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Eastman Chemical

609 hedge funds and large institutions have $9.02B invested in Eastman Chemical in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 215 increasing their positions, 192 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 43

98% more call options, than puts

Call options by funds: $235M | Put options by funds: $119M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 192

10% more capital invested

Capital invested by funds: $8.2B → $9.02B (+$819M)

8% more funds holding

Funds holding: 563609 (+46)

1.33% less ownership

Funds ownership: 83.03%81.7% (-1.3%)

Holders
609
Holders Change
+46
Holders Change %
+8.17%
% of All Funds
15.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
99
Increased
215
Reduced
192
Closed
43
Calls
$235M
Puts
$119M
Net Calls
+$116M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B +$50.5M +699,764 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$709M +$2.8M +38,717 +0.4%
State Street
3
State Street
Massachusetts
$531M +$26.8M +371,286 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$376M -$210M -2,914,745 -37%
BIT
5
BlackRock Institutional Trust
California
$351M +$31M +429,583 +10%
EIG
6
EdgePoint Investment Group
Ontario, Canada
$274M -$1.2M -16,607 -0.5%
LSV Asset Management
7
LSV Asset Management
Illinois
$272M +$18.6M +257,129 +8%
BFA
8
BlackRock Fund Advisors
California
$211M +$20.3M +281,668 +11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$197M +$121M +1,679,801 +179%
Ameriprise
10
Ameriprise
Minnesota
$170M -$24.2M -335,727 -13%
Invesco
11
Invesco
Georgia
$167M +$1.68M +23,270 +1%
O
12
OppenheimerFunds
New York
$151M -$65.5K -907 -0%
AQR Capital Management
13
AQR Capital Management
Connecticut
$147M +$61M +845,159 +76%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$145M -$685K -9,481 -0.5%
Northern Trust
15
Northern Trust
Illinois
$131M -$9.16M -126,812 -7%
Norges Bank
16
Norges Bank
Norway
$116M -$8.08M -111,822 -7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$113M +$11.5M +159,481 +12%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$106M +$41.2M +570,912 +69%
BG
19
BlackRock Group
United Kingdom
$102M +$4.32M +59,877 +5%
Goldman Sachs
20
Goldman Sachs
New York
$93.9M +$37.6M +520,893 +72%
Bank of America
21
Bank of America
North Carolina
$91.8M -$10.6M -146,575 -11%
AIM
22
Atlantic Investment Management
New York
$91.1M -$53.6M -741,631 -38%
WCM
23
Wedge Capital Management
North Carolina
$87M -$2.98M -41,316 -3%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$84.7M +$8.76M +121,322 +12%
Franklin Resources
25
Franklin Resources
California
$82.7M -$614K -8,499 -0.8%

EMN Hedge Fund Activity: Q4 2016 in Review

609 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eastman Chemical (EMN) for Q4 2016, worth a combined $9.02B — up 10% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EMN positions and 43 closed out — a net gain of 56 holders — while 215 added to existing stakes and 192 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $121M. The largest seller was Fidelity Investments, cutting an estimated $210M.

  • 609 institutional investors held Eastman Chemical (EMN) as of Q4 2016, up from 563 in Q3 2016.
  • Funds reported $9.02B of Eastman Chemical stock for Q4 2016, up 10% quarter-over-quarter.
  • 99 funds opened new Eastman Chemical positions in Q4 2016 and 43 closed out, a net change of +56 holders.
  • The largest Eastman Chemical buyer in Q4 2016 was Bank of New York Mellon, an estimated $121M added.
  • The largest Eastman Chemical seller in Q4 2016 was Fidelity Investments, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2016.