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Electronic Arts

958 hedge funds and large institutions have $30.1B invested in Electronic Arts in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 383 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $728M | Put options by funds: $550M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.81% more ownership

Funds ownership: 88.12%88.93% (+0.81%)

2% less capital invested

Capital invested by funds: $30.7B → $30.1B (-$621M)

9% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 100

3% less funds holding

Funds holding: 985958 (-27)

11% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 383

Holders
958
Holders Change
-27
Holders Change %
-2.74%
% of All Funds
16.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
91
Increased
341
Reduced
383
Closed
100
Calls
$728M
Puts
$550M
Net Calls
+$178M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.01B +$193M +1,512,133 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.68B +$24.8M +194,773 +0.9%
PIF
3
Public Investment Fund
Saudi Arabia
$1.95B +$230M +1,801,844 +13%
State Street
4
State Street
Massachusetts
$1.6B -$123M -966,879 -7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.51B +$76.2M +597,833 +5%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.4B +$52.9M +415,212 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$704M +$108M +850,511 +17%
Invesco
8
Invesco
Georgia
$685M +$142M +1,116,571 +25%
Ameriprise
9
Ameriprise
Minnesota
$632M +$5.04M +39,488 +0.8%
Amundi
10
Amundi
France
$617M -$97.5M -764,810 -13%
Capital International Investors
11
Capital International Investors
California
$614M -$37.4M -293,223 -5%
IFP
12
Independent Franchise Partners
United Kingdom
$568M -$19.8M -155,252 -3%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$557M +$34.2M +268,543 +6%
AllianceBernstein
14
AllianceBernstein
Tennessee
$497M +$62.6M +491,075 +14%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$428M +$448M +3,516,353 New
Northern Trust
16
Northern Trust
Illinois
$383M +$740K +5,805 +0.2%
Legal & General Group
17
Legal & General Group
United Kingdom
$305M -$3.73M -29,271 -1%
Macquarie Group
18
Macquarie Group
Australia
$303M -$22.1M -173,088 -6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$292M -$51.6M -404,905 -14%
UBS AM
20
UBS AM
Illinois
$290M -$34.8M -272,627 -10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$271M +$12.5M +98,180 +5%
Morgan Stanley
22
Morgan Stanley
New York
$251M +$148M +1,160,437 +129%
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$249M -$64.6M -506,557 -20%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$249M -$8.65M -67,863 -3%
Goldman Sachs
25
Goldman Sachs
New York
$248M +$100M +785,965 +63%

EA Hedge Fund Activity: Q2 2022 in Review

958 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Electronic Arts (EA) for Q2 2022, worth a combined $30.1B — down 2% from $30.7B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of EA and 91 opened new positions — a net loss of 9 holders — while 383 trimmed existing stakes and 341 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $448M. The largest seller was Nuveen, cutting an estimated $142M.

  • 958 institutional investors held Electronic Arts (EA) as of Q2 2022, down from 985 in Q1 2022.
  • Funds reported $30.1B of Electronic Arts stock for Q2 2022, down 2% quarter-over-quarter.
  • 91 funds opened new Electronic Arts positions in Q2 2022 and 100 closed out, a net change of -9 holders.
  • The largest Electronic Arts buyer in Q2 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $448M added.
  • The largest Electronic Arts seller in Q2 2022 was Nuveen, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2022.