Frontdoor
FTDR
282 hedge funds and large institutions have $2.96B invested in Frontdoor in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 28 closing their positions.
170% more call options, than puts
Call options by funds: $6.76M | Put options by funds: $2.5M
146% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 28
19% more capital invested
Capital invested by funds: $2.48B → $2.96B (+$476M)
16% more funds holding
Funds holding: 244 → 282 (+38)
4.77% more ownership
Funds ownership: 100.73% → 105.5% (+4.8%)
3% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 97
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$120M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$31.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$31.1M |
| 4 |
Man Group
London,
United Kingdom
|
+$22.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$60.1M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$54.9M |
| 3 |
PIM
Paradice Investment Management
Denver,
Colorado
|
-$31.7M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$29.4M |
| 5 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$16.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PRC
301
Pearl River Capital
Niles,
Michigan
| – | -$203K | -6,637 | Closed |
|
|
PI
302
PEAK6 Investments
Chicago,
Illinois
| – | -$158K | -4,739 | Closed |
|
303
Acadian Asset Management
Boston,
Massachusetts
| – | -$88K | -2,883 | Closed |
|
|
CFGS
304
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$9.91K | -298 | Closed |
|
|
CSPIA
305
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$7.13K | -233 | Closed |
|
|
DAM
306
Delta Asset Management
Memphis,
Tennessee
| – | -$6.12K | -200 | Closed |
|
|
PA
307
Parallel Advisors
San Francisco,
California
| – | -$1.96K | -64 | Closed |
|
|
CWP
308
Concord Wealth Partners
Abingdon,
Virginia
| – | -$612 | -20 | Closed |
|
|
IA
309
IFP Advisors
Tampa,
Florida
| – | -$306 | -10 | Closed |
|
|
HCP
310
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$275 | -9 | Closed |
|
FTDR Hedge Fund Activity: Q4 2023 in Review
282 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Frontdoor (FTDR) for Q4 2023, worth a combined $2.96B — up 19% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new FTDR positions and 28 closed out — a net gain of 41 holders — while 94 added to existing stakes and 97 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $120M. The largest seller was Mackenzie Financial, cutting an estimated $60.1M.
- 282 institutional investors held Frontdoor (FTDR) as of Q4 2023, up from 244 in Q3 2023.
- Funds reported $2.96B of Frontdoor stock for Q4 2023, up 19% quarter-over-quarter.
- 69 funds opened new Frontdoor positions in Q4 2023 and 28 closed out, a net change of +41 holders.
- The largest Frontdoor buyer in Q4 2023 was Morgan Stanley, an estimated $120M added.
- The largest Frontdoor seller in Q4 2023 was Mackenzie Financial, an estimated $60.1M sold.
Based on aggregated 13F filings for Q4 2023.