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Spectrum Brands

165 hedge funds and large institutions have $4.56B invested in Spectrum Brands in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

4% more funds holding

Funds holding: 159165 (+6)

4% more capital invested

Capital invested by funds: $4.39B → $4.56B (+$172M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $15.6M

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1.11% less ownership

Funds ownership: 96.54%95.43% (-1.1%)

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
4.79%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
26
Increased
57
Reduced
62
Closed
20
Calls
$15.3M
Puts
$15.6M
Net Calls
-$280K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
1
Harbinger Holdings
New York
$2.8B
LCG
2
Luxor Capital Group
New York
$147M +$54.9M +639,521 +65%
CCP
3
Cyrus Capital Partners
New York
$119M
Vanguard Group
4
Vanguard Group
Pennsylvania
$111M +$385K +4,488 +0.4%
Goldman Sachs
5
Goldman Sachs
New York
$107M -$8.14M -94,876 -7%
JP Morgan Chase
6
JP Morgan Chase
New York
$101M +$1.67M +19,502 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$89M -$28.7M -334,542 -25%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$83M -$2.86M -33,355 -4%
First Trust Advisors
9
First Trust Advisors
Illinois
$76.8M +$72.8M +848,543 New
TCP
10
Tourbillon Capital Partners
New York
$62.7M +$24.3M +282,686 +69%
NCA
11
Newbrook Capital Advisors
New York
$52.3M +$668K +7,780 +1%
BIT
12
BlackRock Institutional Trust
California
$49.8M +$1.28M +14,934 +3%
KAM
13
Keeley Asset Management
Illinois
$38.6M -$5.27M -61,340 -13%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$35.9M -$1.21M -14,123 -3%
GCM
15
GoodHaven Capital Management
New Jersey
$27.1M -$15.8M -184,277 -38%
Wells Fargo
16
Wells Fargo
California
$26.5M -$4.28M -49,895 -15%
Citadel Advisors
17
Citadel Advisors
Florida
$26.4M -$2.68M -31,263 -10%
KCM
18
Kennedy Capital Management
Missouri
$23M +$343K +3,994 +2%
VNIM
19
Vaughan Nelson Investment Management
Texas
$21.6M -$2.15K -25 -0%
State Street
20
State Street
Massachusetts
$20.8M -$138K -1,611 -0.7%
JHIU
21
Janus Henderson Investors US
Colorado
$19.9M -$3.49M -40,694 -16%
SFM
22
Systematic Financial Management
New Jersey
$19.5M -$4.03M -46,893 -18%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$19.2M +$3.57M +41,643 +24%
HCM
24
Hodges Capital Management
Texas
$18.8M +$2.69M +31,330 +18%
Norges Bank
25
Norges Bank
Norway
$18.7M -$28.7M -334,849 -62%

SPB Hedge Fund Activity: Q3 2014 in Review

165 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Spectrum Brands (SPB) for Q3 2014, worth a combined $4.56B — up 3.9% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPB positions and 20 closed out — a net gain of 6 holders — while 57 added to existing stakes and 62 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $72.8M. The largest seller was Bloom Tree Partners, cutting an estimated $30.8M.

  • 165 institutional investors held Spectrum Brands (SPB) as of Q3 2014, up from 159 in Q2 2014.
  • Funds reported $4.56B of Spectrum Brands stock for Q3 2014, up 3.9% quarter-over-quarter.
  • 26 funds opened new Spectrum Brands positions in Q3 2014 and 20 closed out, a net change of +6 holders.
  • The largest Spectrum Brands buyer in Q3 2014 was First Trust Advisors, an estimated $72.8M added.
  • The largest Spectrum Brands seller in Q3 2014 was Bloom Tree Partners, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2014.