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ETFC

E*Trade Financial Corporation
ETFC

Delisted

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

426 hedge funds and large institutions have $8.86B invested in E*Trade Financial Corporation in 2016 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 141 increasing their positions, 139 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 31

100% more call options, than puts

Call options by funds: $224M | Put options by funds: $112M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

22% more capital invested

Capital invested by funds: $7.28B → $8.86B (+$1.58B)

19% more funds holding

Funds holding: 359426 (+67)

1% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 139

Holders
426
Holders Change
+67
Holders Change %
+18.66%
% of All Funds
10.65%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.28%
New
104
Increased
141
Reduced
139
Closed
31
Calls
$224M
Puts
$112M
Net Calls
+$112M
Net Calls Change
+$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
376
Creative Planning
Kansas
$76K -$8.04K -252 -10%
AWM
377
Avior Wealth Management
Nebraska
$69K
NIPH
378
NN Investment Partners Holdings
Netherlands
$55K
AAM
379
Advisors Asset Management
Colorado
$39K -$3.19K -100 -8%
WAM
380
Wolverine Asset Management
Illinois
$38K
MFS
381
MSI Financial Services
Massachusetts
$38K +$6.03K +189 +21%
GLI
382
Guardian Life Insurance
New York
$36K
CPP
383
Crow Point Partners
Massachusetts
$33K +$30K +940 New
MA
384
MUFG Americas
New York
$28K
SFG
385
SevenBridge Financial Group
Pennsylvania
$28K
PIA
386
Piedmont Investment Advisors
North Carolina
$26.9K +$24.6K +770 +15,400%
PCM
387
Penserra Capital Management
California
$26K +$5.01K +157 +26%
Bessemer Group
388
Bessemer Group
New Jersey
$23K +$21.6K +676 New
HNB
389
Huntington National Bank
Ohio
$22K +$8.97K +281 +81%
TWA
390
TCI Wealth Advisors
Arizona
$19K
CFG
391
Citizens Financial Group
Rhode Island
$17K +$8.27K +259 +112%
PA
392
Parallel Advisors
California
$15K +$13.9K +436 New
GRP
393
Global Retirement Partners
California
$15K +$13.9K +437 New
CTC
394
Central Trust Company
Missouri
$14K +$6.38K +200 +100%
PFBT
395
Parkside Financial Bank & Trust
Missouri
$13K +$8.81K +276 +273%
Korea Investment Corp
396
Korea Investment Corp
South Korea
$11K -$1.71M -53,489 -99%
Loomis, Sayles & Company
397
Loomis, Sayles & Company
Massachusetts
$10K
WAM
398
Wealthspire Advisors (Maryland)
Maryland
$10K
IA
399
IFP Advisors
Florida
$10K +$2.68K +84 +38%
TDC
400
Thompson Davis & Co
Virginia
$10K +$9.51K +298 New

ETFC Hedge Fund Activity: Q4 2016 in Review

426 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in E*Trade Financial Corporation (ETFC) for Q4 2016, worth a combined $8.86B — up 22% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new ETFC positions and 31 closed out — a net gain of 73 holders — while 141 added to existing stakes and 139 trimmed.

The largest buyer was Vanguard Group, adding an estimated $80.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $240M.

  • 426 institutional investors held E*Trade Financial Corporation (ETFC) as of Q4 2016, up from 359 in Q3 2016.
  • Funds reported $8.86B of E*Trade Financial Corporation stock for Q4 2016, up 22% quarter-over-quarter.
  • 104 funds opened new E*Trade Financial Corporation positions in Q4 2016 and 31 closed out, a net change of +73 holders.
  • The largest E*Trade Financial Corporation buyer in Q4 2016 was Vanguard Group, an estimated $80.4M added.
  • The largest E*Trade Financial Corporation seller in Q4 2016 was T. Rowe Price Associates, an estimated $240M sold.

Based on aggregated 13F filings for Q4 2016.