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Spectrum Brands

159 hedge funds and large institutions have $4.39B invested in Spectrum Brands in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $4.07B → $4.39B (+$320M)

5% more funds holding

Funds holding: 152159 (+7)

2% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 57

0.14% less ownership

Funds ownership: 96.68%96.54% (-0.14%)

10% less call options, than puts

Call options by funds: $2.52M | Put options by funds: $2.81M

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
4.57%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
27
Increased
58
Reduced
57
Closed
20
Calls
$2.52M
Puts
$2.81M
Net Calls
-$280K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
HH
1
Harbinger Holdings
New York
$2.66B +$3.9M +50,000 +0.2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$113M -$16.3M -209,049 -14%
CCP
3
Cyrus Capital Partners
New York
$113M -$33.3M -426,400 -24%
Goldman Sachs
4
Goldman Sachs
New York
$110M +$20.5M +262,184 +26%
Vanguard Group
5
Vanguard Group
Pennsylvania
$105M +$25K +321 +0%
JP Morgan Chase
6
JP Morgan Chase
New York
$93.8M +$11.1M +141,799 +15%
LCG
7
Luxor Capital Group
New York
$84.4M -$16M -205,652 -17%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$81.8M -$2.97M -38,113 -4%
NCA
9
Newbrook Capital Advisors
New York
$49.1M +$3.04M +38,989 +7%
Norges Bank
10
Norges Bank
Norway
$46.6M +$21.1M +270,711 +100%
BIT
11
BlackRock Institutional Trust
California
$46.1M -$8.53M -109,321 -17%
KAM
12
Keeley Asset Management
Illinois
$41.9M -$1.76M -22,500 -4%
GCM
13
GoodHaven Capital Management
New Jersey
$41.6M +$2.61M +33,450 +7%
BTP
14
Bloom Tree Partners
New York
$39.8M -$3.31M -42,401 -8%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$35.3M +$32M +410,604 New
TCP
16
Tourbillon Capital Partners
New York
$35.3M +$23.5M +301,000 +276%
Wells Fargo
17
Wells Fargo
California
$29.5M +$1.65M +21,149 +7%
Citadel Advisors
18
Citadel Advisors
Florida
$27.8M +$6.76M +86,595 +37%
Renaissance Technologies
19
Renaissance Technologies
New York
$27.3M -$4.54M -58,200 -16%
Northern Trust
20
Northern Trust
Illinois
$23.1M -$3.89M -49,804 -16%
SFM
21
Systematic Financial Management
New Jersey
$22.6M +$328K +4,204 +2%
Allianz Asset Management
22
Allianz Asset Management
Germany
$22.5M +$13.7M +175,552 +203%
JHIU
23
Janus Henderson Investors US
Colorado
$22.4M +$688K +8,814 +3%
KCM
24
Kennedy Capital Management
Missouri
$21.5M -$295K -3,780 -1%
Millennium Management
25
Millennium Management
New York
$21.1M -$3.06M -39,220 -14%

SPB Hedge Fund Activity: Q2 2014 in Review

159 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Spectrum Brands (SPB) for Q2 2014, worth a combined $4.39B — up 7.9% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SPB positions and 20 closed out — a net gain of 7 holders — while 58 added to existing stakes and 57 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $32M. The largest seller was Cyrus Capital Partners, cutting an estimated $33.3M.

  • 159 institutional investors held Spectrum Brands (SPB) as of Q2 2014, up from 152 in Q1 2014.
  • Funds reported $4.39B of Spectrum Brands stock for Q2 2014, up 7.9% quarter-over-quarter.
  • 27 funds opened new Spectrum Brands positions in Q2 2014 and 20 closed out, a net change of +7 holders.
  • The largest Spectrum Brands buyer in Q2 2014 was Loomis, Sayles & Company, an estimated $32M added.
  • The largest Spectrum Brands seller in Q2 2014 was Cyrus Capital Partners, an estimated $33.3M sold.

Based on aggregated 13F filings for Q2 2014.