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213 hedge funds and large institutions have $773M invested in Honda in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 72 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.61M

0.05% less ownership

Funds ownership: 1.95%1.9% (-0.05%)

8% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 72

7% less funds holding

Funds holding: 228213 (-15)

22% less capital invested

Capital invested by funds: $991M → $773M (-$218M)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
213
Holders Change
-15
Holders Change %
-6.58%
% of All Funds
4.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
66
Reduced
72
Closed
45
Calls
$2.74M
Puts
$1.61M
Net Calls
+$1.14M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$109M -$28.7M -1,123,819 -19%
Macquarie Group
2
Macquarie Group
Australia
$75.2M -$376K -14,691 -0.4%
Renaissance Technologies
3
Renaissance Technologies
New York
$73.9M +$3.58M +139,998 +4%
OAG
4
Orbis Allan Gray
Bermuda
$48.1M +$30.7M +1,200,839 +128%
MIP
5
Mondrian Investment Partners
United Kingdom
$46.3M -$281K -11,000 -0.5%
PPA
6
Parametric Portfolio Associates
Washington
$39.4M +$15M +586,739 +50%
Northern Trust
7
Northern Trust
Illinois
$37.4M +$717K +28,053 +2%
Bank of America
8
Bank of America
North Carolina
$36.4M -$10.4M -406,600 -20%
AG
9
Aperio Group
California
$29.5M +$3.35M +130,840 +11%
BIP
10
Brandes Investment Partners
California
$26.5M -$2.37M -92,503 -7%
EIC
11
Equity Investment Corp
Georgia
$20.9M -$32.8M -1,281,906 -58%
Goldman Sachs
12
Goldman Sachs
New York
$19.5M +$4.93M +192,618 +28%
Citigroup
13
Citigroup
New York
$17.6M +$16.4M +641,707 +448%
LP
14
LMR Partners
United Kingdom
$17.4M +$6.19M +241,950 +49%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$14.9M -$493K -19,294 -3%
CGH
16
Crossmark Global Holdings
Texas
$11.8M +$241K +9,437 +2%
ClearBridge Investments
17
ClearBridge Investments
New York
$9.21M +$218K +8,530 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.37M -$3.63M -141,778 -28%
UBS Group
19
UBS Group
Switzerland
$7.45M -$386K -15,088 -4%
Morgan Stanley
20
Morgan Stanley
New York
$7.15M +$1.45M +56,891 +22%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.83M +$188K +7,353 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$6.65M +$611K +23,900 +9%
MNG
23
Manning & Napier Group
New York
$6.13M +$635K +24,824 +10%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$4.32M +$1.25M +48,695 +34%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.95M +$484K +18,942 +12%

HMC Hedge Fund Activity: Q1 2020 in Review

213 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Honda (HMC) for Q1 2020, worth a combined $773M — down 22% from $991M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HMC and 34 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 66 added.

The largest buyer was Orbis Allan Gray, adding an estimated $30.7M. The largest seller was Equity Investment Corp, cutting an estimated $32.8M.

  • 213 institutional investors held Honda (HMC) as of Q1 2020, down from 228 in Q4 2019.
  • Funds reported $773M of Honda stock for Q1 2020, down 22% quarter-over-quarter.
  • 34 funds opened new Honda positions in Q1 2020 and 45 closed out, a net change of -11 holders.
  • The largest Honda buyer in Q1 2020 was Orbis Allan Gray, an estimated $30.7M added.
  • The largest Honda seller in Q1 2020 was Equity Investment Corp, an estimated $32.8M sold.

Based on aggregated 13F filings for Q1 2020.