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Eagle Materials

253 hedge funds and large institutions have $3.44B invested in Eagle Materials in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $132M | Put options by funds: $56.6M

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

13% more capital invested

Capital invested by funds: $3.04B → $3.44B (+$402M)

10% more funds holding

Funds holding: 230253 (+23)

4.49% more ownership

Funds ownership: 84.69%89.18% (+4.5%)

0% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 89

Holders
253
Holders Change
+23
Holders Change %
+10%
% of All Funds
7.34%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
47
Increased
89
Reduced
89
Closed
23
Calls
$132M
Puts
$56.6M
Net Calls
+$75.3M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$240M +$51M +677,942 +28%
MAM
2
Marketfield Asset Management
New York
$214M +$916K +12,176 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$201M +$8.93M +118,617 +5%
FCM
4
Frontier Capital Management
Massachusetts
$182M +$17.5M +232,569 +11%
BFA
5
BlackRock Fund Advisors
California
$140M +$5.97M +79,314 +5%
FAM
6
Fred Alger Management
New York
$121M +$64.9M +862,294 +124%
Ameriprise
7
Ameriprise
Minnesota
$121M -$24.8M -328,893 -17%
State Street
8
State Street
Massachusetts
$109M -$3.2M -42,557 -3%
BIT
9
BlackRock Institutional Trust
California
$106M +$6.47M +85,929 +7%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$101M +$7.6M +100,974 +8%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$79.4M +$16.4M +217,600 +27%
HCM
12
Hoplite Capital Management
New York
$78.4M +$46.3M +615,459 +155%
GA
13
GRS Advisors
Illinois
$67.9M +$9.17M +121,800 +16%
First Trust Advisors
14
First Trust Advisors
Illinois
$64.3M +$4.71M +62,561 +8%
ZE
15
ZBI Equities
New York
$61.4M +$59.7M +793,451 New
CCI
16
Columbus Circle Investors
$58.6M +$8.9M +118,243 +19%
RIM
17
Rainier Investment Management
Washington
$55.6M -$7.23M -96,040 -12%
Morgan Stanley
18
Morgan Stanley
New York
$53.3M -$7.27M -96,632 -12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$49.3M -$1.25M -16,602 -3%
GGHC
20
Gilder Gagnon Howe & Co
New York
$48.7M +$11.9M +158,762 +34%
Fidelity International
21
Fidelity International
Bermuda
$41.5M +$5.71M +75,889 +16%
O
22
OppenheimerFunds
New York
$37.3M +$3.07M +40,780 +9%
Invesco
23
Invesco
Georgia
$32.7M -$830K -11,030 -3%
Northern Trust
24
Northern Trust
Illinois
$32.2M +$127K +1,686 +0.4%
Norges Bank
25
Norges Bank
Norway
$30.8M -$998K -13,257 -3%

EXP Hedge Fund Activity: Q4 2013 in Review

253 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eagle Materials (EXP) for Q4 2013, worth a combined $3.44B — up 13% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EXP positions and 23 closed out — a net gain of 24 holders — while 89 added to existing stakes and 89 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $64.9M. The largest seller was SAC Capital Advisors, cutting an estimated $60.9M.

  • 253 institutional investors held Eagle Materials (EXP) as of Q4 2013, up from 230 in Q3 2013.
  • Funds reported $3.44B of Eagle Materials stock for Q4 2013, up 13% quarter-over-quarter.
  • 47 funds opened new Eagle Materials positions in Q4 2013 and 23 closed out, a net change of +24 holders.
  • The largest Eagle Materials buyer in Q4 2013 was Fred Alger Management, an estimated $64.9M added.
  • The largest Eagle Materials seller in Q4 2013 was SAC Capital Advisors, an estimated $60.9M sold.

Based on aggregated 13F filings for Q4 2013.