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.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+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: 303 → 292 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$56.6M |
| 2 |
LPAM
Legion Partners Asset Management
Los Angeles,
California
|
+$52.4M |
| 3 |
AC
Armistice Capital
New York
|
+$50.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$29.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$57.4M |
| 2 |
JP Morgan Chase
New York
|
-$37.8M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$27.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$18.4M |
| 5 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$12.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MMG
326
Monetary Management Group
St Louis,
Missouri
| – | -$12K | -250 | Closed |
|
|
SWP
327
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$11K | -234 | Closed |
|
|
PCG
328
Private Capital Group
West Hartford,
Connecticut
| – | -$5K | -104 | Closed |
|
|
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$4.88K | -100 | Closed |
|
|
PG
330
Patten Group
Chattanooga,
Tennessee
| – | -$5K | -100 | Closed |
|
|
IIC
331
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| – | -$3K | -60 | Closed |
|
|
IBOK
332
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$3K | -54 | Closed |
|
|
PCP
333
Proficio Capital Partners
Newton,
Massachusetts
| – | -$2K | -50 | Closed |
|
|
JFA
334
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$2K | -41 | Closed |
|
335
EARNEST Partners
Atlanta,
Georgia
| – | -$2K | -40 | Closed |
|
|
ZB
336
Zions Bancorporation
Salt Lake City,
Utah
| – | -$2K | -38 | Closed |
|
|
CF
337
Centaurus Financial
Anaheim,
California
| – | +$276 | +6 | New |
|
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.