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354 hedge funds and large institutions have $6.36B invested in Coty in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $65.2M | Put options by funds: $36.8M

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

5% more funds holding

Funds holding: 337354 (+17)

0.28% more ownership

Funds ownership: 67.14%67.42% (+0.28%)

11% less capital invested

Capital invested by funds: $7.11B → $6.36B (-$747M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
354
Holders Change
+17
Holders Change %
+5.04%
% of All Funds
8.09%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
67
Increased
115
Reduced
130
Closed
46
Calls
$65.2M
Puts
$36.8M
Net Calls
+$28.3M
Net Calls Change
+$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
301
Financial Architects (New Jersey)
New Jersey
$20K -$518 -40 -3%
JA
302
JOYN Advisors
Georgia
$18K -$5.43K -420 -22%
ST
303
Smithfield Trust
Pennsylvania
$18K +$18.5K +1,428 New
PO
304
Private Ocean
California
$17K
GLI
305
Guardian Life Insurance
New York
$16K -$427 -33 -3%
PI
306
PineBridge Investments
New York
$16K +$16.1K +1,244 New
KA
307
Kaizen Advisory
Illinois
$15K
JWA
308
JFS Wealth Advisors
Pennsylvania
$14K
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
SPIA
310
Steward Partners Investment Advisory
New York
$14K +$13K +1,001 +953%
CFA
311
Carroll Financial Associates
North Carolina
$12K +$6.47K +500 +100%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$10K
CPIG
313
Chicago Partners Investment Group
Illinois
$8K +$52 +4 +0.5%
AOWM
314
Alpha Omega Wealth Management
Virginia
$7K
QAM
315
QCI Asset Management
New York
$7K
JFA
316
JNBA Financial Advisors
Minnesota
$7K +$6.75K +522 New
CBOA
317
Commonwealth Bank of Australia
Australia
$6K -$1.29K -100 -17%
PA
318
Parallel Advisors
California
$6K -$479 -37 -7%
BFEC
319
Benjamin F. Edwards & Company
Missouri
$6K
WEC
320
Winslow Evans & Crocker
Massachusetts
$6K
TWA
321
TCI Wealth Advisors
Arizona
$6K +$5.15K +398 +865%
Bessemer Group
322
Bessemer Group
New Jersey
$6K +$6.56K +507 New
CAM
323
Close Asset Management
United Kingdom
$5K
CFGS
324
Concourse Financial Group Securities
Alabama
$5K +$4.72K +365 New
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$4K

COTY Hedge Fund Activity: Q3 2018 in Review

354 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Coty (COTY) for Q3 2018, worth a combined $6.36B — down 11% from $7.11B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new COTY positions and 46 closed out — a net gain of 21 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was Franklin Resources, adding an estimated $115M. The largest seller was Massachusetts Financial Services, cutting an estimated $251M.

  • 354 institutional investors held Coty (COTY) as of Q3 2018, up from 337 in Q2 2018.
  • Funds reported $6.36B of Coty stock for Q3 2018, down 11% quarter-over-quarter.
  • 67 funds opened new Coty positions in Q3 2018 and 46 closed out, a net change of +21 holders.
  • The largest Coty buyer in Q3 2018 was Franklin Resources, an estimated $115M added.
  • The largest Coty seller in Q3 2018 was Massachusetts Financial Services, an estimated $251M sold.

Based on aggregated 13F filings for Q3 2018.