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RELX
RELX

76 hedge funds and large institutions have $282M invested in RELX in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

10% more funds holding

Funds holding: 69 → 76 (+7)

6% more capital invested

Capital invested by funds: $267M → $282M (+$14.9M)

0.1% more ownership

Funds ownership: 1.49% → 1.59% (+0.1%)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$7.76M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.63M
3
Invesco
Invesco
Georgia
+$2.96M
4
MAA
Managed Account Advisors
New Jersey
+$1.19M
5
Jane Street
Jane Street
New York
+$868K

Top Sellers

Rank Fund Capital Flow
1
MAM
Martingale Asset Management
Massachusetts
-$2.85M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.53M
3
U
UBS
Switzerland
-$1.26M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$819K
5
FCH
Freestone Capital Holdings
Washington
-$414K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$42K -$222K -14,656 -84%
Citigroup
52
Citigroup
New York
$39K +$20K +1,320 +111%
Bessemer Group
53
Bessemer Group
New Jersey
$30K +$29.3K +1,936 New
DADC
54
D.A. Davidson & Co
Montana
$26K -$5.26K -348 -17%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$24K +$24K +1,584 New
EFSCE
56
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
SF
57
Synovus Financial
Georgia
$17K +$16.3K +1,080 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$14K +$13.6K +896 New
FHA
59
First Horizon Advisors
Tennessee
$11K – – –
AIG
60
American International Group
New York
$10.6K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$10K -$2.9K -192 -23%
CAW
62
Cornerstone Advisors (Washington)
Washington
$10K – – –
LIA
63
LS Investment Advisors
Michigan
$9K – – –
PFO
64
Pathstone Family Office
New Jersey
$9K – – –
LNB
65
Ledyard National Bank
$8K – – –
PAS
66
Partnervest Advisory Services
California
$6K – – –
WA
67
Waverly Advisors
Alabama
$6K – – –
Creative Planning
68
Creative Planning
Kansas
$4K – – –
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$4K +$3.45K +228 +713%
BBHC
70
Brown Brothers Harriman & Co
New York
$4K +$3.69K +244 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$4K +$3.93K +260 New
ACS
72
Archford Capital Strategies
Illinois
$3.32K +$3.27K +216 New
BIM
73
BlackRock Investment Management
Delaware
$3K +$3.09K +204 New
WEC
74
Winslow Evans & Crocker
Massachusetts
$2.4K – – –
CG
75
Colony Group
Massachusetts
$1K – – –
1 2
3
4

RELX Hedge Fund Activity: Q1 2014 in Review

76 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in RELX (RELX) for Q1 2014, worth a combined $282M — up 5.6% from $267M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RELX positions and 8 closed out — a net gain of 7 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was Aperio Group, opening a new position worth an estimated $7.76M. The largest seller was Martingale Asset Management, exiting entirely with an estimated $2.85M sold.

  • 76 institutional investors held RELX (RELX) as of Q1 2014, up from 69 in Q4 2013.
  • Funds reported $282M of RELX stock for Q1 2014, up 5.6% quarter-over-quarter.
  • 15 funds opened new RELX positions in Q1 2014 and 8 closed out, a net change of +7 holders.
  • The largest RELX buyer in Q1 2014 was Aperio Group, an estimated $7.76M added.
  • The largest RELX seller in Q1 2014 was Martingale Asset Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2014.