Caterpillar
CAT
CAT
1,198 hedge funds and large institutions have $36.9B invested in Caterpillar in 2014 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 425 increasing their positions, 450 reducing their positions, and 67 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
9% less capital invested
Capital invested by funds: $40.4B → $36.9B (-$3.49B)
26% less call options, than puts
Call options by funds: $1.35B | Put options by funds: $1.82B
35% less funds holding in top 10
Funds holding in top 10: 20 → 13 (-7)
Holders
1,198
Holding in Top 10
13
Calls
$1.35B
Puts
$1.82B
Top Buyers
| 1 | +$339M | |
| 2 | +$226M | |
| 3 | +$131M | |
| 4 |
JPMorgan Chase & Co
New York
|
+$119M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$89.5M |
Top Sellers
| 1 | -$456M | |
| 2 | -$342M | |
| 3 | -$189M | |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$159M |
| 5 |
Bank of New York Mellon
New York
|
-$112M |