Edgewell Personal Care
402 hedge funds and large institutions have $5.36B invested in Edgewell Personal Care in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 150 reducing their positions, and 60 closing their positions.
367% more call options, than puts
Call options by funds: $49M | Put options by funds: $10.5M
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
4% less funds holding
Funds holding: 420 → 402 (-18)
8% less capital invested
Capital invested by funds: $5.8B → $5.36B (-$447M)
13% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 150
22% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$109M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$97.8M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$72.5M |
| 4 |
Goldman Sachs
New York
|
+$56.8M |
| 5 |
JP Morgan Chase
New York
|
+$43.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$129M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$59.7M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$42.6M |
| 4 |
Citigroup
New York
|
-$33.2M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$32.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$87K | -1,079 | Closed |
|
452
Walleye Trading
New York
| – | -$61.6K | -843 | Closed |
|
|
WA
453
Waverly Advisors
Birmingham,
Alabama
| – | -$54K | -675 | Closed |
|
|
NYLT
454
New York Life Trust
New York
| – | -$47K | -585 | Closed |
|
|
PTCG
455
Pring Turner Capital Group
Alamo,
California
| – | -$44K | -549 | Closed |
|
|
FFC
456
First Financial Corp
Terre Haute,
Indiana
| – | -$43K | -540 | Closed |
|
|
QT
457
Quantbot Technologies
New York
| – | -$43K | -540 | Closed |
|
|
PCM
458
Prelude Capital Management
New York
| – | -$32K | -405 | Closed |
|
|
HF
459
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$30K | -371 | Closed |
|
|
FHA
460
First Horizon Advisors
Memphis,
Tennessee
| – | -$15K | -217 | Closed |
|
461
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$9K | -125 | Closed |
|
|
ECM
462
Exchange Capital Management
Ann Arbor,
Michigan
| – | -$4K | -47 | Closed |
|
|
DBT
463
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$1K | -16 | Closed |
|
EPC Hedge Fund Activity: Q1 2014 in Review
402 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2014, worth a combined $5.36B — down 7.7% from $5.8B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of EPC and 47 opened new positions — a net loss of 13 holders — while 150 trimmed existing stakes and 131 added.
The largest buyer was Manning & Napier Advisors, opening a new position worth an estimated $109M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $129M sold.
- 402 institutional investors held Edgewell Personal Care (EPC) as of Q1 2014, down from 420 in Q4 2013.
- Funds reported $5.36B of Edgewell Personal Care stock for Q1 2014, down 7.7% quarter-over-quarter.
- 47 funds opened new Edgewell Personal Care positions in Q1 2014 and 60 closed out, a net change of -13 holders.
- The largest Edgewell Personal Care buyer in Q1 2014 was Manning & Napier Advisors, an estimated $109M added.
- The largest Edgewell Personal Care seller in Q1 2014 was Systematic Financial Management, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2014.