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Edgewell Personal Care
EPC

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: 391 → 420 (+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

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$122M
2
Principal Financial Group
Principal Financial Group
Iowa
+$68.6M
3
BIT
BlackRock Institutional Trust
California
+$33.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27M
5
APG Asset Management
APG Asset Management
Netherlands
+$25.4M

Top Sellers

1
TG
TCW Group
California
-$83.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$58.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.7M
5
Axa
Axa
France
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ANI
126
American National Insurance
Texas
$7.06M – – –
Boston Partners
127
Boston Partners
Massachusetts
$6.74M +$2.63M +34,621 +70%
MFBTD
128
MB Financial Bank - Trust Department
Illinois
$6.67M +$8.22K +108 +0.1%
Wellington Management Group
129
Wellington Management Group
Massachusetts
$6.29M -$6.32M -83,119 -51%
GCG
130
Giovine Capital Group
California
$6.21M +$448K +5,882 +8%
PI
131
Putnam Investments
Massachusetts
$6.14M -$485K -6,378 -8%
Jacobs Levy Equity Management
132
Jacobs Levy Equity Management
New Jersey
$6.03M +$4.55M +59,747 +388%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$5.8M -$597K -7,852 -10%
FWCM
134
Ferguson Wellman Capital Management
Oregon
$5.66M +$5.37M +70,512 New
Millennium Management
135
Millennium Management
New York
$5.62M -$9.17M -120,488 -63%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$5.52M +$21.2K +279 +0.4%
BC
137
Burney Company
Virginia
$5.33M +$215K +2,826 +4%
Comerica Bank
138
Comerica Bank
Texas
$5.27M -$561K -7,376 -10%
BPC
139
Banque Pictet & Cie
Switzerland
$5.19M +$4.92M +64,667 New
US Bancorp
140
US Bancorp
Minnesota
$5.15M -$105K -1,384 -2%
TCM
141
Tran Capital Management
California
$5.06M +$244K +3,204 +5%
ERSOT
142
Employees Retirement System of Texas
Texas
$4.98M – – –
CTC
143
Central Trust Company
Missouri
$4.97M -$16K -210 -0.3%
ProShare Advisors
144
ProShare Advisors
Maryland
$4.84M +$4.02M +52,778 +700%
QI
145
Quotient Investors
New York
$4.83M +$2.84M +37,370 +163%
FAM
146
Fiduciary Asset Management
Missouri
$4.83M – – –
Barclays
147
Barclays
United Kingdom
$4.8M +$376K +4,944 +9%
ASRS
148
Arizona State Retirement System
Arizona
$4.79M -$421K -5,531 -8%
N
149
Nuveen
North Carolina
$4.78M -$2.5M -32,822 -36%
BFS
150
Baskin Financial Services
Ontario, Canada
$4.31M +$353K +4,634 +9%
4 5
6
7 8

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.