E*Trade Financial Corporation
ETFC
ETFC was delisted on the 1st of October, 2020.
328 hedge funds and large institutions have $6.14B invested in E*Trade Financial Corporation in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 26 closing their positions.
138% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 26
76% more call options, than puts
Call options by funds: $86.2M | Put options by funds: $48.8M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
16% more capital invested
Capital invested by funds: $5.31B → $6.14B (+$835M)
12% more funds holding
Funds holding: 294 → 328 (+34)
10% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$81.5M |
| 2 |
PC
PointState Capital
New York
|
+$70M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$35.8M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$33.7M |
| 5 |
LPLP
Lansdowne Partners Limited Partnership
London,
United Kingdom
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$59.9M |
| 2 |
CHCM
Columbus Hill Capital Management
Short Hills,
New Jersey
|
-$57.2M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$52.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$43.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$37.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BPBT
351
Boston Private Bank & Trust
Boston,
Massachusetts
| – | -$3K | -136 | Closed |
|
352
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -80 | Closed |
|
|
IFA
353
Interactive Financial Advisors
New Lenox,
Illinois
| – | +$219 | +10 | New |
|
ETFC Hedge Fund Activity: Q1 2014 in Review
328 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in E*Trade Financial Corporation (ETFC) for Q1 2014, worth a combined $6.14B — up 16% from $5.31B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ETFC positions and 26 closed out — a net gain of 36 holders — while 120 added to existing stakes and 109 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $81.5M. The largest seller was AllianceBernstein, cutting an estimated $59.9M.
- 328 institutional investors held E*Trade Financial Corporation (ETFC) as of Q1 2014, up from 294 in Q4 2013.
- Funds reported $6.14B of E*Trade Financial Corporation stock for Q1 2014, up 16% quarter-over-quarter.
- 62 funds opened new E*Trade Financial Corporation positions in Q1 2014 and 26 closed out, a net change of +36 holders.
- The largest E*Trade Financial Corporation buyer in Q1 2014 was Fidelity Investments, an estimated $81.5M added.
- The largest E*Trade Financial Corporation seller in Q1 2014 was AllianceBernstein, an estimated $59.9M sold.
Based on aggregated 13F filings for Q1 2014.