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Frontdoor

214 hedge funds and large institutions have $2.42B invested in Frontdoor in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 90 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $1.82B → $2.42B (+$599M)

7% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $2.29M

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

1% less funds holding

Funds holding: 217214 (-3)

2.78% less ownership

Funds ownership: 108.86%106.08% (-2.8%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 90

Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
26
Increased
64
Reduced
90
Closed
28
Calls
$2.46M
Puts
$2.29M
Net Calls
+$170K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$2.02M +$470K +17,796 +33%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$1.94M +$1.84M +69,453 New
American Century Companies
78
American Century Companies
Missouri
$1.81M +$23K +871 +1%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$1.7M +$45K +1,704 +3%
PA
80
Paralel Advisors
Colorado
$1.7M +$42.3K +1,602 +3%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.68M -$5.8M -219,453 -78%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$1.62M +$833K +31,513 +118%
ACM
83
Aquatic Capital Management
Illinois
$1.59M +$1.39M +52,700 +1,171%
SOADOR
84
State of Alaska Department of Revenue
Alaska
$1.55M -$24.9K -941 -2%
M&T Bank
85
M&T Bank
New York
$1.54M -$843K -31,888 -37%
Deutsche Bank
86
Deutsche Bank
Germany
$1.53M +$393K +14,881 +37%
Citadel Advisors
87
Citadel Advisors
Florida
$1.43M -$322K -12,189 -19%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$1.33M -$326K -12,340 -21%
YCM
89
Yousif Capital Management
Michigan
$1.28M -$158K -5,975 -12%
WIC
90
Willis Investment Counsel
Georgia
$1.27M +$139K +5,243 +13%
GLA
91
Great Lakes Advisors
Illinois
$1.26M +$1.59K +60 +0.1%
AIG
92
American International Group
New York
$1.26M +$5.58K +211 +0.5%
QC
93
Quadrature Capital
United Kingdom
$1.21M +$1.15M +43,371 New
MIM
94
MetLife Investment Management
New Jersey
$1.2M
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.2M -$571K -21,590 -33%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$1.19M -$400K -15,118 -26%
Citigroup
97
Citigroup
New York
$1.19M -$256K -9,692 -19%
Assenagon Asset Management
98
Assenagon Asset Management
Luxembourg
$1.13M -$2.94M -111,406 -73%
MC
99
McMorgan & Co
California
$1.1M -$1.06M -40,134 -50%
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$1.06M -$18.5K -700 -2%

FTDR Hedge Fund Activity: Q1 2023 in Review

214 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Frontdoor (FTDR) for Q1 2023, worth a combined $2.42B — up 33% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FTDR and 26 opened new positions — a net loss of 2 holders — while 90 trimmed existing stakes and 64 added.

The largest buyer was Mizuho Markets Americas, opening a new position worth an estimated $44.9M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $101M.

  • 214 institutional investors held Frontdoor (FTDR) as of Q1 2023, down from 217 in Q4 2022.
  • Funds reported $2.42B of Frontdoor stock for Q1 2023, up 33% quarter-over-quarter.
  • 26 funds opened new Frontdoor positions in Q1 2023 and 28 closed out, a net change of -2 holders.
  • The largest Frontdoor buyer in Q1 2023 was Mizuho Markets Americas, an estimated $44.9M added.
  • The largest Frontdoor seller in Q1 2023 was ArrowMark Colorado Holdings, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2023.