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Spectrum Brands

297 hedge funds and large institutions have $3.41B invested in Spectrum Brands in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $9.93M

7% more capital invested

Capital invested by funds: $3.2B → $3.41B (+$214M)

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0.36% more ownership

Funds ownership: 93.87%94.23% (+0.36%)

0% more funds holding

Funds holding: 296297 (+1)

11% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 100

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.22%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
50
Increased
89
Reduced
100
Closed
47
Calls
$12.7M
Puts
$9.93M
Net Calls
+$2.75M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$29.4M +$11.7M +143,764 +71%
ACH
27
ArrowMark Colorado Holdings
Colorado
$29M +$4.01M +49,176 +17%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$27.9M +$3.38M +41,440 +14%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$26.9M +$847K +10,391 +4%
JAM
30
Jupiter Asset Management
United Kingdom
$26.4M -$427K -5,235 -2%
AQR Capital Management
31
AQR Capital Management
Connecticut
$26.2M +$11.4M +139,278 +82%
BGC
32
Blue Grotto Capital
Georgia
$25.1M +$2.9M +35,579 +14%
Charles Schwab
33
Charles Schwab
California
$24.9M +$931K +11,423 +4%
N
34
Nuveen
North Carolina
$24.6M -$4.08M -50,030 -15%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$23.1M -$2.92M -35,834 -12%
NM
36
Newtyn Management
New York
$21.2M
Renaissance Technologies
37
Renaissance Technologies
New York
$21.2M +$6.49M +79,600 +47%
Bank of America
38
Bank of America
North Carolina
$20.1M +$5.22M +64,017 +37%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$19.7M +$13.4M +164,296 +244%
Deutsche Bank
40
Deutsche Bank
Germany
$19.3M +$13M +159,545 +238%
Northern Trust
41
Northern Trust
Illinois
$19.1M -$1.21M -14,857 -6%
HAM
42
Hillcrest Asset Management
Texas
$18.1M -$55.4K -680 -0.3%
William Blair Investment Management
43
William Blair Investment Management
Illinois
$17.7M +$1.74M +21,339 +11%
PAM
44
Panagora Asset Management
Massachusetts
$17.6M +$7.32M +89,783 +76%
HA
45
Heartland Advisors
Wisconsin
$16.8M -$2.36M -29,008 -13%
Truist Financial
46
Truist Financial
North Carolina
$16.4M -$1.75M -21,482 -10%
GLA
47
Great Lakes Advisors
Illinois
$16.1M +$11.8M +144,668 +321%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$15.7M -$5.19M -63,627 -26%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.4M +$3.3M +40,540 +29%
Man Group
50
Man Group
United Kingdom
$14.9M +$2.59M +31,782 +22%

SPB Hedge Fund Activity: Q1 2021 in Review

297 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Spectrum Brands (SPB) for Q1 2021, worth a combined $3.41B — up 6.7% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPB positions and 47 closed out — a net gain of 3 holders — while 89 added to existing stakes and 100 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), adding an estimated $32.8M. The largest seller was Standard Investments, exiting entirely with an estimated $33.4M sold.

  • 297 institutional investors held Spectrum Brands (SPB) as of Q1 2021, up from 296 in Q4 2020.
  • Funds reported $3.41B of Spectrum Brands stock for Q1 2021, up 6.7% quarter-over-quarter.
  • 50 funds opened new Spectrum Brands positions in Q1 2021 and 47 closed out, a net change of +3 holders.
  • The largest Spectrum Brands buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $32.8M added.
  • The largest Spectrum Brands seller in Q1 2021 was Standard Investments, an estimated $33.4M sold.

Based on aggregated 13F filings for Q1 2021.