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Element Solutions

256 hedge funds and large institutions have $3.6B invested in Element Solutions in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 80 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $6.38M

34% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 80

0.37% more ownership

Funds ownership: 89.84%90.22% (+0.37%)

3% less funds holding

Funds holding: 263256 (-7)

9% less capital invested

Capital invested by funds: $3.96B → $3.6B (-$360M)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
256
Holders Change
-7
Holders Change %
-2.66%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
107
Reduced
80
Closed
40
Calls
$13.3M
Puts
$6.38M
Net Calls
+$6.89M
Net Calls Change
+$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$359M +$4M +214,544 +1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$276M +$317M +16,975,428 New
Wellington Management Group
3
Wellington Management Group
Massachusetts
$270M +$37.5M +2,008,514 +14%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$229M -$21.9M -1,174,699 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$227M -$5.97M -319,944 -2%
BlackRock
6
BlackRock
New York
$186M -$4.43M -237,244 -2%
GCM
7
Gates Capital Management
New York
$164M +$4.27M +229,085 +2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$119M -$708K -37,966 -0.5%
American Century Companies
9
American Century Companies
Missouri
$96.1M +$10.9M +584,185 +11%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$85M -$2.2M -118,111 -2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$71.7M -$325M -17,437,377 -80%
VNIM
12
Vaughan Nelson Investment Management
Texas
$70.2M +$10.2M +547,595 +15%
GCM
13
Glenview Capital Management
New York
$62.7M -$5.79M -310,221 -7%
AllianceBernstein
14
AllianceBernstein
Tennessee
$61.7M -$7.24M -388,021 -9%
Invesco
15
Invesco
Georgia
$60.4M -$16.1M -865,108 -19%
GKIM
16
GW&K Investment Management
Massachusetts
$57.1M +$6.05M +323,965 +10%
State Street
17
State Street
Massachusetts
$56.7M -$1.01M -54,190 -2%
RA
18
Royce & Associates
New York
$53.5M +$1.92M +102,643 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$47.3M +$1.72M +92,273 +3%
SAM
20
Silvercrest Asset Management
New York
$45.6M -$8.8M -471,738 -14%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$44M -$2.37M -127,119 -4%
NSCM
22
New South Capital Management
Tennessee
$41M +$19.6M +1,050,468 +71%
Norges Bank
23
Norges Bank
Norway
$40.9M +$3.63M +194,637 +8%
SBH
24
Segall Bryant & Hamill
Illinois
$36.9M +$3.15M +168,711 +8%
LWCA
25
Locust Wood Capital Advisers
New York
$36.3M -$5.74M -307,448 -12%

ESI Hedge Fund Activity: Q3 2022 in Review

256 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Element Solutions (ESI) for Q3 2022, worth a combined $3.6B — down 9.1% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ESI and 36 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 107 added.

The largest buyer was Wellington Management Group, adding an estimated $37.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $325M.

  • 256 institutional investors held Element Solutions (ESI) as of Q3 2022, down from 263 in Q2 2022.
  • Funds reported $3.6B of Element Solutions stock for Q3 2022, down 9.1% quarter-over-quarter.
  • 36 funds opened new Element Solutions positions in Q3 2022 and 40 closed out, a net change of -4 holders.
  • The largest Element Solutions buyer in Q3 2022 was Wellington Management Group, an estimated $37.5M added.
  • The largest Element Solutions seller in Q3 2022 was T. Rowe Price Associates, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2022.