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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$122M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$68.6M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$33.2M |
| 4 |
JP Morgan Chase
New York
|
+$27M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TG
TCW Group
Los Angeles,
California
|
-$83.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.4M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$58.5M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$29.7M |
| 5 |
Axa
Paris,
France
|
-$27.6M |
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.