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RE/MAX Holdings
RMAX

153 hedge funds and large institutions have $1.09B invested in RE/MAX Holdings in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $577K | Put options by funds: $214K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

6% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$64M)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

0.17% more ownership

Funds ownership: 103.58% → 103.76% (+0.17%)

1% less funds holding

Funds holding: 155 → 153 (-2)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
3.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
59
Reduced
54
Closed
14
Calls
$577K
Puts
$214K
Net Calls
+$363K
Net Calls Change
+$1.02M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$130M
2
TA
Teachers Advisors
New York
+$7.16M
3
WRF
Waddell & Reed Financial
Kansas
+$5.77M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.73M
5
PAM
Panagora Asset Management
Massachusetts
+$4.61M

Top Sellers

Rank Fund Capital Flow
1
PI
Putnam Investments
Massachusetts
-$10.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.51M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$7.64M
4
CIM
Confluence Investment Management
Missouri
-$4.82M
5
CRCP
Copper Rock Capital Partners
Massachusetts
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
126
Federated Hermes
Pennsylvania
$51K -$12.6K -222 -20%
TAM
127
Tyers Asset Management
Texas
$48K +$25.4K +448 +127%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$43K – – –
LIA
129
LS Investment Advisors
Michigan
$37K – – –
RCM
130
Riverhead Capital Management
Delaware
$36K +$17K +300 +100%
SCM
131
Segantii Capital Management
Hong Kong
$36K +$34K +600 New
SWA
132
Sutton Wealth Advisors
Florida
$21K – – –
US Bancorp
133
US Bancorp
Minnesota
$19K -$1.99K -35 -10%
CFD
134
Creative Financial Designs
Indiana
$18K – – –
IPC
135
Independent Portfolio Consultants
Florida
$13K -$4.54K -80 -27%
Creative Planning
136
Creative Planning
Kansas
$13K – – –
DSC
137
Duncker Streett & Co
Missouri
$10K – – –
MA
138
MUFG Americas
New York
$10K +$1.59K +28 +20%
Simplex Trading
139
Simplex Trading
Illinois
$10K +$9.93K +175 New
Bessemer Group
140
Bessemer Group
New Jersey
$8K -$4.93K -87 -39%
EA
141
Edge Advisors
Georgia
$8K +$7.77K +137 New
ASN
142
Advisory Services Network
Georgia
$7K +$6.29K +111 New
OAM
143
Oppenheimer Asset Management
New York
$6K +$6.13K +108 New
FHA
144
First Horizon Advisors
Tennessee
$5K +$4.93K +87 New
BFEC
145
Benjamin F. Edwards & Company
Missouri
$3K – – –
WAM
146
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
CFG
147
Citizens Financial Group
Rhode Island
$2K -$737 -13 -30%
EFSCE
148
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
TWA
149
TCI Wealth Advisors
Arizona
$2K +$1.53K +27 New
VCM
150
Versant Capital Management
Arizona
$2K +$2.61K +46 New
3 4 5
6
7

RMAX Hedge Fund Activity: Q1 2017 in Review

153 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in RE/MAX Holdings (RMAX) for Q1 2017, worth a combined $1.09B — up 6.3% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RMAX positions and 14 closed out — a net gain of 4 holders — while 59 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock, adding an estimated $130M. The largest seller was Putnam Investments, cutting an estimated $10.6M.

  • 153 institutional investors held RE/MAX Holdings (RMAX) as of Q1 2017, down from 155 in Q4 2016.
  • Funds reported $1.09B of RE/MAX Holdings stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 18 funds opened new RE/MAX Holdings positions in Q1 2017 and 14 closed out, a net change of +4 holders.
  • The largest RE/MAX Holdings buyer in Q1 2017 was BlackRock, an estimated $130M added.
  • The largest RE/MAX Holdings seller in Q1 2017 was Putnam Investments, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2017.