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ESND

Essendant Inc.
ESND

Delisted

ESND was delisted on the 30th of January, 2019.

131 hedge funds and large institutions have $724M invested in Essendant Inc. in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

14% less funds holding

Funds holding: 152131 (-21)

38% less capital invested

Capital invested by funds: $1.17B → $724M (-$443M)

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
131
Holders Change
-21
Holders Change %
-13.82%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
50
Closed
35
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$115M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$75.4M +$16.1M +731,269 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.1M -$398K -18,032 -0.6%
BFA
4
BlackRock Fund Advisors
California
$54.8M +$4.67M +211,572 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.4M +$440K +19,952 +0.9%
Macquarie Group
6
Macquarie Group
Australia
$27.1M -$27.8M -1,261,344 -49%
Allianz Asset Management
7
Allianz Asset Management
Germany
$25.4M -$3.52M -159,800 -11%
Pzena Investment Management
8
Pzena Investment Management
New York
$24.7M +$664K +30,132 +3%
BIT
9
BlackRock Institutional Trust
California
$19.2M -$315K -14,307 -2%
Northern Trust
10
Northern Trust
Illinois
$17.5M -$4.66M -211,249 -20%
Norges Bank
11
Norges Bank
Norway
$17.2M +$2.98M +135,000 +18%
State Street
12
State Street
Massachusetts
$16.5M -$805K -36,495 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$15M -$4.49M -203,733 -22%
WCM
14
Wedge Capital Management
North Carolina
$15M +$627K +28,429 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.95M -$254K -11,531 -2%
BA
16
BlackRock Advisors
Delaware
$9.68M +$4.56M +206,882 +78%
LSV Asset Management
17
LSV Asset Management
Illinois
$9.45M
First Manhattan
18
First Manhattan
New York
$9.18M -$297K -13,465 -3%
USAA
19
United Services Automobile Association
Texas
$8.45M +$1.36M +61,880 +18%
GC
20
Guggenheim Capital
Illinois
$8.42M +$1.41M +64,045 +18%
ICOM
21
Investment Counselors of Maryland
Maryland
$8.01M -$1.28M -58,050 -13%
Charles Schwab
22
Charles Schwab
California
$6.01M +$88 +4 +0%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.54M +$24.4K +1,108 +0.4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$5.53M +$138K +6,264 +2%
LCP
25
Lombardia Capital Partners
California
$5.48M +$5.89M +267,148 New

ESND Hedge Fund Activity: Q3 2016 in Review

131 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Essendant Inc. (ESND) for Q3 2016, worth a combined $724M — down 38% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ESND and 14 opened new positions — a net loss of 21 holders — while 50 trimmed existing stakes and 51 added.

The largest buyer was Wellington Management Group, adding an estimated $16.1M. The largest seller was Macquarie Group, cutting an estimated $27.8M.

  • 131 institutional investors held Essendant Inc. (ESND) as of Q3 2016, down from 152 in Q2 2016.
  • Funds reported $724M of Essendant Inc. stock for Q3 2016, down 38% quarter-over-quarter.
  • 14 funds opened new Essendant Inc. positions in Q3 2016 and 35 closed out, a net change of -21 holders.
  • The largest Essendant Inc. buyer in Q3 2016 was Wellington Management Group, an estimated $16.1M added.
  • The largest Essendant Inc. seller in Q3 2016 was Macquarie Group, an estimated $27.8M sold.

Based on aggregated 13F filings for Q3 2016.