Element Solutions
299 hedge funds and large institutions have $5.6B invested in Element Solutions in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 86 increasing their positions, 122 reducing their positions, and 32 closing their positions.
66% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 32
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more funds holding
Funds holding: 278 → 299 (+21)
8% more capital invested
Capital invested by funds: $5.21B → $5.6B (+$391M)
0.53% less ownership
Funds ownership: 93.18% → 92.65% (-0.53%)
30% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 122
73% less call options, than puts
Call options by funds: $5.4M | Put options by funds: $19.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
+$107M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$41.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$36.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$17.9M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$53.8M |
| 2 |
GCM
Gates Capital Management
New York
|
-$49.3M |
| 3 |
BlackRock
New York
|
-$39.8M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$38M |
| 5 |
Morgan Stanley
New York
|
-$34.6M |
ESI Hedge Fund Activity: Q1 2024 in Review
299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Element Solutions (ESI) for Q1 2024, worth a combined $5.6B — up 7.5% from $5.21B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new ESI positions and 32 closed out — a net gain of 21 holders — while 86 added to existing stakes and 122 trimmed.
The largest buyer was Glenview Capital Management, adding an estimated $107M. The largest seller was Copeland Capital Management, cutting an estimated $53.8M.
- 299 institutional investors held Element Solutions (ESI) as of Q1 2024, up from 278 in Q4 2023.
- Funds reported $5.6B of Element Solutions stock for Q1 2024, up 7.5% quarter-over-quarter.
- 53 funds opened new Element Solutions positions in Q1 2024 and 32 closed out, a net change of +21 holders.
- The largest Element Solutions buyer in Q1 2024 was Glenview Capital Management, an estimated $107M added.
- The largest Element Solutions seller in Q1 2024 was Copeland Capital Management, an estimated $53.8M sold.
Based on aggregated 13F filings for Q1 2024.