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CPL

CPFL Energia S.A.
CPL

Delisted

CPL was delisted on the 27th of January, 2020.

109 hedge funds and large institutions have $314M invested in CPFL Energia S.A. in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $285M → $314M (+$28.6M)

4% less funds holding

Funds holding: 114109 (-5)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

45% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 47

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
26
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1
Mondrian Investment Partners
United Kingdom
$91.7M +$13.7M +860,552 +17%
VLKIM
2
Van Lanschot Kempen Investment Management
Netherlands
$28.8M +$29.6M +1,861,119 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.8M +$1.57M +98,772 +8%
Bank of America
4
Bank of America
North Carolina
$15.2M +$5.74M +361,304 +56%
Morgan Stanley
5
Morgan Stanley
New York
$14.3M -$5.55M -349,247 -27%
State Street
6
State Street
Massachusetts
$12.9M -$151K -9,472 -1%
Goldman Sachs
7
Goldman Sachs
New York
$9.11M +$4.28M +269,474 +81%
Grantham, Mayo, Van Otterloo & Co (GMO)
8
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.79M +$5.18M +325,915 +173%
BFA
9
BlackRock Fund Advisors
California
$6.93M -$446K -28,057 -6%
Federated Hermes
10
Federated Hermes
Pennsylvania
$6.74M +$79.3K +4,989 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$6.57M +$237K +14,894 +4%
Ameriprise
12
Ameriprise
Minnesota
$6.08M -$93.4K -5,878 -1%
IUAM
13
Itau USA Asset Management
New York
$4.92M +$674K +42,419 +15%
Citigroup
14
Citigroup
New York
$4.85M +$5.01M +315,275 +6,096%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.46M -$596K -37,458 -11%
CS
16
Credit Suisse
Switzerland
$4.24M +$1.48M +92,998 +50%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$3.92M
GC
18
Guggenheim Capital
Illinois
$3.92M +$1.49M +93,629 +57%
Norges Bank
19
Norges Bank
Norway
$3.87M
VAM
20
Vontobel Asset Management
New York
$3.52M +$3.76M +236,263 New
TD Asset Management
21
TD Asset Management
Ontario, Canada
$3.42M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.29M +$1.73M +108,699 +100%
WT
23
Whittier Trust
California
$3.23M -$55.2K -3,470 -2%
BTS
24
BB&T Securities
Virginia
$3.13M +$329K +20,690 New
U
25
UBS
Switzerland
$3.04M -$4.52M -284,599 -59%

CPL Hedge Fund Activity: Q4 2013 in Review

109 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CPFL Energia S.A. (CPL) for Q4 2013, worth a combined $314M — up 10% from $285M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CPL and 15 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 26 added.

The largest buyer was Mondrian Investment Partners, adding an estimated $13.7M. The largest seller was Morgan Stanley, cutting an estimated $5.55M.

  • 109 institutional investors held CPFL Energia S.A. (CPL) as of Q4 2013, down from 114 in Q3 2013.
  • Funds reported $314M of CPFL Energia S.A. stock for Q4 2013, up 10% quarter-over-quarter.
  • 15 funds opened new CPFL Energia S.A. positions in Q4 2013 and 20 closed out, a net change of -5 holders.
  • The largest CPFL Energia S.A. buyer in Q4 2013 was Mondrian Investment Partners, an estimated $13.7M added.
  • The largest CPFL Energia S.A. seller in Q4 2013 was Morgan Stanley, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2013.