Frontdoor
FTDR
215 hedge funds and large institutions have $2.42B invested in Frontdoor in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 28 closing their positions.
7% more call options, than puts
Call options by funds: $2.46M | Put options by funds: $2.29M
1% more capital inflows, than outflows
Capital inflows: $320M | Capital outflows: $316M
1% less funds holding
Funds holding: 217 → 215 (-2)
4% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 28
1.29% less ownership
Funds ownership: 107.37% → 106.08% (-1.3%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
30% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mizuho Markets Americas
New York
|
+$44.9M |
| 2 |
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
+$44.9M |
| 3 |
Candlestick Capital Management
Greenwich,
Connecticut
|
+$37M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$31.7M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$101M |
| 2 |
New South Capital Management
Memphis,
Tennessee
|
-$41.2M |
| 3 |
J. Goldman & Co
New York
|
-$29.8M |
| 4 |
Invenomic Capital Management
Boston,
Massachusetts
|
-$16.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.8M |
FTDR Hedge Fund Activity: Q1 2023 in Review
215 of the 6,289 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 27 opened new positions — a net loss of 1 holder — while 90 trimmed existing stakes and 63 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.
- 215 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.
- 27 funds opened new Frontdoor positions in Q1 2023 and 28 closed out, a net change of -1 holder.
- 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.