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Edgewell Personal Care

253 hedge funds and large institutions have $1.95B invested in Edgewell Personal Care in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,184% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $5.05M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.67% less ownership

Funds ownership: 101.75%97.08% (-4.7%)

9% less funds holding

Funds holding: 279253 (-26)

23% less capital invested

Capital invested by funds: $2.53B → $1.95B (-$581M)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

42% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 57

Holders
253
Holders Change
-26
Holders Change %
-9.32%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
33
Increased
68
Reduced
94
Closed
57
Calls
$64.8M
Puts
$5.05M
Net Calls
+$59.8M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
226
Moody National Bank Trust Division
Texas
$8K +$4.93K +113 +108%
RE
227
RBC Europe
United Kingdom
$7.47K
BWM
228
BerganKDV Wealth Management
Minnesota
$7K
SJIM
229
St. Johns Investment Management
Florida
$7K
BDWM
230
Brewin Dolphin Wealth Management
Ireland
$5.23K
S
231
SignatureFD
Georgia
$5K -$4.71K -108 -46%
VFA
232
Valeo Financial Advisors
Indiana
$5K
Bessemer Group
233
Bessemer Group
New Jersey
$5K +$5.76K +132 New
AIC
234
Ameritas Investment Company
Nebraska
$5K +$6.11K +140 New
Schroder Investment Management Group
235
Schroder Investment Management Group
United Kingdom
$4.08K -$253K -5,800 -5%
RFA
236
Reilly Financial Advisors
California
$4K -$4.75K -109 -52%
BFC
237
Bedel Financial Consulting
Indiana
$4K
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$4K
SWM
239
SeaCrest Wealth Management
New York
$4K
Nordea Investment Management
240
Nordea Investment Management
Sweden
$4K +$4.36K +100 New
PA
241
Parallel Advisors
California
$3K -$14.2K -325 -76%
JA
242
JOYN Advisors
Georgia
$2K -$48.3K -1,108 -95%
QCG
243
Quadrant Capital Group
Ohio
$2K -$3.58K -82 -51%
WAM
244
Wealthspire Advisors (Maryland)
Maryland
$2K -$2.4K -55 -52%
SF
245
Synovus Financial
Georgia
$1K -$57.7K -1,322 -98%
AWM
246
Aevitas Wealth Management
Massachusetts
$1K
LFG
247
LifePlan Financial Group
Ohio
$1K
PWMG
248
Prestige Wealth Management Group
New Jersey
$1K +$916 +21 New
JCM
249
Julex Capital Management
Massachusetts
$1K +$2.23K +51 New
AAMU
250
Amundi Asset Management US
Massachusetts
$101 -$400K -9,169 -77%

EPC Hedge Fund Activity: Q4 2018 in Review

253 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2018, worth a combined $1.95B — down 23% from $2.53B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EPC and 33 opened new positions — a net loss of 24 holders — while 94 trimmed existing stakes and 68 added.

The largest buyer was DZ Bank, adding an estimated $24.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.9M.

  • 253 institutional investors held Edgewell Personal Care (EPC) as of Q4 2018, down from 279 in Q3 2018.
  • Funds reported $1.95B of Edgewell Personal Care stock for Q4 2018, down 23% quarter-over-quarter.
  • 33 funds opened new Edgewell Personal Care positions in Q4 2018 and 57 closed out, a net change of -24 holders.
  • The largest Edgewell Personal Care buyer in Q4 2018 was DZ Bank, an estimated $24.9M added.
  • The largest Edgewell Personal Care seller in Q4 2018 was T. Rowe Price Associates, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2018.