Deluxe
343 hedge funds and large institutions have $2.97B invested in Deluxe in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 118 reducing their positions, and 34 closing their positions.
26% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 34
1% more funds holding
Funds holding: 338 → 343 (+5)
3% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 118
2.7% less ownership
Funds ownership: 96.86% → 94.16% (-2.7%)
13% less capital invested
Capital invested by funds: $3.43B → $2.97B (-$455M)
26% less call options, than puts
Call options by funds: $1.44M | Put options by funds: $1.93M
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$37.7M |
| 2 |
Morgan Stanley
New York
|
+$28M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$25.6M |
| 4 |
Goldman Sachs
New York
|
+$12.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$65.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$41M |
| 3 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$34.9M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$24.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.2M |
DLX Hedge Fund Activity: Q2 2018 in Review
343 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2018, worth a combined $2.97B — down 13% from $3.43B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DLX positions and 34 closed out — a net gain of 9 holders — while 115 added to existing stakes and 118 trimmed.
The largest buyer was BlackRock, adding an estimated $37.7M. The largest seller was Eaton Vance Management, cutting an estimated $65.6M.
- 343 institutional investors held Deluxe (DLX) as of Q2 2018, up from 338 in Q1 2018.
- Funds reported $2.97B of Deluxe stock for Q2 2018, down 13% quarter-over-quarter.
- 43 funds opened new Deluxe positions in Q2 2018 and 34 closed out, a net change of +9 holders.
- The largest Deluxe buyer in Q2 2018 was BlackRock, an estimated $37.7M added.
- The largest Deluxe seller in Q2 2018 was Eaton Vance Management, an estimated $65.6M sold.
Based on aggregated 13F filings for Q2 2018.