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Spectrum Brands

256 hedge funds and large institutions have $1.57B invested in Spectrum Brands in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.89% less ownership

Funds ownership: 94.75%93.86% (-0.89%)

1% less call options, than puts

Call options by funds: $2.07M | Put options by funds: $2.09M

6% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 90

22% less funds holding

Funds holding: 330256 (-74)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

47% less capital invested

Capital invested by funds: $2.97B → $1.57B (-$1.4B)

75% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 92

Holders
256
Holders Change
-74
Holders Change %
-22.42%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
23
Increased
85
Reduced
90
Closed
92
Calls
$2.07M
Puts
$2.09M
Net Calls
-$25K
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$10.7M +$597K +11,039 +4%
SFM
27
Systematic Financial Management
New Jersey
$10.1M -$111K -2,047 -0.7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$9.98M +$688K +12,723 +5%
Northern Trust
29
Northern Trust
Illinois
$9.27M +$74K +1,370 +0.5%
ACM
30
AREX Capital Management
New York
$9.09M +$1.35M +25,000 +11%
NM
31
Newtyn Management
New York
$9.09M
N
32
Nuveen
North Carolina
$8.43M +$3.47M +64,197 +38%
Goldman Sachs
33
Goldman Sachs
New York
$8.3M -$2.38M -44,020 -16%
Morgan Stanley
34
Morgan Stanley
New York
$7.58M +$1.53M +28,327 +16%
PPA
35
Parametric Portfolio Associates
Washington
$6.93M -$1.69M -31,204 -14%
William Blair Investment Management
36
William Blair Investment Management
Illinois
$6.79M +$6.27M +116,079 +164%
AL
37
Arnhold LLC
New York
$6.26M +$408K +7,545 +5%
BIM
38
Bogle Investment Management
Massachusetts
$5.64M +$5.1M +94,317 +155%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$5.62M -$289K -5,339 -3%
CIM
40
Confluence Investment Management
Missouri
$5.22M -$19.8M -366,785 -72%
JP Morgan Chase
41
JP Morgan Chase
New York
$4.95M +$5.32M +98,520 +263%
HA
42
Heartland Advisors
Wisconsin
$4.91M +$7.29M +134,958 New
Millennium Management
43
Millennium Management
New York
$4.33M -$35.6M -658,953 -85%
Man Group
44
Man Group
United Kingdom
$4.26M -$5.5M -101,710 -46%
KIM
45
Kestrel Investment Management
California
$4.25M -$300K -5,550 -5%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$3.96M +$3.78M +69,856 +179%
SIC
47
Schwartz Investment Counsel
Michigan
$3.64M
Bank of America
48
Bank of America
North Carolina
$3.54M -$6.07M -112,261 -54%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$3.53M +$209K +3,872 +4%
KCM
50
Kennedy Capital Management
Missouri
$3.48M +$5.17M +95,607 New

SPB Hedge Fund Activity: Q1 2020 in Review

256 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Spectrum Brands (SPB) for Q1 2020, worth a combined $1.57B — down 47% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of SPB and 23 opened new positions — a net loss of 69 holders — while 90 trimmed existing stakes and 85 added.

The largest buyer was American Century Companies, adding an estimated $28.6M. The largest seller was Arlington Value Capital, cutting an estimated $52.4M.

  • 256 institutional investors held Spectrum Brands (SPB) as of Q1 2020, down from 330 in Q4 2019.
  • Funds reported $1.57B of Spectrum Brands stock for Q1 2020, down 47% quarter-over-quarter.
  • 23 funds opened new Spectrum Brands positions in Q1 2020 and 92 closed out, a net change of -69 holders.
  • The largest Spectrum Brands buyer in Q1 2020 was American Century Companies, an estimated $28.6M added.
  • The largest Spectrum Brands seller in Q1 2020 was Arlington Value Capital, an estimated $52.4M sold.

Based on aggregated 13F filings for Q1 2020.