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Caterpillar
CAT
CAT
1,162 hedge funds and large institutions have $39B invested in Caterpillar in 2016 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 350 increasing their positions, 469 reducing their positions, and 69 closing their positions.
New
Increased
Maintained
Reduced
Closed
128% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 69
6% more funds holding
Funds holding: 1,093 → 1,162 (+69)
5% more capital invested
Capital invested by funds: $37B → $39B (+$2B)
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
0.01% less ownership
Funds ownership: 71.91% → 71.91% (-0.01%)
25% less repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 469
44% less call options, than puts
Call options by funds: $956M | Put options by funds: $1.7B
Holders
1,162
Holders Change
+69
Holders Change %
+6.31%
% of All Funds
29.06%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
157
Increased
350
Reduced
469
Closed
69
Calls
$956M
Puts
$1.7B
Net Calls
-$742M
Net Calls Change
-$193M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$293M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$221M |
| 3 |
Morgan Stanley
New York
|
+$175M |
| 4 |
CCI
Columbus Circle Investors
|
+$106M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$94.3M |
