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346 hedge funds and large institutions have $3.24B invested in Coty in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 97 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $10.5M

52% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 97

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 63

1.52% less ownership

Funds ownership: 67.42%65.9% (-1.5%)

2% less funds holding

Funds holding: 354346 (-8)

49% less capital invested

Capital invested by funds: $6.36B → $3.24B (-$3.12B)

Holders
346
Holders Change
-8
Holders Change %
-2.26%
% of All Funds
7.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
59
Increased
147
Reduced
97
Closed
63
Calls
$20.9M
Puts
$10.5M
Net Calls
+$10.4M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
201
Balyasny Asset Management
Illinois
$232K +$183K +19,869 +128%
SMDAM
202
Sumitomo Mitsui DS Asset Management
Japan
$228K
GRQ
203
Gardner Russo & Quinn
Pennsylvania
$225K -$6K -650 -2%
UBS Group
204
UBS Group
Switzerland
$222K -$1.54M -166,961 -83%
LWM
205
Lenox Wealth Management
Ohio
$214K -$16.1K -1,743 -5%
SAM
206
Shell Asset Management
Netherlands
$213K
SPI
207
Santori & Peters Inc
Pennsylvania
$213K +$301K +32,614 New
SLF
208
Sun Life Financial
Ontario, Canada
$207K -$121K -13,106 -29%
BHA
209
Beech Hill Advisors
New York
$201K -$60K -6,500 -18%
YMRC
210
Yorktown Management & Research Company
Virginia
$194K +$106K +11,500 +64%
II
211
IFM Investors
Australia
$192K +$12.1K +1,311 +5%
HI
212
Horizon Investments
North Carolina
$191K +$269K +29,154 New
QC
213
QCM Cayman
Texas
$186K +$261K +28,287 New
Mariner
214
Mariner
Kansas
$180K +$253K +27,432 New
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$178K -$42.8K -4,640 -15%
Wealthfront Advisers
216
Wealthfront Advisers
California
$174K +$244K +26,460 New
Assenagon Asset Management
217
Assenagon Asset Management
Luxembourg
$174K +$245K +26,600 New
WAM
218
World Asset Management
Michigan
$167K -$9.16K -993 -4%
Public Sector Pension Investment Board (PSP Investments)
219
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$166K +$37.8K +4,100 +19%
RIM
220
Regent Investment Management
Kentucky
$164K -$36.5K -3,959 -14%
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$161K -$114K -12,382 -33%
Russell Investments Group
222
Russell Investments Group
United Kingdom
$160K +$8.7K +943 +4%
BS
223
Boenning & Scattergood
Pennsylvania
$158K +$222K +24,075 New
CANY
224
Caxton Associates (New York)
New York
$158K +$222K +24,080 New
LSERS
225
Louisiana State Employees Retirement System
Louisiana
$155K -$25.8K -2,800 -11%

COTY Hedge Fund Activity: Q4 2018 in Review

346 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Coty (COTY) for Q4 2018, worth a combined $3.24B — down 49% from $6.36B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of COTY and 59 opened new positions — a net loss of 4 holders — while 97 trimmed existing stakes and 147 added.

The largest buyer was Bank of New York Mellon, adding an estimated $83.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $397M.

  • 346 institutional investors held Coty (COTY) as of Q4 2018, down from 354 in Q3 2018.
  • Funds reported $3.24B of Coty stock for Q4 2018, down 49% quarter-over-quarter.
  • 59 funds opened new Coty positions in Q4 2018 and 63 closed out, a net change of -4 holders.
  • The largest Coty buyer in Q4 2018 was Bank of New York Mellon, an estimated $83.5M added.
  • The largest Coty seller in Q4 2018 was Massachusetts Financial Services, an estimated $397M sold.

Based on aggregated 13F filings for Q4 2018.