E*Trade Financial Corporation
ETFC
ETFC was delisted on the 1st of October, 2020.
471 hedge funds and large institutions have $9.18B invested in E*Trade Financial Corporation in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 223 reducing their positions, and 81 closing their positions.
8% less capital invested
Capital invested by funds: $9.97B → $9.18B (-$788M)
8% less funds holding
Funds holding: 514 → 471 (-43)
29% less call options, than puts
Call options by funds: $99.2M | Put options by funds: $140M
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
35% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 223
49% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$134M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$64.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$53.4M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$52.8M |
| 5 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$99M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$80.3M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$65.7M |
| 4 |
Millennium Management
New York
|
-$65M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$64M |
ETFC Hedge Fund Activity: Q3 2019 in Review
471 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in E*Trade Financial Corporation (ETFC) for Q3 2019, worth a combined $9.18B — down 7.9% from $9.97B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of ETFC and 41 opened new positions — a net loss of 40 holders — while 223 trimmed existing stakes and 144 added.
The largest buyer was Lazard Asset Management, adding an estimated $134M. The largest seller was Fidelity Investments, cutting an estimated $99M.
- 471 institutional investors held E*Trade Financial Corporation (ETFC) as of Q3 2019, down from 514 in Q2 2019.
- Funds reported $9.18B of E*Trade Financial Corporation stock for Q3 2019, down 7.9% quarter-over-quarter.
- 41 funds opened new E*Trade Financial Corporation positions in Q3 2019 and 81 closed out, a net change of -40 holders.
- The largest E*Trade Financial Corporation buyer in Q3 2019 was Lazard Asset Management, an estimated $134M added.
- The largest E*Trade Financial Corporation seller in Q3 2019 was Fidelity Investments, an estimated $99M sold.
Based on aggregated 13F filings for Q3 2019.