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Eastman Chemical

691 hedge funds and large institutions have $11.3B invested in Eastman Chemical in 2017 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 231 increasing their positions, 223 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 38

11% more funds holding

Funds holding: 622691 (+69)

1.6% more ownership

Funds ownership: 83.51%85.11% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 223

3% more capital invested

Capital invested by funds: $10.9B → $11.3B (+$374M)

14% less call options, than puts

Call options by funds: $86.2M | Put options by funds: $100M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
691
Holders Change
+69
Holders Change %
+11.09%
% of All Funds
15.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
111
Increased
231
Reduced
223
Closed
38
Calls
$86.2M
Puts
$100M
Net Calls
-$14.1M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.28B -$13.4M -147,445 -1%
BlackRock
2
BlackRock
New York
$1.13B +$29.1M +320,786 +3%
State Street
3
State Street
Massachusetts
$664M -$932K -10,261 -0.1%
JP Morgan Chase
4
JP Morgan Chase
New York
$628M +$23.7M +260,714 +4%
LSV Asset Management
5
LSV Asset Management
Illinois
$399M -$129K -1,415 -0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$275M -$117M -1,289,718 -30%
Ameriprise
7
Ameriprise
Minnesota
$256M -$15.2M -167,335 -6%
Norges Bank
8
Norges Bank
Norway
$249M +$30.3M +333,597 +14%
O
9
OppenheimerFunds
New York
$232M -$1.32M -14,566 -0.6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$211M +$3.12M +34,369 +2%
Northern Trust
11
Northern Trust
Illinois
$168M -$2.11M -23,173 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$166M +$3.1M +34,079 +2%
Victory Capital Management
13
Victory Capital Management
Texas
$158M +$152M +1,672,883 +6,003%
Invesco
14
Invesco
Georgia
$152M -$37.6M -413,653 -20%
UBS AM
15
UBS AM
Illinois
$147M +$103M +1,137,278 +256%
Allianz Asset Management
16
Allianz Asset Management
Germany
$145M +$12.6M +138,334 +10%
Bank of America
17
Bank of America
North Carolina
$130M -$24.3M -267,377 -16%
Goldman Sachs
18
Goldman Sachs
New York
$129M -$25.7M -282,841 -17%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$113M -$2.73M -30,002 -2%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$109M +$3.62M +39,818 +4%
AIM
21
Atlantic Investment Management
New York
$104M -$8.29M -91,224 -7%
WCM
22
Wedge Capital Management
North Carolina
$102M -$260K -2,863 -0.3%
Morgan Stanley
23
Morgan Stanley
New York
$98.8M +$53.4M +588,043 +123%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$98.3M -$55.8M -614,627 -37%
AQR Capital Management
25
AQR Capital Management
Connecticut
$89.9M -$59.7M -657,469 -40%

EMN Hedge Fund Activity: Q4 2017 in Review

691 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eastman Chemical (EMN) for Q4 2017, worth a combined $11.3B — up 3.4% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new EMN positions and 38 closed out — a net gain of 73 holders — while 231 added to existing stakes and 223 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $152M. The largest seller was T. Rowe Price Associates, cutting an estimated $126M.

  • 691 institutional investors held Eastman Chemical (EMN) as of Q4 2017, up from 622 in Q3 2017.
  • Funds reported $11.3B of Eastman Chemical stock for Q4 2017, up 3.4% quarter-over-quarter.
  • 111 funds opened new Eastman Chemical positions in Q4 2017 and 38 closed out, a net change of +73 holders.
  • The largest Eastman Chemical buyer in Q4 2017 was Victory Capital Management, an estimated $152M added.
  • The largest Eastman Chemical seller in Q4 2017 was T. Rowe Price Associates, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2017.