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ETFC

E*Trade Financial Corporation
ETFC

Delisted

ETFC was delisted on the 1st of October, 2020.

336 hedge funds and large institutions have $5.54B invested in E*Trade Financial Corporation in 2014 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 127 increasing their positions, 116 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $77.7M | Put options by funds: $46.9M

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

2% more funds holding

Funds holding: 328336 (+8)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 116

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

10% less capital invested

Capital invested by funds: $6.14B → $5.54B (-$601M)

Holders
336
Holders Change
+8
Holders Change %
+2.44%
% of All Funds
9.66%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
57
Increased
127
Reduced
116
Closed
45
Calls
$77.7M
Puts
$46.9M
Net Calls
+$30.8M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
301
Schroder Investment Management Group
United Kingdom
$42.5K
ST
302
SpiderRock Trading
Illinois
$41K
LTFS
303
Ladenburg Thalmann Financial Services
Florida
$37K -$3.95K -188 -10%
AAM
304
Advisors Asset Management
Colorado
$34K
GLI
305
Guardian Life Insurance
New York
$34K
IRS
306
Invictus RG (Singapore)
Singapore
$30K +$29.7K +1,414 New
BGIM
307
Brandywine Global Investment Management
Pennsylvania
$19K
MA
308
MUFG Americas
New York
$17K +$17K +808 New
BRWA
309
B. Riley Wealth Advisors
Florida
$15.2K +$15K +713 New
LBG
310
Lloyds Banking Group
United Kingdom
$13K -$1.8M -85,419 -99%
MFS
311
MSI Financial Services
Massachusetts
$12K +$7.36K +350 +167%
Envestnet Asset Management
312
Envestnet Asset Management
Illinois
$11K +$694 +33 +7%
Creative Planning
313
Creative Planning
Kansas
$8K -$946 -45 -11%
MUMSS
314
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K +$8.2K +390 New
TRCT
315
Tower Research Capital (TRC)
New York
$7K -$17.7K -844 -72%
S
316
SignatureFD
Georgia
$7K +$6.64K +316 +1,756%
GSC
317
Ground Swell Capital
South Carolina
$7K +$6.77K +322 New
FWM
318
Focused Wealth Management
New York
$6K -$4.2K -200 -43%
WA
319
WFG Advisors
Texas
$6K
MCM
320
Manchester Capital Management
Vermont
$5K
CTC
321
Central Trust Company
Missouri
$4K
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$4K
FHA
323
First Horizon Advisors
Tennessee
$4K +$4.22K +201 New
PIA
324
Piedmont Investment Advisors
North Carolina
$3.55K
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$3K

ETFC Hedge Fund Activity: Q2 2014 in Review

336 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in E*Trade Financial Corporation (ETFC) for Q2 2014, worth a combined $5.54B — down 9.8% from $6.14B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ETFC positions and 45 closed out — a net gain of 12 holders — while 127 added to existing stakes and 116 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $131M. The largest seller was Columbus Circle Investors, exiting entirely with an estimated $106M sold.

  • 336 institutional investors held E*Trade Financial Corporation (ETFC) as of Q2 2014, up from 328 in Q1 2014.
  • Funds reported $5.54B of E*Trade Financial Corporation stock for Q2 2014, down 9.8% quarter-over-quarter.
  • 57 funds opened new E*Trade Financial Corporation positions in Q2 2014 and 45 closed out, a net change of +12 holders.
  • The largest E*Trade Financial Corporation buyer in Q2 2014 was Fidelity Investments, an estimated $131M added.
  • The largest E*Trade Financial Corporation seller in Q2 2014 was Columbus Circle Investors, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2014.