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Eastman Chemical

533 hedge funds and large institutions have $10.2B invested in Eastman Chemical in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 175 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 49

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5% more funds holding

Funds holding: 507533 (+26)

2% more capital invested

Capital invested by funds: $9.93B → $10.2B (+$233M)

6% less call options, than puts

Call options by funds: $122M | Put options by funds: $129M

9% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 192

1.2% less ownership

Funds ownership: 83.09%81.89% (-1.2%)

Holders
533
Holders Change
+26
Holders Change %
+5.13%
% of All Funds
15.47%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
77
Increased
175
Reduced
192
Closed
49
Calls
$122M
Puts
$129M
Net Calls
-$7.28M
Net Calls Change
-$6.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.1B -$69.4M -893,603 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$870M +$23.9M +307,700 +3%
State Street
3
State Street
Massachusetts
$546M +$17.1M +219,941 +3%
Lazard Asset Management
4
Lazard Asset Management
New York
$491M +$108M +1,395,577 +30%
BIT
5
BlackRock Institutional Trust
California
$427M +$6.02M +77,530 +1%
IAM
6
Iridian Asset Management
Connecticut
$340M +$6.26M +80,660 +2%
Goldman Sachs
7
Goldman Sachs
New York
$253M +$56.1M +722,906 +30%
Norges Bank
8
Norges Bank
Norway
$231M +$21.1M +272,000 +11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$203M -$8.93M -114,968 -4%
LSV Asset Management
10
LSV Asset Management
Illinois
$171M -$1.08M -13,930 -0.7%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$168M +$82.8M +1,066,968 +105%
BFA
12
BlackRock Fund Advisors
California
$168M +$8.41M +108,372 +6%
CLG
13
Cooperman Leon G
$167M +$17.6M +226,300 +12%
Northern Trust
14
Northern Trust
Illinois
$164M -$2.41M -31,097 -2%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$147M +$2.76M +35,581 +2%
Bank of America
16
Bank of America
North Carolina
$127M +$10.1M +130,103 +9%
BG
17
BlackRock Group
United Kingdom
$114M -$2.65M -34,180 -2%
IAM
18
Impala Asset Management
Florida
$107M +$66.7M +859,171 +183%
Ameriprise
19
Ameriprise
Minnesota
$105M -$72.8M -938,197 -42%
Wells Fargo
20
Wells Fargo
California
$99.5M +$2.11M +27,169 +2%
FAM
21
Fred Alger Management
New York
$96.2M -$39.8M -513,228 -30%
Citadel Advisors
22
Citadel Advisors
Florida
$91.5M +$77.2M +994,267 +710%
EARNEST Partners
23
EARNEST Partners
Georgia
$91.2M +$87.8M +1,130,474 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$90.1M +$2.37M +30,545 +3%
TAM
25
Tocqueville Asset Management
New York
$90M -$3.18M -41,017 -4%

EMN Hedge Fund Activity: Q4 2013 in Review

533 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Eastman Chemical (EMN) for Q4 2013, worth a combined $10.2B — up 2.4% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EMN positions and 49 closed out — a net gain of 28 holders — while 175 added to existing stakes and 192 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $108M. The largest seller was Viking Global Investors, cutting an estimated $411M.

  • 533 institutional investors held Eastman Chemical (EMN) as of Q4 2013, up from 507 in Q3 2013.
  • Funds reported $10.2B of Eastman Chemical stock for Q4 2013, up 2.4% quarter-over-quarter.
  • 77 funds opened new Eastman Chemical positions in Q4 2013 and 49 closed out, a net change of +28 holders.
  • The largest Eastman Chemical buyer in Q4 2013 was Lazard Asset Management, an estimated $108M added.
  • The largest Eastman Chemical seller in Q4 2013 was Viking Global Investors, an estimated $411M sold.

Based on aggregated 13F filings for Q4 2013.