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ETFC

E*Trade Financial Corporation
ETFC

Delisted

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

456 hedge funds and large institutions have $11B invested in E*Trade Financial Corporation in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 161 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 39

44% more call options, than puts

Call options by funds: $133M | Put options by funds: $92.3M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more capital invested

Capital invested by funds: $9.69B → $11B (+$1.36B)

6% more funds holding

Funds holding: 431456 (+25)

7% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 174

Holders
456
Holders Change
+25
Holders Change %
+5.8%
% of All Funds
11.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
70
Increased
161
Reduced
174
Closed
39
Calls
$133M
Puts
$92.3M
Net Calls
+$40.6M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
401
Sun Life Financial
Ontario, Canada
$88K +$162 +4 +0.2%
AWM
402
Avior Wealth Management
Nebraska
$87K
Nisa Investment Advisors
403
Nisa Investment Advisors
Missouri
$85K -$20.3K -500 -20%
ZB
404
Zions Bancorporation
Utah
$84K +$75.7K +1,865 +2,664%
EMG
405
ETF Managers Group
New Jersey
$66K +$5.44K +134 +10%
OAM
406
Oppenheimer Asset Management
New York
$62K -$16.2K -400 -22%
TRCT
407
Tower Research Capital (TRC)
New York
$55K +$42.9K +1,057 +496%
ASN
408
Advisory Services Network
Georgia
$53K +$8.89K +219 +22%
SGAM
409
Smith Group Asset Management
Texas
$48K +$45.1K +1,110 New
SFG
410
SevenBridge Financial Group
Pennsylvania
$44K
BTIS
411
BB&T Investment Services
North Carolina
$34K +$19.2K +472 +99%
RFS
412
Rockefeller Financial Services
New York
$31K +$28.7K +706 New
GLI
413
Guardian Life Insurance
New York
$28K +$1.14K +28 +5%
Loomis, Sayles & Company
414
Loomis, Sayles & Company
Massachusetts
$27K -$7.39K -182 -23%
Bessemer Group
415
Bessemer Group
New Jersey
$26K -$1.05M -25,969 -98%
WAM
416
Wealthspire Advisors (Maryland)
Maryland
$26K +$5.85K +144 +33%
TWA
417
TCI Wealth Advisors
Arizona
$24K
FPF
418
FNY Partners Fund
New York
$21K -$71.1K -1,750 -78%
TDC
419
Thompson Davis & Co
Virginia
$20K -$1.18K -29 -6%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$20K +$9.83K +242 +117%
IWM
421
IHT Wealth Management
Illinois
$19K -$71.7K -1,765 -80%
HR
422
Howe & Rusling
New York
$18K +$8.37K +206 +105%
MSFP
423
Mark Sheptoff Financial Planning
Connecticut
$17K +$16.2K +400 New
PA
424
Parallel Advisors
California
$16K
GRP
425
Global Retirement Partners
California
$14K -$1.95K -48 -13%

ETFC Hedge Fund Activity: Q3 2017 in Review

456 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in E*Trade Financial Corporation (ETFC) for Q3 2017, worth a combined $11B — up 14% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ETFC positions and 39 closed out — a net gain of 31 holders — while 161 added to existing stakes and 174 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $108M. The largest seller was Citadel Advisors, cutting an estimated $176M.

  • 456 institutional investors held E*Trade Financial Corporation (ETFC) as of Q3 2017, up from 431 in Q2 2017.
  • Funds reported $11B of E*Trade Financial Corporation stock for Q3 2017, up 14% quarter-over-quarter.
  • 70 funds opened new E*Trade Financial Corporation positions in Q3 2017 and 39 closed out, a net change of +31 holders.
  • The largest E*Trade Financial Corporation buyer in Q3 2017 was Thrivent Financial for Lutherans, an estimated $108M added.
  • The largest E*Trade Financial Corporation seller in Q3 2017 was Citadel Advisors, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2017.