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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
BCM
501
Bayesian Capital Management
New York
– -$297K -6,803 Closed
GCA
502
Gideon Capital Advisors
New York
– -$289K -6,612 Closed
PVWM
503
Point View Wealth Management
New Jersey
– -$287K -6,572 Closed
VAS
504
Vestmark Advisory Solutions
Massachusetts
– -$250K -5,716 Closed
HF
505
HRT Financial
New York
– -$235K -5,399 Closed
BC
506
Brinker Capital
Pennsylvania
– -$215K -4,920 Closed
CQS
507
Credential Qtrade Securities
– -$213K -4,881 Closed
LNWWM
508
Laird Norton Wetherby Wealth Management
California
– -$213K -4,874 Closed
CNBT
509
Canandaigua National Bank & Trust
New York
– -$211K -4,827 Closed
ACI
510
Alpha Cubed Investments
California
– -$208K -4,757 Closed
CHAM
511
Clear Harbor Asset Management
Connecticut
– -$207K -4,737 Closed
PHK
512
Point72 Hong Kong
Hong Kong
– -$86K -1,961 Closed
NCM
513
Nelson Capital Management
California
– -$18K -1,354 Closed
GSWM
514
Golden State Wealth Management
California
– -$57K -1,300 Closed
O
515
Ossiam
France
– -$48K -1,098 Closed
ARMT
516
Amica Retiree Medical Trust
Rhode Island
– -$45K -1,028 Closed
HIIFS
517
Harel Insurance Investments & Financial Services
Israel
– -$31K -700 Closed
SGAM
518
Smith Group Asset Management
Texas
– -$27K -620 Closed
SB
519
Strategic Blueprint
Georgia
– -$20K -450 Closed
VEA
520
Virtus ETF Advisers
New York
– -$19K -430 Closed
TA
521
Thor Advisors
New York
– -$17K -393 Closed
PCM
522
Prelude Capital Management
New York
– -$10.4K -243 Closed
HIM
523
Hillsdale Investment Management
Ontario, Canada
– -$7K -160 Closed
GWAG
524
Garrett Wealth Advisory Group
Texas
– -$6.68K -153 Closed
CIAS
525
Capital Investment Advisory Services
North Carolina
– -$7K -150 Closed
18 19 20
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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.