Helen of Troy
HELE
159 hedge funds and large institutions have $1.18B invested in Helen of Troy in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 14 closing their positions.
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
19% more capital invested
Capital invested by funds: $997M → $1.18B (+$188M)
8% more funds holding
Funds holding: 147 → 159 (+12)
2% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 53
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
50% less call options, than puts
Call options by funds: $464K | Put options by funds: $936K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$21.1M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$15.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.08M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.32M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$5.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
-$19.3M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$11M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$9.17M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.55M |
| 5 |
LCM
Lafitte Capital Management
Austin,
Texas
|
-$5.05M |
HELE Hedge Fund Activity: Q3 2013 in Review
159 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2013, worth a combined $1.18B — up 19% from $997M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HELE positions and 14 closed out — a net gain of 14 holders — while 54 added to existing stakes and 53 trimmed.
The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $21.1M. The largest seller was KeyBank National Association, cutting an estimated $19.3M.
- 159 institutional investors held Helen of Troy (HELE) as of Q3 2013, up from 147 in Q2 2013.
- Funds reported $1.18B of Helen of Troy stock for Q3 2013, up 19% quarter-over-quarter.
- 28 funds opened new Helen of Troy positions in Q3 2013 and 14 closed out, a net change of +14 holders.
- The largest Helen of Troy buyer in Q3 2013 was Fort Washington Investment Advisors, an estimated $21.1M added.
- The largest Helen of Troy seller in Q3 2013 was KeyBank National Association, an estimated $19.3M sold.
Based on aggregated 13F filings for Q3 2013.