BrightView Holdings
138 hedge funds and large institutions have $678M invested in BrightView Holdings in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 21 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 43
7% more capital invested
Capital invested by funds: $635M → $678M (+$42.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less ownership
Funds ownership: 94.6% → 93.6% (-1%)
5% less funds holding
Funds holding: 145 → 138 (-7)
29% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 21
80% less call options, than puts
Call options by funds: $365K | Put options by funds: $1.87M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGCIA
Smith Graham & Co Investment Advisors
Houston,
Texas
|
+$5.82M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$4.09M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.33M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$1.22M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$628K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.45M |
| 2 |
Millennium Management
New York
|
-$2.78M |
| 3 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$2.75M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$2.57M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.56M |
BV Hedge Fund Activity: Q3 2023 in Review
138 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in BrightView Holdings (BV) for Q3 2023, worth a combined $678M — up 6.7% from $635M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of BV and 15 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 52 added.
The largest buyer was Smith Graham & Co Investment Advisors, opening a new position worth an estimated $5.82M. The largest seller was Wellington Management Group, cutting an estimated $3.45M.
- 138 institutional investors held BrightView Holdings (BV) as of Q3 2023, down from 145 in Q2 2023.
- Funds reported $678M of BrightView Holdings stock for Q3 2023, up 6.7% quarter-over-quarter.
- 15 funds opened new BrightView Holdings positions in Q3 2023 and 21 closed out, a net change of -6 holders.
- The largest BrightView Holdings buyer in Q3 2023 was Smith Graham & Co Investment Advisors, an estimated $5.82M added.
- The largest BrightView Holdings seller in Q3 2023 was Wellington Management Group, an estimated $3.45M sold.
Based on aggregated 13F filings for Q3 2023.