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Edgewell Personal Care

292 hedge funds and large institutions have $2.8B invested in Edgewell Personal Care in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

147% more call options, than puts

Call options by funds: $60M | Put options by funds: $24.3M

9% more capital invested

Capital invested by funds: $2.55B → $2.8B (+$240M)

5.57% more ownership

Funds ownership: 97.53%103.1% (+5.6%)

4% less funds holding

Funds holding: 303292 (-11)

23% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 47

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
292
Holders Change
-11
Holders Change %
-3.63%
% of All Funds
6.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
36
Increased
79
Reduced
104
Closed
47
Calls
$60M
Puts
$24.3M
Net Calls
+$35.7M
Net Calls Change
+$41.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
CPF Texas
Texas
$56K
JA
227
JOYN Advisors
Georgia
$56K +$45.7K +995 +913%
TWA
228
TCI Wealth Advisors
Arizona
$52K +$735 +16 +2%
LTFS
229
Ladenburg Thalmann Financial Services
Florida
$51K
PIA
230
Piedmont Investment Advisors
North Carolina
$47K +$43K +937 New
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$43K
WT
232
Whittier Trust
California
$41K
WTC
233
WhitTier Trust Company
Nevada
$40K
AAP
234
Arax Advisory Partners
Colorado
$36K +$2.76K +60 +9%
TRCT
235
Tower Research Capital (TRC)
New York
$35K -$251K -5,475 -89%
YWP
236
YorkBridge Wealth Partners
New York
$32K
Acadian Asset Management
237
Acadian Asset Management
Massachusetts
$31K
Macquarie Group
238
Macquarie Group
Australia
$30K -$924K -20,125 -97%
HR
239
Howe & Rusling
New York
$30K
PMFA
240
Plante Moran Financial Advisors
Michigan
$29K
Loomis, Sayles & Company
241
Loomis, Sayles & Company
Massachusetts
$29K +$26.4K +574 New
ClearBridge Investments
242
ClearBridge Investments
New York
$27K -$92 -2 -0.4%
CCM
243
Covington Capital Management
California
$25K -$23K -500 -50%
SIC
244
Salem Investment Counselors
North Carolina
$25K
FANJ
245
Financial Architects (New Jersey)
New Jersey
$22K -$4.64K -101 -19%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$21K -$25.1K -547 -57%
LA
247
Legacy Advisors
Pennsylvania
$21K
TCM
248
Tradewinds Capital Management
Washington
$21K
PA
249
Parallel Advisors
California
$21K +$4.92K +107 +33%
OIA
250
OneDigital Investment Advisors
Kansas
$20K

EPC Hedge Fund Activity: Q2 2018 in Review

292 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2018, worth a combined $2.8B — up 9.4% from $2.55B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of EPC and 36 opened new positions — a net loss of 11 holders — while 104 trimmed existing stakes and 79 added.

The largest buyer was BlackRock, adding an estimated $56.6M. The largest seller was Credit Suisse, cutting an estimated $57.4M.

  • 292 institutional investors held Edgewell Personal Care (EPC) as of Q2 2018, down from 303 in Q1 2018.
  • Funds reported $2.8B of Edgewell Personal Care stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 36 funds opened new Edgewell Personal Care positions in Q2 2018 and 47 closed out, a net change of -11 holders.
  • The largest Edgewell Personal Care buyer in Q2 2018 was BlackRock, an estimated $56.6M added.
  • The largest Edgewell Personal Care seller in Q2 2018 was Credit Suisse, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2018.