E*Trade Financial Corporation
ETFC
ETFC was delisted on the 1st of October, 2020.
347 hedge funds and large institutions have $7.89B invested in E*Trade Financial Corporation in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 119 increasing their positions, 124 reducing their positions, and 34 closing their positions.
122% more call options, than puts
Call options by funds: $117M | Put options by funds: $52.5M
74% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 34
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
20% more capital invested
Capital invested by funds: $6.58B → $7.89B (+$1.32B)
6% more funds holding
Funds holding: 327 → 347 (+20)
4% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$84.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$75.9M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$75.3M |
| 4 |
Primecap Management
Pasadena,
California
|
+$56.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$52.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Omega Advisors
New York
|
-$50.1M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
-$42.1M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$40.1M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$39.5M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$38.7M |
ETFC Hedge Fund Activity: Q1 2015 in Review
347 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in E*Trade Financial Corporation (ETFC) for Q1 2015, worth a combined $7.89B — up 20% from $6.58B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new ETFC positions and 34 closed out — a net gain of 25 holders — while 119 added to existing stakes and 124 trimmed.
The largest buyer was Systematic Financial Management, opening a new position worth an estimated $84.3M. The largest seller was Omega Advisors, cutting an estimated $50.1M.
- 347 institutional investors held E*Trade Financial Corporation (ETFC) as of Q1 2015, up from 327 in Q4 2014.
- Funds reported $7.89B of E*Trade Financial Corporation stock for Q1 2015, up 20% quarter-over-quarter.
- 59 funds opened new E*Trade Financial Corporation positions in Q1 2015 and 34 closed out, a net change of +25 holders.
- The largest E*Trade Financial Corporation buyer in Q1 2015 was Systematic Financial Management, an estimated $84.3M added.
- The largest E*Trade Financial Corporation seller in Q1 2015 was Omega Advisors, an estimated $50.1M sold.
Based on aggregated 13F filings for Q1 2015.