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Cars.com

257 hedge funds and large institutions have $2.4B invested in Cars.com in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

3.49% more ownership

Funds ownership: 114.22%117.71% (+3.5%)

1% more funds holding

Funds holding: 254257 (+3)

3% more capital invested

Capital invested by funds: $2.32B → $2.4B (+$79.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

14% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 86

35% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $27.3M

Holders
257
Holders Change
+3
Holders Change %
+1.18%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
35
Increased
74
Reduced
86
Closed
31
Calls
$17.7M
Puts
$27.3M
Net Calls
-$9.65M
Net Calls Change
-$63.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$24.6M +$22.1M +804,727 +1,277%
Macquarie Group
27
Macquarie Group
Australia
$23.9M +$729K +26,530 +3%
PA
28
Pinnacle Associates
New York
$23.4M -$3.79M -137,750 -14%
SI
29
Sapience Investments
California
$23.1M +$8.01M +291,390 +56%
MP
30
Marlowe Partners
New York
$21.3M -$244K -8,860 -1%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$20.1M +$2.79M +101,580 +17%
Charles Schwab
32
Charles Schwab
California
$18.5M +$6.94M +252,272 +63%
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.7M
Wells Fargo
34
Wells Fargo
California
$15.6M +$11.5M +417,266 +312%
TAM
35
Tocqueville Asset Management
New York
$15.1M +$2.73M +99,155 +23%
William Blair Investment Management
36
William Blair Investment Management
Illinois
$13.3M +$3.94M +143,173 +44%
1M
37
13D Management
New York
$12.3M +$3.02M +110,000 +34%
Bank of America
38
Bank of America
North Carolina
$12.3M +$6.7M +243,813 +130%
AA
39
Ancora Advisors
Ohio
$10.5M +$2.69M +97,925 +36%
Morgan Stanley
40
Morgan Stanley
New York
$10.3M -$760K -27,631 -7%
RHJA
41
Rice Hall James & Associates
California
$9.68M +$9.38M +341,105 New
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.43M +$151K +5,484 +2%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$9.11M -$899K -32,687 -9%
Principal Financial Group
44
Principal Financial Group
Iowa
$8.99M +$163K +5,922 +2%
Ameriprise
45
Ameriprise
Minnesota
$8.73M -$204K -7,416 -2%
Deutsche Bank
46
Deutsche Bank
Germany
$8.39M +$4.85M +176,393 +148%
RJA
47
Raymond James & Associates
Florida
$7.94M +$1.01M +36,555 +15%
AC
48
Ascend Capital
California
$7.48M +$7.24M +263,456 New
AI
49
Ariel Investments
Illinois
$7.18M +$29.6K +1,075 +0.4%
PPA
50
Parametric Portfolio Associates
Washington
$6.85M +$451K +16,392 +7%

CARS Hedge Fund Activity: Q2 2018 in Review

257 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Cars.com (CARS) for Q2 2018, worth a combined $2.4B — up 3.4% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CARS positions and 31 closed out — a net gain of 4 holders — while 74 added to existing stakes and 86 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $82.6M. The largest seller was Fidelity Investments, cutting an estimated $78.7M.

  • 257 institutional investors held Cars.com (CARS) as of Q2 2018, up from 254 in Q1 2018.
  • Funds reported $2.4B of Cars.com stock for Q2 2018, up 3.4% quarter-over-quarter.
  • 35 funds opened new Cars.com positions in Q2 2018 and 31 closed out, a net change of +4 holders.
  • The largest Cars.com buyer in Q2 2018 was Fidelity International, an estimated $82.6M added.
  • The largest Cars.com seller in Q2 2018 was Fidelity Investments, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2018.