We are live on ! Find out more

ETFC

E*Trade Financial Corporation

ETFC

Delisted

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

294 hedge funds and large institutions have $5.31B invested in E*Trade Financial Corporation in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New

Increased

Maintained

Reduced

Closed

99% more call options, than puts

Call options by funds: $104M | Put options by funds: $51.9M

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $4.43B → $5.31B (+$874M)

6% more funds holding

Funds holding: 277 → 294 (+17)

8% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 108

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders

294

Holders Change

+17

Holders Change %

+6.14%

% of All Funds

8.53%

Holding in Top 10

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-14.29%

% of All Funds

0.17%

New

Increased

Reduced

108

Closed

Calls

$104M

Puts

$51.9M

Net Calls

+$51.6M

Net Calls Change

+$21M

Top Buyers

Rank	Fund	Capital Flow
1	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	+$62.7M
2	JHIU Janus Henderson Investors US Denver, Colorado	+$61.8M
3	NRC North Run Capital Boston, Massachusetts	+$37.3M
4	1832 Asset Management Toronto, Ontario, Canada	+$35.6M
5	Vanguard Group Malvern, Pennsylvania	+$34.5M

Top Sellers

Rank	Fund	Capital Flow
1	Select Equity Group New York	-$89.2M
2	Bank of New York Mellon New York	-$50.9M
3	Wellington Management Group Boston, Massachusetts	-$28.6M
4	GCM Glenview Capital Management New York	-$26.8M
5	Fidelity Investments Boston, Massachusetts	-$25.2M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 First Trust Advisors Wheaton, Illinois	$42.4M	+$3.37M	+189,435	+10%
27	27 Geode Capital Management Boston, Massachusetts	$41.8M	+$1.7M	+95,697	+5%
28	NRC 28 North Run Capital Boston, Massachusetts	$41.2M	+$37.3M	+2,098,894	New
29	29 Arrowstreet Capital Boston, Massachusetts	$40M	+$17.3M	+975,942	+92%
30	MVP 30 Miller Value Partners Sarasota, Florida	$39.8M	+$1.39M	+77,950	+4%
31	31 1832 Asset Management Toronto, Ontario, Canada	$39.3M	+$35.6M	+2,004,020	New
32	32 Millennium Management New York	$39M	+$27M	+1,517,642	+324%
33	SC 33 Samlyn Capital New York	$38.6M	-$7M	-393,922	-17%
34	34 Wells Fargo San Francisco, California	$38.5M	-$6.57M	-369,597	-16%
35	OCM 35 Oaktree Capital Management Los Angeles, California	$36.6M	–	–	–
36	DGI 36 Disciplined Growth Investors Minneapolis, Minnesota	$32.1M	+$809K	+45,515	+3%
37	37 Select Equity Group New York	$30.4M	-$89.2M	-5,019,168	-76%
38	HHC 38 Hutchin Hill Capital New York	$29.7M	+$15.6M	+879,500	+139%
39	KCM 39 Kingstown Capital Management New York	$29.5M	-$15.5M	-870,200	-37%
40	40 Barclays London, United Kingdom	$29.4M	-$7.4M	-416,230	-21%
41	TA 41 Teachers Advisors New York	$29M	+$83.8K	+4,716	+0.3%
42	42 Renaissance Technologies New York	$28.6M	-$469K	-26,400	-2%
43	43 Two Sigma Investments New York	$27.8M	–	–	–
44	SONJCPFA 44 State of New Jersey Common Pension Fund A Trenton, New Jersey	$27.5M	–	–	–
45	45 Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$26.9M	-$1.27M	-71,685	-5%
46	CS 46 Credit Suisse Zurich, Switzerland	$26.3M	-$2.2M	-123,911	-8%
47	SRFM 47 Shannon River Fund Management New York	$25.8M	+$8M	+450,000	+52%
48	48 Morgan Stanley New York	$24.2M	+$13.7M	+768,548	+166%
49	49 JP Morgan Chase New York	$24.1M	+$6.57M	+369,729	+43%
50	50 Susquehanna International Group Bala Cynwyd, Pennsylvania	$22.4M	+$6.72M	+377,966	+49%

ETFC Hedge Fund Activity: Q4 2013 in Review

294 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in E*Trade Financial Corporation (ETFC) for Q4 2013, worth a combined $5.31B — up 20% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ETFC positions and 27 closed out — a net gain of 17 holders — while 99 added to existing stakes and 108 trimmed.

The largest buyer was ClearBridge LLC (Maryland), adding an estimated $62.7M. The largest seller was Select Equity Group, cutting an estimated $89.2M.

294 institutional investors held E*Trade Financial Corporation (ETFC) as of Q4 2013, up from 277 in Q3 2013.
Funds reported $5.31B of E*Trade Financial Corporation stock for Q4 2013, up 20% quarter-over-quarter.
44 funds opened new E*Trade Financial Corporation positions in Q4 2013 and 27 closed out, a net change of +17 holders.
The largest E*Trade Financial Corporation buyer in Q4 2013 was ClearBridge LLC (Maryland), an estimated $62.7M added.
The largest E*Trade Financial Corporation seller in Q4 2013 was Select Equity Group, an estimated $89.2M sold.

Based on aggregated 13F filings for Q4 2013.

E*Trade Financial Corporation ETFC