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334 hedge funds and large institutions have $3.51B invested in ITT in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 32

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more capital invested

Capital invested by funds: $2.94B → $3.51B (+$574M)

6% more funds holding

Funds holding: 315334 (+19)

1.34% less ownership

Funds ownership: 90.61%89.27% (-1.3%)

29% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 127

63% less call options, than puts

Call options by funds: $3.01M | Put options by funds: $8.22M

Holders
334
Holders Change
+19
Holders Change %
+6.03%
% of All Funds
9.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
54
Increased
90
Reduced
127
Closed
32
Calls
$3.01M
Puts
$8.22M
Net Calls
-$5.21M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
276
Stevens First Principles Investment Advisors
California
$80K
TRCT
277
Tower Research Capital (TRC)
New York
$73K -$169K -4,246 -71%
MA
278
MUFG Americas
New York
$68K -$51.1K -1,286 -45%
LTFS
279
Ladenburg Thalmann Financial Services
Florida
$68K -$5.53K -139 -8%
HCC
280
Hirtle Callaghan & Co
Pennsylvania
$66K
DAM
281
Delta Asset Management
Tennessee
$61K
Creative Planning
282
Creative Planning
Kansas
$60K +$4.53K +114 +9%
CFA
283
Carroll Financial Associates
North Carolina
$58K -$3.98K -100 -7%
UFG
284
United Fire Group
Iowa
$54K
EWM
285
Evercore Wealth Management
New York
$46K +$24.8K +625 +142%
PFO
286
Pathstone Family Office
New Jersey
$38K +$34.6K +870 New
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$36K +$80 +2 +0.2%
Bessemer Group
288
Bessemer Group
New Jersey
$33K
WOC
289
West Oak Capital
California
$32.6K
PSI
290
Pinnacle Summer Investments
Virginia
$32K
PFSC
291
Peoples Financial Services Corp
Pennsylvania
$31K +$28.3K +711 New
PSUF
292
People's United Financial
Connecticut
$28K
TF
293
Tompkins Financial
New York
$28K
JIC
294
Joel Isaacson & Co
New York
$26K
BBHC
295
Brown Brothers Harriman & Co
New York
$24K +$21.6K +544 New
ST
296
Smithfield Trust
Pennsylvania
$22K
BAM
297
Brave Asset Management
New Jersey
$22K +$19.9K +500 New
ARMC
298
American Research & Management Company
Massachusetts
$19K +$80 +2 +0.5%
PR
299
Payden & Rygel
California
$17K
ECM
300
Estabrook Capital Management
New York
$16.9K

ITT Hedge Fund Activity: Q4 2013 in Review

334 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ITT (ITT) for Q4 2013, worth a combined $3.51B — up 20% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ITT positions and 32 closed out — a net gain of 22 holders — while 90 added to existing stakes and 127 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $46.5M. The largest seller was LSV Asset Management, cutting an estimated $55.5M.

  • 334 institutional investors held ITT (ITT) as of Q4 2013, up from 315 in Q3 2013.
  • Funds reported $3.51B of ITT stock for Q4 2013, up 20% quarter-over-quarter.
  • 54 funds opened new ITT positions in Q4 2013 and 32 closed out, a net change of +22 holders.
  • The largest ITT buyer in Q4 2013 was Systematic Financial Management, an estimated $46.5M added.
  • The largest ITT seller in Q4 2013 was LSV Asset Management, an estimated $55.5M sold.

Based on aggregated 13F filings for Q4 2013.