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Edgewell Personal Care

352 hedge funds and large institutions have $3.77B invested in Edgewell Personal Care in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

4.3% more ownership

Funds ownership: 85.5%89.8% (+4.3%)

2% more funds holding

Funds holding: 346352 (+6)

3% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 114

5% less capital invested

Capital invested by funds: $3.99B → $3.77B (-$212M)

70% less call options, than puts

Call options by funds: $9.91M | Put options by funds: $33.4M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
352
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
8.8%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
111
Reduced
114
Closed
41
Calls
$9.91M
Puts
$33.4M
Net Calls
-$23.5M
Net Calls Change
-$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11.6K +150 New
PG
327
Patten Group
Tennessee
$9K -$64.2K -830 -88%
LWA
328
Lenox Wealth Advisors
New York
$9K
AIL
329
AGF Investments LLC
Ontario, Canada
$9K +$9.28K +120 New
ClearBridge Investments
330
ClearBridge Investments
New York
$7K -$1.31K -17 -15%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$7K
RFA
332
Reilly Financial Advisors
California
$7K
SSB
333
Sandy Spring Bank
Maryland
$7K
CB
334
Community Bank
New York
$7K +$7.81K +101 New
Walleye Trading
335
Walleye Trading
New York
$6K -$2.32M -29,970 -100%
SF
336
Synovus Financial
Georgia
$5K +$5.8K +75 New
DBT
337
Dubuque Bank & Trust
Iowa
$4K
MFBTD
338
MB Financial Bank - Trust Department
Illinois
$4K
WA
339
Winfield Associates
Ohio
$3K
ZB
340
Zions Bancorporation
Utah
$3K
SFS
341
Sowell Financial Services
Arkansas
$3K +$2.47K +32 New
PA
342
Parallel Advisors
California
$3K +$2.71K +35 New
EARNEST Partners
343
EARNEST Partners
Georgia
$3K +$3.09K +40 New
QCG
344
Quadrant Capital Group
Ohio
$3K +$3.33K +43 +134%
KT
345
Kanaly Trust
Texas
$2K
SPIA
346
Steward Partners Investment Advisory
New York
$2K +$2.4K +31 New
FNBT
347
FineMark National Bank & Trust
Florida
$1K
VCM
348
Versant Capital Management
Arizona
$1K
WTB
349
Washington Trust Bank
Washington
$1K
LS
350
Livforsakringsbolaget Skandia
Sweden
$484 -$878K -11,359 -63%

EPC Hedge Fund Activity: Q4 2016 in Review

352 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2016, worth a combined $3.77B — down 5.3% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EPC positions and 41 closed out — a net gain of 12 holders — while 111 added to existing stakes and 114 trimmed.

The largest buyer was Credit Suisse, adding an estimated $87.8M. The largest seller was Franklin Resources, cutting an estimated $47.6M.

  • 352 institutional investors held Edgewell Personal Care (EPC) as of Q4 2016, up from 346 in Q3 2016.
  • Funds reported $3.77B of Edgewell Personal Care stock for Q4 2016, down 5.3% quarter-over-quarter.
  • 53 funds opened new Edgewell Personal Care positions in Q4 2016 and 41 closed out, a net change of +12 holders.
  • The largest Edgewell Personal Care buyer in Q4 2016 was Credit Suisse, an estimated $87.8M added.
  • The largest Edgewell Personal Care seller in Q4 2016 was Franklin Resources, an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2016.