Edgewell Personal Care
369 hedge funds and large institutions have $4.02B invested in Edgewell Personal Care in 2015 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 118 reducing their positions, and 44 closing their positions.
36% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 44
4% more funds holding
Funds holding: 354 → 369 (+15)
10% more call options, than puts
Call options by funds: $10.9M | Put options by funds: $9.93M
2% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 118
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.52% less ownership
Funds ownership: 86.75% → 86.23% (-0.52%)
9% less capital invested
Capital invested by funds: $4.39B → $4.02B (-$374M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
+$63.5M |
| 2 |
Goldman Sachs
New York
|
+$54.5M |
| 3 |
Millennium Management
New York
|
+$45.7M |
| 4 |
Morgan Stanley
New York
|
+$44.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
-$132M |
| 2 |
MCM
Mason Capital Management
New York
|
-$130M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$107M |
| 4 |
YCMGA
York Capital Management Global Advisors
New York
|
-$57.1M |
| 5 |
GAM
Gotham Asset Management
New York
|
-$45.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Axa
Paris,
France
| – | -$199K | -2,440 | Closed |
|
|
W
402
Wealthfront
Palo Alto,
California
| – | -$26K | -319 | Closed |
|
|
AW
403
Alpha Windward
Westwood,
Massachusetts
| – | -$21K | -254 | Closed |
|
|
BCA
404
Bray Capital Advisors
Naples,
Florida
| – | -$17K | -210 | Closed |
|
|
GWM
405
Gupta Wealth Management
San Diego,
California
| – | -$15K | -178 | Closed |
|
|
RFA
406
Reilly Financial Advisors
La Mesa,
California
| – | -$8.11K | -100 | Closed |
|
|
CG
407
Colony Group
Boston,
Massachusetts
| – | -$4K | -55 | Closed |
|
|
CHP
408
Cable Hill Partners
Portland,
Oregon
| – | -$3K | -36 | Closed |
|
|
TC
409
Trust Company
Manhattan,
Kansas
| – | -$3K | -35 | Closed |
|
|
MSFP
410
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$2K | -22 | Closed |
|
|
BCI
411
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$162 | +2 | New |
|
EPC Hedge Fund Activity: Q4 2015 in Review
369 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2015, worth a combined $4.02B — down 8.5% from $4.39B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new EPC positions and 44 closed out — a net gain of 16 holders — while 120 added to existing stakes and 118 trimmed.
The largest buyer was Carlson Capital, adding an estimated $63.5M. The largest seller was Westpac Banking Corp, cutting an estimated $132M.
- 369 institutional investors held Edgewell Personal Care (EPC) as of Q4 2015, up from 354 in Q3 2015.
- Funds reported $4.02B of Edgewell Personal Care stock for Q4 2015, down 8.5% quarter-over-quarter.
- 60 funds opened new Edgewell Personal Care positions in Q4 2015 and 44 closed out, a net change of +16 holders.
- The largest Edgewell Personal Care buyer in Q4 2015 was Carlson Capital, an estimated $63.5M added.
- The largest Edgewell Personal Care seller in Q4 2015 was Westpac Banking Corp, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2015.