POLYPORE INTERNATIONAL, INC
PPO
PPO was delisted on the 25th of August, 2015.
154 hedge funds and large institutions have $2.19B invested in POLYPORE INTERNATIONAL, INC in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 75 reducing their positions, and 43 closing their positions.
8% less capital invested
Capital invested by funds: $2.38B → $2.19B (-$188M)
15% less funds holding
Funds holding: 181 → 154 (-27)
20% less call options, than puts
Call options by funds: $14.7M | Put options by funds: $18.5M
29% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 75
63% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 43
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$130M |
| 2 |
Primecap Management
Pasadena,
California
|
+$52M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$17.5M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$17.1M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$113M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$62.7M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$42.3M |
| 4 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$15.7M |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$11.7M |
PPO Hedge Fund Activity: Q4 2013 in Review
154 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in POLYPORE INTERNATIONAL, INC (PPO) for Q4 2013, worth a combined $2.19B — down 7.9% from $2.38B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of PPO and 16 opened new positions — a net loss of 27 holders — while 75 trimmed existing stakes and 53 added.
The largest buyer was Fairpointe Capital, adding an estimated $130M. The largest seller was Generation Investment Management, exiting entirely with an estimated $113M sold.
- 154 institutional investors held POLYPORE INTERNATIONAL, INC (PPO) as of Q4 2013, down from 181 in Q3 2013.
- Funds reported $2.19B of POLYPORE INTERNATIONAL, INC stock for Q4 2013, down 7.9% quarter-over-quarter.
- 16 funds opened new POLYPORE INTERNATIONAL, INC positions in Q4 2013 and 43 closed out, a net change of -27 holders.
- The largest POLYPORE INTERNATIONAL, INC buyer in Q4 2013 was Fairpointe Capital, an estimated $130M added.
- The largest POLYPORE INTERNATIONAL, INC seller in Q4 2013 was Generation Investment Management, an estimated $113M sold.
Based on aggregated 13F filings for Q4 2013.