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ETFC

E*Trade Financial Corporation
ETFC

Delisted

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

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475 hedge funds and large institutions have $9.48B invested in E*Trade Financial Corporation in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 141 increasing their positions, 196 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

17% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 71

3% more capital invested

Capital invested by funds: $9.18B → $9.48B (+$304M)

3% more call options, than puts

Call options by funds: $251M | Put options by funds: $244M

1% more funds holding

Funds holding: 471 → 475 (+4)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 196

Holders
475
Holders Change
+4
Holders Change %
+0.85%
% of All Funds
9.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
83
Increased
141
Reduced
196
Closed
71
Calls
$251M
Puts
$244M
Net Calls
+$6.94M
Net Calls Change
+$48M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$505M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$119M
3
BS
Banco Santander
Spain
+$46.7M
4
Truist Financial
Truist Financial
North Carolina
+$44.4M
5
JCM
Junto Capital Management
New York
+$38.4M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$240M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$92.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$58.2M
5
Calamos Advisors
Calamos Advisors
Illinois
-$48.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
476
Prana Capital Management
Connecticut
– -$6.98M -159,697 Closed
EP
477
Edgestream Partners
New Jersey
– -$6.8M -155,762 Closed
PP
478
Prospector Partners
Connecticut
– -$4.67M -106,800 Closed
MCM
479
Maltese Capital Management
New York
– -$4.62M -105,700 Closed
KCM
480
Kennedy Capital Management
Missouri
– -$3.7M -84,692 Closed
CWM
481
Calamos Wealth Management
Illinois
– -$2.89M -66,066 Closed
CC
482
Caldera Capital
Texas
– -$2.84M -64,936 Closed
PDN
483
Pensionfund DSM Netherlands
Netherlands
– -$2.14M -48,000 Closed
ZIM
484
Zacks Investment Management
Illinois
– -$1.97M -45,045 Closed
ERSOT
485
Employees Retirement System of Texas
Texas
– -$1.75M -40,025 Closed
TCM
486
Teza Capital Management
Illinois
– -$1.68M -38,328 Closed
CM
487
Crestline Management
Texas
– -$1.62M -37,009 Closed
PS
488
Pensionfund Sabic
Netherlands
– -$1.47M -33,000 Closed
SM
489
Sciencast Management
New Jersey
– -$1.08M -26,976 Closed
GT
490
Glenmede Trust
Pennsylvania
– -$1.07K -24,455 Closed
PSP
491
Principal Street Partners
Tennessee
– -$1M -23,095 Closed
CCA
492
Catalyst Capital Advisors
New York
– -$743K -17,000 Closed
JMPWA
493
JP Morgan Private Wealth Advisors
California
– -$528K -12,077 Closed
TCM
494
Tributary Capital Management
Nebraska
– -$419K -9,600 Closed
CANY
495
Caxton Associates (New York)
New York
– -$414K -9,474 Closed
CAM
496
Cozad Asset Management
Illinois
– -$388K -8,890 Closed
UBG
497
United Bank (Georgia)
Georgia
– -$360K -8,247 Closed
QT
498
Quantamental Technologies
New York
– -$353K -8,083 Closed
PP
499
Prudential plc
United Kingdom
– -$310K -7,100 Closed
AMI
500
Amica Mutual Insurance
Rhode Island
– -$310K -7,090 Closed
18 19
20
21 22

ETFC Hedge Fund Activity: Q4 2019 in Review

475 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in E*Trade Financial Corporation (ETFC) for Q4 2019, worth a combined $9.48B — up 3.3% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new ETFC positions and 71 closed out — a net gain of 12 holders — while 141 added to existing stakes and 196 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $505M. The largest seller was Boston Partners, cutting an estimated $240M.

  • 475 institutional investors held E*Trade Financial Corporation (ETFC) as of Q4 2019, up from 471 in Q3 2019.
  • Funds reported $9.48B of E*Trade Financial Corporation stock for Q4 2019, up 3.3% quarter-over-quarter.
  • 83 funds opened new E*Trade Financial Corporation positions in Q4 2019 and 71 closed out, a net change of +12 holders.
  • The largest E*Trade Financial Corporation buyer in Q4 2019 was T. Rowe Price Associates, an estimated $505M added.
  • The largest E*Trade Financial Corporation seller in Q4 2019 was Boston Partners, an estimated $240M sold.

Based on aggregated 13F filings for Q4 2019.