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Edgewell Personal Care

420 hedge funds and large institutions have $5.8B invested in Edgewell Personal Care in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 126 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $27M | Put options by funds: $7.39M

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

18% more capital invested

Capital invested by funds: $4.91B → $5.8B (+$897M)

7% more funds holding

Funds holding: 391420 (+29)

25% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 168

Holders
420
Holders Change
+29
Holders Change %
+7.42%
% of All Funds
12.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
126
Reduced
168
Closed
29
Calls
$27M
Puts
$7.39M
Net Calls
+$19.6M
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$13K
NL
402
NWAM LLC
Washington
$12K -$9.76M -128,231 -60%
SF
403
Synovus Financial
Georgia
$12K -$2.05K -27 -15%
EWM
404
Evercore Wealth Management
New York
$11K -$1.98K -26 -16%
ClearBridge Investments
405
ClearBridge Investments
New York
$11K
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$11K
MBT
407
Monroe Bank & Trust
Michigan
$11K
PFG
408
Pacific Financial Group
Washington
$11K
RFA
409
Reilly Financial Advisors
California
$11K
Manulife (Manufacturers Life Insurance)
410
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$1.27M +16,714 +15%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.44K +32 +34%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.33K +70 New
ST
413
Stifel Trust
Missouri
$5K
NES
414
New England Securities
New York
$4K -$10.3K -135 -71%
ECM
415
Exchange Capital Management
Michigan
$4K +$3.58K +47 New
OC
416
Oakworth Capital
Alabama
$3K +$2.59K +34 New
DBT
417
Dubuque Bank & Trust
Iowa
$1K
MCM
418
Manchester Capital Management
Vermont
$1K
S
419
SignatureFD
Georgia
$1K
ST
420
SpiderRock Trading
Illinois
$1K
TF
421
Tompkins Financial
New York
$1K +$913 +12 New
UB
422
UMB Bank
Missouri
$266 -$1.06K -14 -0.4%
Ninety One (UK)
423
Ninety One (UK)
United Kingdom
-$58.5M -865,875 Closed
HSA
424
Hussman Strategic Advisors
Maryland
-$16M -236,075 Closed
Arrowstreet Capital
425
Arrowstreet Capital
Massachusetts
-$15.3M -226,418 Closed

EPC Hedge Fund Activity: Q4 2013 in Review

420 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2013, worth a combined $5.8B — up 18% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPC positions and 29 closed out — a net gain of 32 holders — while 126 added to existing stakes and 168 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $122M. The largest seller was TCW Group, cutting an estimated $83.1M.

  • 420 institutional investors held Edgewell Personal Care (EPC) as of Q4 2013, up from 391 in Q3 2013.
  • Funds reported $5.8B of Edgewell Personal Care stock for Q4 2013, up 18% quarter-over-quarter.
  • 61 funds opened new Edgewell Personal Care positions in Q4 2013 and 29 closed out, a net change of +32 holders.
  • The largest Edgewell Personal Care buyer in Q4 2013 was Systematic Financial Management, an estimated $122M added.
  • The largest Edgewell Personal Care seller in Q4 2013 was TCW Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q4 2013.