Element Solutions
268 hedge funds and large institutions have $4.88B invested in Element Solutions in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 91 reducing their positions, and 38 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
18% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 38
1% more funds holding
Funds holding: 265 → 268 (+3)
8% more call options, than puts
Call options by funds: $36.9M | Put options by funds: $34.1M
8% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 91
0.48% less ownership
Funds ownership: 90.45% → 89.97% (-0.48%)
10% less capital invested
Capital invested by funds: $5.43B → $4.88B (-$553M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$39.4M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$31.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.7M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$18.9M |
| 5 |
GCM
Glenview Capital Management
New York
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$29M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$27.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$23.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.7M |
ESI Hedge Fund Activity: Q1 2022 in Review
268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Element Solutions (ESI) for Q1 2022, worth a combined $4.88B — down 10% from $5.43B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ESI positions and 38 closed out — a net gain of 7 holders — while 98 added to existing stakes and 91 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $39.4M. The largest seller was Macquarie Group, cutting an estimated $29M.
- 268 institutional investors held Element Solutions (ESI) as of Q1 2022, up from 265 in Q4 2021.
- Funds reported $4.88B of Element Solutions stock for Q1 2022, down 10% quarter-over-quarter.
- 45 funds opened new Element Solutions positions in Q1 2022 and 38 closed out, a net change of +7 holders.
- The largest Element Solutions buyer in Q1 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $39.4M added.
- The largest Element Solutions seller in Q1 2022 was Macquarie Group, an estimated $29M sold.
Based on aggregated 13F filings for Q1 2022.