Quaker Houghton
181 hedge funds and large institutions have $1.43B invested in Quaker Houghton in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
24% more capital invested
Capital invested by funds: $1.16B → $1.43B (+$275M)
10% more funds holding
Funds holding: 164 → 181 (+17)
1.98% more ownership
Funds ownership: 82.32% → 84.3% (+2%)
7% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 61
42% less call options, than puts
Call options by funds: $960K | Put options by funds: $1.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$19.5M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$12M |
| 4 |
Neuberger Berman Group
New York
|
+$7.03M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.5M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$9.92M |
| 3 |
Goldman Sachs
New York
|
-$7.32M |
| 4 |
RA
Royce & Associates
New York
|
-$4.87M |
| 5 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$4.87M |
KWR Hedge Fund Activity: Q4 2016 in Review
181 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Quaker Houghton (KWR) for Q4 2016, worth a combined $1.43B — up 24% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new KWR positions and 10 closed out — a net gain of 20 holders — while 57 added to existing stakes and 61 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $19.5M. The largest seller was Wells Fargo, cutting an estimated $10.5M.
- 181 institutional investors held Quaker Houghton (KWR) as of Q4 2016, up from 164 in Q3 2016.
- Funds reported $1.43B of Quaker Houghton stock for Q4 2016, up 24% quarter-over-quarter.
- 30 funds opened new Quaker Houghton positions in Q4 2016 and 10 closed out, a net change of +20 holders.
- The largest Quaker Houghton buyer in Q4 2016 was JP Morgan Chase, an estimated $19.5M added.
- The largest Quaker Houghton seller in Q4 2016 was Wells Fargo, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2016.