Caterpillar
CAT
CAT
1,143 hedge funds and large institutions have $38.9B invested in Caterpillar in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 341 increasing their positions, 537 reducing their positions, and 101 closing their positions.
New
Increased
Maintained
Reduced
Closed
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
36% less repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 537
49% less call options, than puts
Call options by funds: $758M | Put options by funds: $1.49B
Holders
1,143
Holding in Top 10
18
Calls
$758M
Puts
$1.49B
Top Buyers
| 1 | +$3.07B | |
| 2 | +$167M | |
| 3 | +$153M | |
| 4 |
Renaissance Technologies
New York
|
+$143M |
| 5 |
Morgan Stanley
New York
|
+$127M |
Top Sellers
| 1 | -$435M | |
| 2 | -$137M | |
| 3 | -$126M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$114M |
| 5 |
State Street
Boston,
Massachusetts
|
-$107M |