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Element Solutions

149 hedge funds and large institutions have $1.86B invested in Element Solutions in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $9.65M | Put options by funds: $2.65M

94% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 31

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$23.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 150149 (-1)

2.19% less ownership

Funds ownership: 93.54%91.36% (-2.2%)

Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
29
Increased
60
Reduced
31
Closed
28
Calls
$9.65M
Puts
$2.65M
Net Calls
+$7M
Net Calls Change
+$6.89M
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
1
Pershing Square Capital Management
New York
$380M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$230M -$21.5M -2,306,933 -8%
CCI
3
Cevian Capital II
Jersey
$162M
CM
4
Corvex Management
New York
$128M
BCM
5
Bares Capital Management
Texas
$114M +$7.79M +836,225 +7%
BRC
6
Blue Ridge Capital
New York
$114M
Capital World Investors
7
Capital World Investors
California
$103M +$6.61M +710,000 +7%
Vanguard Group
8
Vanguard Group
Pennsylvania
$93.7M +$14.2M +1,521,976 +17%
JHIU
9
Janus Henderson Investors US
Colorado
$85.8M +$1.65M +176,903 +2%
MVP
10
Miller Value Partners
Florida
$64.5M -$6.92M -743,075 -9%
BIT
11
BlackRock Institutional Trust
California
$34.1M +$3.86M +415,095 +12%
HK
12
Horizon Kinetics
New York
$32.9M -$1.94M -208,171 -5%
Citadel Advisors
13
Citadel Advisors
Florida
$21.5M +$10.5M +1,124,424 +87%
SC
14
Sculptor Capital
New York
$21.3M +$15.2M +1,634,715 +213%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$19.2M +$567K +60,889 +3%
Morgan Stanley
16
Morgan Stanley
New York
$19.1M -$22.5M -2,416,953 -53%
EA
17
Emerald Acquisition
Washington
$16.4M +$17.3M +1,852,959 New
BFA
18
BlackRock Fund Advisors
California
$14.8M +$3.53M +379,530 +30%
CPM
19
Crescent Park Management
California
$14.4M
State Street
20
State Street
Massachusetts
$13.5M +$805K +86,443 +6%
PMG
21
Private Management Group
California
$13.1M +$228K +24,460 +2%
CS
22
Credit Suisse
Switzerland
$10.4M -$331K -35,585 -3%
UBS Group
23
UBS Group
Switzerland
$9.02M -$11.4M -1,221,763 -55%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$8.74M +$751K +80,714 +9%
Norges Bank
25
Norges Bank
Norway
$8.17M

ESI Hedge Fund Activity: Q2 2016 in Review

149 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Element Solutions (ESI) for Q2 2016, worth a combined $1.86B — up 1.3% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ESI positions and 28 closed out — a net gain of 1 holder — while 60 added to existing stakes and 31 trimmed.

The largest buyer was Sculptor Capital, adding an estimated $15.2M. The largest seller was Morgan Stanley, cutting an estimated $22.5M.

  • 149 institutional investors held Element Solutions (ESI) as of Q2 2016, down from 150 in Q1 2016.
  • Funds reported $1.86B of Element Solutions stock for Q2 2016, up 1.3% quarter-over-quarter.
  • 29 funds opened new Element Solutions positions in Q2 2016 and 28 closed out, a net change of +1 holder.
  • The largest Element Solutions buyer in Q2 2016 was Sculptor Capital, an estimated $15.2M added.
  • The largest Element Solutions seller in Q2 2016 was Morgan Stanley, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2016.