Frontdoor
FTDR
283 hedge funds and large institutions have $2.87B invested in Frontdoor in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 28 closing their positions.
170% more call options, than puts
Call options by funds: $6.76M | Put options by funds: $2.5M
146% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 28
16% more capital invested
Capital invested by funds: $2.48B → $2.87B (+$387M)
16% more funds holding
Funds holding: 245 → 283 (+38)
1.59% more ownership
Funds ownership: 100.73% → 102.32% (+1.6%)
3% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 97
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$36.1M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$31.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$31.1M |
| 4 |
Man Group
London,
United Kingdom
|
+$22.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$60.1M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$54.9M |
| 3 |
PIM
Paradice Investment Management
Denver,
Colorado
|
-$31.7M |
| 4 |
Janus Henderson Group
London,
|
-$29.4M |
| 5 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$16.5M |
FTDR Hedge Fund Activity: Q4 2023 in Review
283 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Frontdoor (FTDR) for Q4 2023, worth a combined $2.87B — up 16% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new FTDR positions and 28 closed out — a net gain of 41 holders — while 94 added to existing stakes and 97 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $36.1M. The largest seller was Mackenzie Financial, cutting an estimated $60.1M.
- 283 institutional investors held Frontdoor (FTDR) as of Q4 2023, up from 245 in Q3 2023.
- Funds reported $2.87B of Frontdoor stock for Q4 2023, up 16% quarter-over-quarter.
- 69 funds opened new Frontdoor positions in Q4 2023 and 28 closed out, a net change of +41 holders.
- The largest Frontdoor buyer in Q4 2023 was Morgan Stanley, an estimated $36.1M added.
- The largest Frontdoor seller in Q4 2023 was Mackenzie Financial, an estimated $60.1M sold.
Based on aggregated 13F filings for Q4 2023.