Post Holdings
POST
357 hedge funds and large institutions have $4.63B invested in Post Holdings in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 113 increasing their positions, 123 reducing their positions, and 25 closing their positions.
108% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 25
8% more funds holding
Funds holding: 332 → 357 (+25)
6.76% more ownership
Funds ownership: 81.41% → 88.18% (+6.8%)
3% more capital invested
Capital invested by funds: $4.49B → $4.63B (+$140M)
8% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 123
11% less call options, than puts
Call options by funds: $33.1M | Put options by funds: $37.3M
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$81.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$45.3M |
| 3 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$33.6M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$28.4M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$22.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.9M |
| 3 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$16.7M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$16.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$14.8M |
POST Hedge Fund Activity: Q3 2023 in Review
357 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Post Holdings (POST) for Q3 2023, worth a combined $4.63B — up 3.1% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new POST positions and 25 closed out — a net gain of 27 holders — while 113 added to existing stakes and 123 trimmed.
The largest buyer was Millennium Management, adding an estimated $81.4M. The largest seller was Allspring Global Investments, cutting an estimated $22.6M.
- 357 institutional investors held Post Holdings (POST) as of Q3 2023, up from 332 in Q2 2023.
- Funds reported $4.63B of Post Holdings stock for Q3 2023, up 3.1% quarter-over-quarter.
- 52 funds opened new Post Holdings positions in Q3 2023 and 25 closed out, a net change of +27 holders.
- The largest Post Holdings buyer in Q3 2023 was Millennium Management, an estimated $81.4M added.
- The largest Post Holdings seller in Q3 2023 was Allspring Global Investments, an estimated $22.6M sold.
Based on aggregated 13F filings for Q3 2023.