Helen of Troy
HELE
181 hedge funds and large institutions have $1.88B invested in Helen of Troy in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 23 closing their positions.
169% more call options, than puts
Call options by funds: $3.22M | Put options by funds: $1.2M
87% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 23
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more capital invested
Capital invested by funds: $1.41B → $1.88B (+$470M)
12% more funds holding
Funds holding: 162 → 181 (+19)
35% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$54.5M |
| 2 |
State Street
Boston,
Massachusetts
|
+$22.2M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$12.9M |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$11M |
| 5 |
FCM
Force Capital Management
New York
|
+$8.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHCM
Sachem Head Capital Management
New York
|
-$59.3M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$52.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.7M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$11.4M |
| 5 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$10.8M |
HELE Hedge Fund Activity: Q1 2014 in Review
181 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2014, worth a combined $1.88B — up 33% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new HELE positions and 23 closed out — a net gain of 20 holders — while 47 added to existing stakes and 72 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $54.5M. The largest seller was Sachem Head Capital Management, exiting entirely with an estimated $59.3M sold.
- 181 institutional investors held Helen of Troy (HELE) as of Q1 2014, up from 162 in Q4 2013.
- Funds reported $1.88B of Helen of Troy stock for Q1 2014, up 33% quarter-over-quarter.
- 43 funds opened new Helen of Troy positions in Q1 2014 and 23 closed out, a net change of +20 holders.
- The largest Helen of Troy buyer in Q1 2014 was AllianceBernstein, an estimated $54.5M added.
- The largest Helen of Troy seller in Q1 2014 was Sachem Head Capital Management, an estimated $59.3M sold.
Based on aggregated 13F filings for Q1 2014.