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ETFC

E*Trade Financial Corporation
ETFC

Delisted

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

368 hedge funds and large institutions have $7.32B invested in E*Trade Financial Corporation in 2015 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 133 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.9M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

9% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 133

2% less funds holding

Funds holding: 375368 (-7)

10% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 49

10% less capital invested

Capital invested by funds: $8.17B → $7.32B (-$850M)

Holders
368
Holders Change
-7
Holders Change %
-1.87%
% of All Funds
10.27%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.25%
New
44
Increased
145
Reduced
133
Closed
49
Calls
$148M
Puts
$72.9M
Net Calls
+$74.9M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$687M +$972K +35,045 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$662M +$55.9M +2,016,852 +9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$638M +$51.2M +1,846,385 +8%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$399M +$59.7M +2,151,786 +17%
JHIU
5
Janus Henderson Investors US
Colorado
$349M +$9.87M +355,963 +3%
State Street
6
State Street
Massachusetts
$297M -$273K -9,834 -0.1%
Invesco
7
Invesco
Georgia
$279M +$75.9M +2,737,996 +35%
BIT
8
BlackRock Institutional Trust
California
$202M -$5.56M -200,631 -3%
SFM
9
Systematic Financial Management
New Jersey
$160M +$929K +33,526 +0.6%
Primecap Management
10
Primecap Management
California
$147M +$13.3M +480,900 +9%
BFA
11
BlackRock Fund Advisors
California
$123M +$400K +14,416 +0.3%
BRC
12
Blue Ridge Capital
New York
$116M -$20.5M -740,000 -14%
SC
13
Samlyn Capital
New York
$112M +$1.62M +58,508 +1%
SCM
14
Sterling Capital Management
North Carolina
$111M -$6.49M -233,942 -5%
OA
15
Omega Advisors
New York
$103M -$6.19M -223,449 -5%
SCA
16
Southpoint Capital Advisors
New York
$98.7M +$48.5M +1,750,000 +88%
Northern Trust
17
Northern Trust
Illinois
$95.6M -$5.49M -197,867 -5%
FCM
18
Frontier Capital Management
Massachusetts
$87.9M -$25.6K -923 -0%
PCM
19
Pennant Capital Management
New Jersey
$87.2M +$91.8M +3,310,602 New
CRM
20
Cramer Rosenthal McGlynn
Connecticut
$82.3M +$20.4M +736,360 +31%
First Trust Advisors
21
First Trust Advisors
Illinois
$78.7M +$14.3M +517,549 +21%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$76.8M -$13.8M -495,972 -15%
Millennium Management
23
Millennium Management
New York
$74.1M +$62M +2,237,175 +388%
Norges Bank
24
Norges Bank
Norway
$73.4M +$8.62M +310,997 +13%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$64.2M +$1.74M +62,789 +3%

ETFC Hedge Fund Activity: Q3 2015 in Review

368 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in E*Trade Financial Corporation (ETFC) for Q3 2015, worth a combined $7.32B — down 10% from $8.17B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of ETFC and 44 opened new positions — a net loss of 5 holders — while 133 trimmed existing stakes and 145 added.

The largest buyer was Pennant Capital Management, opening a new position worth an estimated $91.8M. The largest seller was ClearBridge LLC (Maryland), exiting entirely with an estimated $84.9M sold.

  • 368 institutional investors held E*Trade Financial Corporation (ETFC) as of Q3 2015, down from 375 in Q2 2015.
  • Funds reported $7.32B of E*Trade Financial Corporation stock for Q3 2015, down 10% quarter-over-quarter.
  • 44 funds opened new E*Trade Financial Corporation positions in Q3 2015 and 49 closed out, a net change of -5 holders.
  • The largest E*Trade Financial Corporation buyer in Q3 2015 was Pennant Capital Management, an estimated $91.8M added.
  • The largest E*Trade Financial Corporation seller in Q3 2015 was ClearBridge LLC (Maryland), an estimated $84.9M sold.

Based on aggregated 13F filings for Q3 2015.