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Edgewell Personal Care

391 hedge funds and large institutions have $4.91B invested in Edgewell Personal Care in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.9M

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

6% more funds holding

Funds holding: 370391 (+21)

8% less capital invested

Capital invested by funds: $5.34B → $4.91B (-$432M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
391
Holders Change
+21
Holders Change %
+5.68%
% of All Funds
12.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
163
Reduced
118
Closed
25
Calls
$30.2M
Puts
$10.9M
Net Calls
+$19.3M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
326
STRS Ohio
Ohio
$233K +$255K +3,445 New
TC
327
TradeLink Capital
Illinois
$227K -$739 -10 -0.3%
BOK
328
Bank of Kentucky
Kentucky
$227K +$215K +2,909 +637%
VCP
329
Vista Capital Partners
Oregon
$215K
CWA
330
Constellation Wealth Advisors
New York
$210K +$20K +270 +10%
WFM
331
Wilmington Funds Management
Delaware
$209K
ACM
332
Argent Capital Management
Missouri
$207K -$49.9K -675 -18%
EWA
333
EP Wealth Advisors
California
$206K
HFS
334
HL Financial Services
Kentucky
$204K +$223K +3,024 New
TD Asset Management
335
TD Asset Management
Ontario, Canada
$203K +$222K +3,008 New
Creative Planning
336
Creative Planning
Kansas
$201K +$135K +1,825 +159%
First Manhattan
337
First Manhattan
New York
$195K
DILH
338
Dai-ichi Life Holdings
Japan
$190K
RA
339
Rational Advisors
New York
$185K -$1.18K -16 -0.6%
AAM
340
Advisors Asset Management
Colorado
$173K -$9.98K -135 -5%
Daiwa Securities Group
341
Daiwa Securities Group
Japan
$173K
OMCS
342
Old Mutual Customised Solutions
South Africa
$155K
PCM
343
Prelude Capital Management
New York
$155K +$169K +2,293 New
KPCM
344
Kings Point Capital Management
New York
$137K
TWI
345
Thomas White International
Illinois
$128K
LNB
346
Ledyard National Bank
$127K -$2.48M -33,597 -95%
BFEC
347
Benjamin F. Edwards & Company
Missouri
$118K
LTFS
348
Ladenburg Thalmann Financial Services
Florida
$110K +$5.32K +72 +5%
SNT
349
Security National Trust
West Virginia
$96K -$5.03K -68 -5%
TWA
350
TCI Wealth Advisors
Arizona
$92K

EPC Hedge Fund Activity: Q3 2013 in Review

391 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2013, worth a combined $4.91B — down 8.1% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EPC positions and 25 closed out — a net gain of 26 holders — while 163 added to existing stakes and 118 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $108M. The largest seller was Fidelity Investments, cutting an estimated $90M.

  • 391 institutional investors held Edgewell Personal Care (EPC) as of Q3 2013, up from 370 in Q2 2013.
  • Funds reported $4.91B of Edgewell Personal Care stock for Q3 2013, down 8.1% quarter-over-quarter.
  • 51 funds opened new Edgewell Personal Care positions in Q3 2013 and 25 closed out, a net change of +26 holders.
  • The largest Edgewell Personal Care buyer in Q3 2013 was Schroder Investment Management Group, an estimated $108M added.
  • The largest Edgewell Personal Care seller in Q3 2013 was Fidelity Investments, an estimated $90M sold.

Based on aggregated 13F filings for Q3 2013.