Helen of Troy
HELE
162 hedge funds and large institutions have $1.41B invested in Helen of Troy in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 17 closing their positions.
83% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $599K
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
19% more capital invested
Capital invested by funds: $1.18B → $1.41B (+$226M)
2% more funds holding
Funds holding: 159 → 162 (+3)
8% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 53
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$25.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.3M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
+$9.96M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$4.93M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$19.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$7.14M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$5.58M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$4.32M |
| 5 |
LCM
Lafitte Capital Management
Austin,
Texas
|
-$3.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
176
Tower Research Capital (TRC)
New York
| – | -$83K | -1,885 | Closed |
|
177
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$70K | -1,574 | Closed |
|
|
PCM
178
Prelude Capital Management
New York
| – | -$7K | -150 | Closed |
|
|
RNS
179
Robert N. Shapiro
| – | -$4K | -84 | Closed |
|
HELE Hedge Fund Activity: Q4 2013 in Review
162 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2013, worth a combined $1.41B — up 19% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HELE positions and 17 closed out — a net gain of 4 holders — while 57 added to existing stakes and 53 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $25.8M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $19.6M.
- 162 institutional investors held Helen of Troy (HELE) as of Q4 2013, up from 159 in Q3 2013.
- Funds reported $1.41B of Helen of Troy stock for Q4 2013, up 19% quarter-over-quarter.
- 21 funds opened new Helen of Troy positions in Q4 2013 and 17 closed out, a net change of +4 holders.
- The largest Helen of Troy buyer in Q4 2013 was Victory Capital Management, an estimated $25.8M added.
- The largest Helen of Troy seller in Q4 2013 was Columbia Wanger Asset Management, an estimated $19.6M sold.
Based on aggregated 13F filings for Q4 2013.