Frontdoor
FTDR
196 hedge funds and large institutions have $2.77B invested in Frontdoor in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 35 reducing their positions, and 30 closing their positions.
184% more call options, than puts
Call options by funds: $13M | Put options by funds: $4.57M
175% more funds holding in top 10
Funds holding in top 10: 4 → 11 (+7)
160% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 35
77% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 30
64% more capital invested
Capital invested by funds: $1.69B → $2.77B (+$1.08B)
19.77% more ownership
Funds ownership: 75.35% → 95.11% (+20%)
13% more funds holding
Funds holding: 173 → 196 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$53.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$45.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.7M |
| 4 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$42.8M |
| 5 |
HCM
Hoplite Capital Management
New York
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$23.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.7M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
-$11.7M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$9.76M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$6.52M |
FTDR Hedge Fund Activity: Q1 2019 in Review
196 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Frontdoor (FTDR) for Q1 2019, worth a combined $2.77B — up 64% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new FTDR positions and 30 closed out — a net gain of 23 holders — while 91 added to existing stakes and 35 trimmed.
The largest buyer was Iridian Asset Management, adding an estimated $53.8M. The largest seller was Janus Henderson Group, cutting an estimated $23.4M.
- 196 institutional investors held Frontdoor (FTDR) as of Q1 2019, up from 173 in Q4 2018.
- Funds reported $2.77B of Frontdoor stock for Q1 2019, up 64% quarter-over-quarter.
- 53 funds opened new Frontdoor positions in Q1 2019 and 30 closed out, a net change of +23 holders.
- The largest Frontdoor buyer in Q1 2019 was Iridian Asset Management, an estimated $53.8M added.
- The largest Frontdoor seller in Q1 2019 was Janus Henderson Group, an estimated $23.4M sold.
Based on aggregated 13F filings for Q1 2019.