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Frontdoor

233 hedge funds and large institutions have $3.07B invested in Frontdoor in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

2% more funds holding

Funds holding: 228233 (+5)

9% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.49% less ownership

Funds ownership: 99.26%98.77% (-0.49%)

14% less capital invested

Capital invested by funds: $3.57B → $3.07B (-$503M)

75% less call options, than puts

Call options by funds: $770K | Put options by funds: $3.06M

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
50
Increased
83
Reduced
76
Closed
44
Calls
$770K
Puts
$3.06M
Net Calls
-$2.29M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Confluence Investment Management
Missouri
$31.1M +$2.19M +57,671 +7%
ACM
27
Atlanta Capital Management
Georgia
$30.1M -$125M -3,289,494 -80%
Norges Bank
28
Norges Bank
Norway
$28M +$448K +11,811 +2%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$24.5M +$17.4M +457,606 +218%
BCA
30
Bernzott Capital Advisors
California
$23.1M -$24.9K -655 -0.1%
AC
31
Armistice Capital
New York
$22.9M +$23.7M +624,000 New
MAM
32
Majedie Asset Management
United Kingdom
$21.9M +$1.68M +44,119 +8%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$21.6M +$1.9M +50,122 +9%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$21.2M +$10M +264,037 +84%
Morgan Stanley
35
Morgan Stanley
New York
$18.6M +$8.68M +228,555 +82%
Northern Trust
36
Northern Trust
Illinois
$18.5M -$438K -11,542 -2%
Charles Schwab
37
Charles Schwab
California
$18.4M +$439K +11,559 +2%
ACM
38
Ararat Capital Management
Connecticut
$18.4M -$3.39M -89,357 -15%
Bank of America
39
Bank of America
North Carolina
$16.1M -$4.61M -121,440 -22%
TSW
40
Thompson Siegel & Walmsley
Virginia
$15.8M +$7.29M +191,912 +80%
Deutsche Bank
41
Deutsche Bank
Germany
$15.7M -$142K -3,745 -0.9%
BCM
42
Billings Capital Management
Virginia
$13.7M +$3.55M +93,439 +33%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$13.1M -$4.18M -110,000 -24%
FAM
44
Fenimore Asset Management
New York
$12.9M +$12.2K +320 +0.1%
Invesco
45
Invesco
Georgia
$12.8M +$1.08M +28,337 +9%
N
46
Nuveen
North Carolina
$12.1M -$1.91M -50,207 -13%
ClearBridge Investments
47
ClearBridge Investments
New York
$11.2M -$445K -11,722 -4%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$10.7M +$11.1M +291,728 New
BCIM
49
Black Creek Investment Management
Ontario, Canada
$10.6M +$4.94M +130,000 +81%
LWIC
50
Leith Wheeler Investment Counsel
British Columbia, Canada
$10.2M +$2.08M +54,890 +25%

FTDR Hedge Fund Activity: Q4 2021 in Review

233 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Frontdoor (FTDR) for Q4 2021, worth a combined $3.07B — down 14% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FTDR positions and 44 closed out — a net gain of 6 holders — while 83 added to existing stakes and 76 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $99.6M. The largest seller was Atlanta Capital Management, cutting an estimated $125M.

  • 233 institutional investors held Frontdoor (FTDR) as of Q4 2021, up from 228 in Q3 2021.
  • Funds reported $3.07B of Frontdoor stock for Q4 2021, down 14% quarter-over-quarter.
  • 50 funds opened new Frontdoor positions in Q4 2021 and 44 closed out, a net change of +6 holders.
  • The largest Frontdoor buyer in Q4 2021 was ArrowMark Colorado Holdings, an estimated $99.6M added.
  • The largest Frontdoor seller in Q4 2021 was Atlanta Capital Management, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.