Caterpillar
CAT
CAT
1,114 hedge funds and large institutions have $31.5B invested in Caterpillar in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 401 increasing their positions, 476 reducing their positions, and 152 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
46% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 152
56% less call options, than puts
Call options by funds: $816M | Put options by funds: $1.85B
Holders
1,114
Holding in Top 10
8
Calls
$816M
Puts
$1.85B
Top Buyers
| 1 | +$565M | |
| 2 | +$256M | |
| 3 | +$181M | |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$119M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$95M |
Top Sellers
| 1 | -$342M | |
| 2 | -$283M | |
| 3 | -$209M | |
| 4 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$135M |
| 5 |
Morgan Stanley
New York
|
-$122M |