Frontdoor
FTDR
242 hedge funds and large institutions have $4.19B invested in Frontdoor in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 90 reducing their positions, and 35 closing their positions.
108% more call options, than puts
Call options by funds: $15.8M | Put options by funds: $7.58M
18% more capital invested
Capital invested by funds: $3.54B → $4.19B (+$648M)
14% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 35
5.86% more ownership
Funds ownership: 95.93% → 101.79% (+5.9%)
2% more funds holding
Funds holding: 238 → 242 (+4)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$277M |
| 2 |
Renaissance Technologies
New York
|
+$50.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$45.8M |
| 4 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
+$31.2M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hoplite Capital Management
New York
|
-$48.8M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$39.9M |
| 3 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$27.1M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$21.9M |
| 5 |
DKCM
Davidson Kempner Capital Management
New York
|
-$21.7M |
FTDR Hedge Fund Activity: Q3 2019 in Review
242 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Frontdoor (FTDR) for Q3 2019, worth a combined $4.19B — up 18% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FTDR positions and 35 closed out — a net gain of 5 holders — while 90 added to existing stakes and 90 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $277M. The largest seller was Hoplite Capital Management, exiting entirely with an estimated $48.8M sold.
- 242 institutional investors held Frontdoor (FTDR) as of Q3 2019, up from 238 in Q2 2019.
- Funds reported $4.19B of Frontdoor stock for Q3 2019, up 18% quarter-over-quarter.
- 40 funds opened new Frontdoor positions in Q3 2019 and 35 closed out, a net change of +5 holders.
- The largest Frontdoor buyer in Q3 2019 was Capital Research Global Investors, an estimated $277M added.
- The largest Frontdoor seller in Q3 2019 was Hoplite Capital Management, an estimated $48.8M sold.
Based on aggregated 13F filings for Q3 2019.