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Edgewell Personal Care

303 hedge funds and large institutions have $2.55B invested in Edgewell Personal Care in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% more ownership

Funds ownership: 94.93%97.53% (+2.6%)

5% less funds holding

Funds holding: 319303 (-16)

17% less capital invested

Capital invested by funds: $3.09B → $2.55B (-$535M)

27% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 45

29% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 117

44% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $12.7M

Holders
303
Holders Change
-16
Holders Change %
-5.02%
% of All Funds
6.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
83
Reduced
117
Closed
45
Calls
$7.11M
Puts
$12.7M
Net Calls
-$5.56M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
226
Kings Point Capital Management
New York
$73K
SBL
227
Sargent Bickham Lagudis
Colorado
$73K
PFBT
228
Parkside Financial Bank & Trust
Missouri
$69K +$1.29K +24 +4%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$67K
CG
230
Cutler Group
California
$64K +$41K +761 +134%
MRCM
231
M&R Capital Management
New Jersey
$63K
Robeco Institutional Asset Management
232
Robeco Institutional Asset Management
Netherlands
$60K -$104K -1,938 -61%
ST
233
Smithfield Trust
Pennsylvania
$60K -$3.99K -74 -6%
CT
234
CPF Texas
Texas
$55K
S
235
SignatureFD
Georgia
$54K +$59.9K +1,112 New
LTFS
236
Ladenburg Thalmann Financial Services
Florida
$51K -$6.41K -119 -10%
TWA
237
TCI Wealth Advisors
Arizona
$49K -$1.83K -34 -3%
CCM
238
Covington Capital Management
California
$49K
GT
239
Glenmede Trust
Pennsylvania
$47K
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$47K +$23.5K +436 +83%
APP
241
Avantax Planning Partners
Iowa
$47K +$52.3K +971 New
BFEC
242
Benjamin F. Edwards & Company
Missouri
$42K -$10.8K -200 -19%
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
$42K
WT
244
Whittier Trust
California
$39K
WTC
245
WhitTier Trust Company
Nevada
$39K +$43.1K +800 New
AAP
246
Arax Advisory Partners
Colorado
$32K -$2.91K -54 -8%
Acadian Asset Management
247
Acadian Asset Management
Massachusetts
$30K -$47.9K -889 -59%
YWP
248
YorkBridge Wealth Partners
New York
$30K
HR
249
Howe & Rusling
New York
$29K
PMFA
250
Plante Moran Financial Advisors
Michigan
$28K

EPC Hedge Fund Activity: Q1 2018 in Review

303 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2018, worth a combined $2.55B — down 17% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EPC and 33 opened new positions — a net loss of 12 holders — while 117 trimmed existing stakes and 83 added.

The largest buyer was Legion Partners Asset Management, opening a new position worth an estimated $41M. The largest seller was Schroder Investment Management Group, cutting an estimated $32M.

  • 303 institutional investors held Edgewell Personal Care (EPC) as of Q1 2018, down from 319 in Q4 2017.
  • Funds reported $2.55B of Edgewell Personal Care stock for Q1 2018, down 17% quarter-over-quarter.
  • 33 funds opened new Edgewell Personal Care positions in Q1 2018 and 45 closed out, a net change of -12 holders.
  • The largest Edgewell Personal Care buyer in Q1 2018 was Legion Partners Asset Management, an estimated $41M added.
  • The largest Edgewell Personal Care seller in Q1 2018 was Schroder Investment Management Group, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2018.