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Quaker Houghton

194 hedge funds and large institutions have $2.34B invested in Quaker Houghton in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

15% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 61

11% more capital invested

Capital invested by funds: $2.12B → $2.34B (+$223M)

4.43% more ownership

Funds ownership: 75.86%80.29% (+4.4%)

11% less funds holding

Funds holding: 217194 (-23)

33% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 39

74% less call options, than puts

Call options by funds: $4.72M | Put options by funds: $18.1M

Holders
194
Holders Change
-23
Holders Change %
-10.6%
% of All Funds
3.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
26
Increased
70
Reduced
61
Closed
39
Calls
$4.72M
Puts
$18.1M
Net Calls
-$13.4M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$328M +$14M +90,216 +5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$258M +$65.4M +421,711 +37%
Vanguard Group
3
Vanguard Group
Pennsylvania
$255M +$6.62M +42,696 +3%
EAM
4
Eagle Asset Management
Florida
$162M +$1.27M +8,170 +0.8%
JP Morgan Chase
5
JP Morgan Chase
New York
$139M +$2.5M +16,110 +2%
RA
6
Royce & Associates
New York
$131M +$1.77M +11,431 +1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$126M +$19.1M +123,473 +19%
CTA
8
Carillon Tower Advisers
Florida
$112M
State Street
9
State Street
Massachusetts
$66M +$3.43M +22,101 +6%
Macquarie Group
10
Macquarie Group
Australia
$47.8M +$4.45M +28,694 +11%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$40.5M +$2.51M +16,218 +7%
Wells Fargo
12
Wells Fargo
California
$36.5M +$26.2M +168,723 +318%
CCM
13
Copeland Capital Management
Pennsylvania
$34.7M +$3.52M +22,693 +12%
PCM
14
Palisade Capital Management
New Jersey
$33.7M +$9.26M +59,713 +41%
GKIM
15
GW&K Investment Management
Massachusetts
$31.2M -$890K -5,739 -3%
Northern Trust
16
Northern Trust
Illinois
$30.7M -$581K -3,748 -2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$28M -$27.3M -176,353 -51%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$27.6M -$1.51M -9,767 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26.2M -$111K -717 -0.4%
Norges Bank
20
Norges Bank
Norway
$23.4M
Public Employees Retirement Association of Colorado
21
Public Employees Retirement Association of Colorado
Colorado
$21.7M
RIM
22
Ranger Investment Management
Texas
$19.9M -$6.09M -39,255 -25%
Goldman Sachs
23
Goldman Sachs
New York
$19.4M -$1.5M -9,646 -8%
GF
24
Greenhouse Funds
Maryland
$19.3M +$18.2M +117,410 New
Principal Financial Group
25
Principal Financial Group
Iowa
$17M -$1.1M -7,086 -6%

KWR Hedge Fund Activity: Q4 2019 in Review

194 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Quaker Houghton (KWR) for Q4 2019, worth a combined $2.34B — up 11% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of KWR and 26 opened new positions — a net loss of 13 holders — while 61 trimmed existing stakes and 70 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $65.4M. The largest seller was Dimensional Fund Advisors, cutting an estimated $27.3M.

  • 194 institutional investors held Quaker Houghton (KWR) as of Q4 2019, down from 217 in Q3 2019.
  • Funds reported $2.34B of Quaker Houghton stock for Q4 2019, up 11% quarter-over-quarter.
  • 26 funds opened new Quaker Houghton positions in Q4 2019 and 39 closed out, a net change of -13 holders.
  • The largest Quaker Houghton buyer in Q4 2019 was T. Rowe Price Associates, an estimated $65.4M added.
  • The largest Quaker Houghton seller in Q4 2019 was Dimensional Fund Advisors, an estimated $27.3M sold.

Based on aggregated 13F filings for Q4 2019.