We are live on ! Find out more
FDC

First Data Corporation
FDC

Delisted

FDC was delisted on the 26th of July, 2019.

442 hedge funds and large institutions have $13.1B invested in First Data Corporation in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 198 increasing their positions, 116 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $290M | Put options by funds: $122M

124% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 37

71% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 116

30% more capital invested

Capital invested by funds: $10.1B → $13.1B (+$3B)

23% more funds holding in top 10

Funds holding in top 10: 3037 (+7)

10% more funds holding

Funds holding: 401442 (+41)

Holders
442
Holders Change
+41
Holders Change %
+10.22%
% of All Funds
10.11%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.85%
New
83
Increased
198
Reduced
116
Closed
37
Calls
$290M
Puts
$122M
Net Calls
+$168M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
401
Parkside Financial Bank & Trust
Missouri
$24K +$12.2K +504 +101%
PK
402
Pflug Koory
Nebraska
$20K
MIM
403
MetLife Investment Management
New Jersey
$18.4K +$18.1K +750 New
OIA
404
OneDigital Investment Advisors
Kansas
$17K +$748 +31 +5%
ICM
405
IMS Capital Management
Oregon
$17K +$16.9K +700 New
SWM
406
SeaCrest Wealth Management
New York
$16K +$1.59K +66 +11%
AWM
407
AllSquare Wealth Management
New York
$15K
RE
408
RBC Europe
United Kingdom
$13.2K
FAM
409
Fred Alger Management
New York
$13K +$13K +541 New
YWP
410
YorkBridge Wealth Partners
New York
$12K
BWA
411
BDO Wealth Advisors
Florida
$12K +$12.1K +500 New
SCM
412
Stanley Capital Management
Texas
$11.2K -$2.09M -86,700 -16%
KJWM
413
Kiley Juergens Wealth Management
Washington
$11K
PAM
414
Panagora Asset Management
Massachusetts
$11K +$11.2K +463 New
SFSIG
415
San Francisco Sentry Investment Group
California
$10K +$1.3K +54 +16%
Loomis, Sayles & Company
416
Loomis, Sayles & Company
Massachusetts
$10K +$10.1K +418 New
BBHC
417
Brown Brothers Harriman & Co
New York
$10K +$10.3K +428 New
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.79K
AIS
419
Accurate Investment Solutions
Pennsylvania
$8K
TL
420
TrueWealth LLC
Georgia
$8K
WAM
421
Wealthspire Advisors (Maryland)
Maryland
$7K -$8.29K -344 -54%
CCM
422
Cribstone Capital Management
Maine
$7K
GRP
423
Global Retirement Partners
California
$7K +$5.4K +224 +448%
EWM
424
Edge Wealth Management
New York
$7K +$7.23K +300 New
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7.23K +300 New

FDC Hedge Fund Activity: Q3 2018 in Review

442 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Data Corporation (FDC) for Q3 2018, worth a combined $13.1B — up 30% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FDC positions and 37 closed out — a net gain of 46 holders — while 198 added to existing stakes and 116 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $528M. The largest seller was Stone Point Capital, cutting an estimated $177M.

  • 442 institutional investors held First Data Corporation (FDC) as of Q3 2018, up from 401 in Q2 2018.
  • Funds reported $13.1B of First Data Corporation stock for Q3 2018, up 30% quarter-over-quarter.
  • 83 funds opened new First Data Corporation positions in Q3 2018 and 37 closed out, a net change of +46 holders.
  • The largest First Data Corporation buyer in Q3 2018 was Lone Pine Capital, an estimated $528M added.
  • The largest First Data Corporation seller in Q3 2018 was Stone Point Capital, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2018.