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Post Holdings

320 hedge funds and large institutions have $5.31B invested in Post Holdings in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $175M | Put options by funds: $56.5M

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 103

2% more funds holding

Funds holding: 314320 (+6)

1.09% more ownership

Funds ownership: 163.24%164.33% (+1.1%)

7% less capital invested

Capital invested by funds: $5.68B → $5.31B (-$375M)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
320
Holders Change
+6
Holders Change %
+1.91%
% of All Funds
8.54%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.32%
New
44
Increased
120
Reduced
103
Closed
35
Calls
$175M
Puts
$56.5M
Net Calls
+$119M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$379M -$111M -2,023,289 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$370M +$25.7M +468,891 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$265M -$52.9M -964,657 -16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$254M -$25.2M -459,988 -8%
TCP
5
Tourbillon Capital Partners
New York
$248M +$14.3M +259,760 +6%
ROIC
6
Route One Investment Company
California
$225M +$6.41M +116,892 +3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$203M +$5.33M +97,179 +2%
BFA
8
BlackRock Fund Advisors
California
$186M +$9.23M +168,216 +5%
BIT
9
BlackRock Institutional Trust
California
$146M +$519K +9,463 +0.3%
JP Morgan Chase
10
JP Morgan Chase
New York
$136M -$5.18M -94,458 -3%
State Street
11
State Street
Massachusetts
$130M -$1.43M -26,081 -1%
Goldman Sachs
12
Goldman Sachs
New York
$114M +$56.6M +1,031,042 +84%
First Trust Advisors
13
First Trust Advisors
Illinois
$114M +$116M +2,117,227 +1,617%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$109M -$4.62M -84,156 -4%
Millennium Management
15
Millennium Management
New York
$101M +$32.8M +597,641 +43%
Citadel Advisors
16
Citadel Advisors
Florida
$96.5M -$34.6M -630,414 -25%
IAM
17
Iridian Asset Management
Connecticut
$96M +$104M +1,901,223 New
AIM
18
Assured Investment Management
New York
$80.7M +$6.09M +111,075 +7%
UOC
19
UBS O'Connor
Illinois
$78.5M +$7.93M +144,508 +10%
BM
20
Bridger Management
New York
$78.1M -$8.38M -152,800 -9%
ACM
21
Argent Capital Management
Missouri
$77.8M -$25.2M -459,895 -23%
Renaissance Technologies
22
Renaissance Technologies
New York
$70.2M +$13M +237,146 +21%
Wells Fargo
23
Wells Fargo
California
$68.2M +$46M +839,124 +164%
GI
24
GAMCO Investors
Connecticut
$58.1M -$4.35M -79,242 -6%
Norges Bank
25
Norges Bank
Norway
$57.2M

POST Hedge Fund Activity: Q3 2016 in Review

320 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Post Holdings (POST) for Q3 2016, worth a combined $5.31B — down 6.6% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new POST positions and 35 closed out — a net gain of 9 holders — while 120 added to existing stakes and 103 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $116M. The largest seller was Wellington Management Group, cutting an estimated $111M.

  • 320 institutional investors held Post Holdings (POST) as of Q3 2016, up from 314 in Q2 2016.
  • Funds reported $5.31B of Post Holdings stock for Q3 2016, down 6.6% quarter-over-quarter.
  • 44 funds opened new Post Holdings positions in Q3 2016 and 35 closed out, a net change of +9 holders.
  • The largest Post Holdings buyer in Q3 2016 was First Trust Advisors, an estimated $116M added.
  • The largest Post Holdings seller in Q3 2016 was Wellington Management Group, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2016.