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PPG Industries
PPG

715 hedge funds and large institutions have $19.2B invested in PPG Industries in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 288 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

10% more capital invested

Capital invested by funds: $17.4B → $19.2B (+$1.79B)

8% more funds holding

Funds holding: 665 → 715 (+50)

3.37% less ownership

Funds ownership: 145.15% → 141.78% (-3.4%)

17% less call options, than puts

Call options by funds: $146M | Put options by funds: $177M

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

33% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 288

Holders
715
Holders Change
+50
Holders Change %
+7.52%
% of All Funds
20.75%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.38%
New
94
Increased
194
Reduced
288
Closed
36
Calls
$146M
Puts
$177M
Net Calls
-$30.8M
Net Calls Change
-$35.4M

Top Buyers

Rank Fund Capital Flow
1
WRF
Waddell & Reed Financial
Kansas
+$166M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$84.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$77M
4
Citigroup
Citigroup
New York
+$65.4M
5
BIT
BlackRock Institutional Trust
California
+$50.5M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$312M
2
BFA
BlackRock Fund Advisors
California
-$205M
3
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$138M
4
MAA
Managed Account Advisors
New Jersey
-$62.6M
5
SC
Sculptor Capital
New York
-$50.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
651
Kistler-Tiffany Companies
Pennsylvania
$101K – – –
HIM
652
Hillsdale Investment Management
Ontario, Canada
$95K – – –
HCP
653
Holt Capital Partners
Texas
$95K +$90.1K +1,000 New
BBPWM
654
Blue Bell Private Wealth Management
Pennsylvania
$95K +$90.3K +1,002 New
PCM
655
Prelude Capital Management
New York
$85K +$73.9K +820 +1,025%
AF
656
Arrow Financial
New York
$84K +$901 +10 +1%
AA
657
Apriem Advisors
California
$76K – – –
OFS
658
Orrstown Financial Services
Pennsylvania
$76K – – –
SHWM
659
Smith & Howard Wealth Management
Georgia
$63K – – –
JIC
660
Joel Isaacson & Co
New York
$61K +$58K +644 New
S
661
SignatureFD
Georgia
$58K – – –
IMS
662
Index Management Solutions
Pennsylvania
$58K +$3.96K +44 +8%
PMFA
663
Plante Moran Financial Advisors
Michigan
$58K +$55K +610 New
JFGIW
664
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57K +$18.6K +206 +52%
QAM
665
QCI Asset Management
New York
$52K – – –
CCM
666
Credo Capital Management
Maryland
$52K +$2.16K +24 +5%
MAM
667
Mizuho Asset Management
Japan
$51K – – –
FFC
668
First Financial Corp
Indiana
$50K – – –
EAMA
669
EFG Asset Management (Americas)
Florida
$48.9K +$46.5K +516 New
Carson Wealth (CWM LLC)
670
Carson Wealth (CWM LLC)
Nebraska
$47K +$45K +500 New
CRCP
671
Copper Rock Capital Partners
Massachusetts
$41K – – –
FBT
672
Founders Bank & Trust
Michigan
$41K – – –
WA
673
Waverly Advisors
Alabama
$40K +$14.4K +160 +61%
RFA
674
Reilly Financial Advisors
California
$36K – – –
SSB
675
Sandy Spring Bank
Maryland
$35K -$1.08K -12 -3%
25 26
27
28 29

PPG Hedge Fund Activity: Q4 2013 in Review

715 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PPG Industries (PPG) for Q4 2013, worth a combined $19.2B — up 10% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PPG positions and 36 closed out — a net gain of 58 holders — while 194 added to existing stakes and 288 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $166M. The largest seller was Massachusetts Financial Services, cutting an estimated $312M.

  • 715 institutional investors held PPG Industries (PPG) as of Q4 2013, up from 665 in Q3 2013.
  • Funds reported $19.2B of PPG Industries stock for Q4 2013, up 10% quarter-over-quarter.
  • 94 funds opened new PPG Industries positions in Q4 2013 and 36 closed out, a net change of +58 holders.
  • The largest PPG Industries buyer in Q4 2013 was Waddell & Reed Financial, an estimated $166M added.
  • The largest PPG Industries seller in Q4 2013 was Massachusetts Financial Services, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2013.