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998 hedge funds and large institutions have $51B invested in eBay in 2014 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 407 increasing their positions, 403 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $2.23B | Put options by funds: $1.31B

1% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 403

3% less funds holding

Funds holding: 1,027998 (-29)

10% less capital invested

Capital invested by funds: $56.7B → $51B (-$5.72B)

16% less funds holding in top 10

Funds holding in top 10: 6958 (-11)

21% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 117

Holders
998
Holders Change
-29
Holders Change %
-2.82%
% of All Funds
28.68%
Holding in Top 10
58
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.94%
% of All Funds
1.67%
New
93
Increased
407
Reduced
403
Closed
117
Calls
$2.23B
Puts
$1.31B
Net Calls
+$916M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
YAM
26
Yacktman Asset Management
Texas
$412M +$607K +27,840 +0.1%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$402M +$258M +11,820,562 +163%
FTCM
28
Fir Tree Capital Management
New York
$383M +$396M +18,158,105 New
MNA
29
Manning & Napier Advisors
New York
$380M +$56.9M +2,613,653 +17%
AllianceBernstein
30
AllianceBernstein
Tennessee
$372M -$89.7M -4,116,109 -19%
BTS
31
BB&T Securities
Virginia
$336M +$1.2M +54,943 +4%
TCIM
32
TIAA CREF Investment Management
New York
$329M -$167M -7,646,072 -33%
HL
33
Harding Loevner
New Jersey
$319M +$921K +42,273 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$306M +$12.9M +593,762 +4%
BA
35
BlackRock Advisors
Delaware
$303M +$80.6M +3,699,475 +35%
IFP
36
Independent Franchise Partners
United Kingdom
$298M +$91.3M +4,191,744 +42%
PIM
37
Platinum Investment Management
Australia
$297M -$1.24M -57,024 -0.4%
BBHC
38
Brown Brothers Harriman & Co
New York
$290M +$10.1M +462,776 +3%
ClearBridge Investments
39
ClearBridge Investments
New York
$285M -$24.1M -1,107,278 -8%
Wells Fargo
40
Wells Fargo
California
$270M -$377M -17,313,204 -57%
CS
41
Credit Suisse
Switzerland
$269M +$48.4M +2,223,646 +21%
U
42
UBS
Switzerland
$262M +$29.6M +1,357,582 +12%
VVP
43
Vulcan Value Partners
Alabama
$250M +$74M +3,396,240 +40%
GCM
44
Glenview Capital Management
New York
$246M -$24.5M -1,126,105 -9%
OH
45
Orbis Holdings
Bermuda
$240M +$228M +10,468,822 +1,113%
Macquarie Group
46
Macquarie Group
Australia
$239M -$556M -25,509,007 -69%
Legal & General Group
47
Legal & General Group
United Kingdom
$236M -$6.73M -308,949 -3%
HCM
48
Highfields Capital Management
Massachusetts
$235M +$36.2M +1,663,200 +18%
GE
49
General Electric
Ohio
$228M -$2.59M -118,986 -1%
EC
50
Eminence Capital
New York
$228M +$37.6M +1,728,117 +19%

EBAY Hedge Fund Activity: Q2 2014 in Review

998 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in eBay (EBAY) for Q2 2014, worth a combined $51B — down 10% from $56.7B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of EBAY and 93 opened new positions — a net loss of 24 holders — while 403 trimmed existing stakes and 407 added.

The largest buyer was Deutsche Bank, adding an estimated $1.73B. The largest seller was T. Rowe Price Associates, cutting an estimated $763M.

  • 998 institutional investors held eBay (EBAY) as of Q2 2014, down from 1,027 in Q1 2014.
  • Funds reported $51B of eBay stock for Q2 2014, down 10% quarter-over-quarter.
  • 93 funds opened new eBay positions in Q2 2014 and 117 closed out, a net change of -24 holders.
  • The largest eBay buyer in Q2 2014 was Deutsche Bank, an estimated $1.73B added.
  • The largest eBay seller in Q2 2014 was T. Rowe Price Associates, an estimated $763M sold.

Based on aggregated 13F filings for Q2 2014.