
|
-$2.35M |
| 4 |
IM
Islet Management
New York
|
-$2.19M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.18M |
BV Hedge Fund Activity: Q4 2022 in Review
135 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in BrightView Holdings (BV) for Q4 2022, worth a combined $595M — down 14% from $692M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new BV positions and 16 closed out — a net gain of 14 holders — while 47 added to existing stakes and 37 trimmed.
The largest buyer was Cooke & Bieler, adding an estimated $5.52M. The largest seller was Bernzott Capital Advisors, cutting an estimated $9.26M.
- 135 institutional investors held BrightView Holdings (BV) as of Q4 2022, up from 123 in Q3 2022.
- Funds reported $595M of BrightView Holdings stock for Q4 2022, down 14% quarter-over-quarter.
- 30 funds opened new BrightView Holdings positions in Q4 2022 and 16 closed out, a net change of +14 holders.
- The largest BrightView Holdings buyer in Q4 2022 was Cooke & Bieler, an estimated $5.52M added.
- The largest BrightView Holdings seller in Q4 2022 was Bernzott Capital Advisors, an estimated $9.26M sold.
Based on aggregated 13F filings for Q4 2022.