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Edgewell Personal Care

391 hedge funds and large institutions have $4.91B invested in Edgewell Personal Care in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.9M

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

6% more funds holding

Funds holding: 370391 (+21)

8% less capital invested

Capital invested by funds: $5.34B → $4.91B (-$432M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
391
Holders Change
+21
Holders Change %
+5.68%
% of All Funds
12.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
163
Reduced
118
Closed
25
Calls
$30.2M
Puts
$10.9M
Net Calls
+$19.3M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$47.9M +$3.08M +41,620 +6%
Citigroup
27
Citigroup
New York
$45.8M -$29.8M -403,417 -37%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$45.2M +$2.87M +38,784 +6%
GF
29
Gabelli Funds
New York
$44.5M -$518K -7,015 -1%
PAM
30
Panagora Asset Management
Massachusetts
$41.9M +$5.32M +71,976 +13%
TCIM
31
TIAA CREF Investment Management
New York
$41.1M +$11.2M +151,307 +33%
American Century Companies
32
American Century Companies
Missouri
$40.9M +$6.19M +83,730 +16%
PI
33
PGGM Investments
Netherlands
$39.5M -$535K -7,241 -1%
Ameriprise
34
Ameriprise
Minnesota
$39.4M +$1.51M +20,486 +4%
AllianceBernstein
35
AllianceBernstein
Tennessee
$39.1M +$12.1M +163,955 +39%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$39M +$3.43M +46,384 +9%
Invesco
37
Invesco
Georgia
$38.6M +$2.85M +38,613 +7%
Morgan Stanley
38
Morgan Stanley
New York
$35.9M +$16.5M +223,565 +73%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$35.9M -$24.9M -336,577 -39%
SBH
40
Segall Bryant & Hamill
Illinois
$33.7M +$321K +4,340 +0.9%
Federated Hermes
41
Federated Hermes
Pennsylvania
$33.4M -$39K -528 -0.1%
Axa
42
Axa
France
$32M -$3.73M -50,426 -10%
GLA
43
Great Lakes Advisors
Illinois
$30.2M -$824K -11,145 -2%
U
44
UBS
Switzerland
$29.6M -$3.84M -52,026 -11%
GE
45
General Electric
Ohio
$25.4M +$17.9M +241,819 +181%
APG Asset Management
46
APG Asset Management
Netherlands
$25M +$19.1M +258,653 +232%
Geode Capital Management
47
Geode Capital Management
Massachusetts
$25M +$2.34M +31,680 +9%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$24.2M
Legal & General Group
49
Legal & General Group
United Kingdom
$23.6M -$582K -7,875 -2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$23M +$148K +2,002 +0.6%

EPC Hedge Fund Activity: Q3 2013 in Review

391 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2013, worth a combined $4.91B — down 8.1% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EPC positions and 25 closed out — a net gain of 26 holders — while 163 added to existing stakes and 118 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $108M. The largest seller was Fidelity Investments, cutting an estimated $90M.

  • 391 institutional investors held Edgewell Personal Care (EPC) as of Q3 2013, up from 370 in Q2 2013.
  • Funds reported $4.91B of Edgewell Personal Care stock for Q3 2013, down 8.1% quarter-over-quarter.
  • 51 funds opened new Edgewell Personal Care positions in Q3 2013 and 25 closed out, a net change of +26 holders.
  • The largest Edgewell Personal Care buyer in Q3 2013 was Schroder Investment Management Group, an estimated $108M added.
  • The largest Edgewell Personal Care seller in Q3 2013 was Fidelity Investments, an estimated $90M sold.

Based on aggregated 13F filings for Q3 2013.