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Spectrum Brands

194 hedge funds and large institutions have $2.28B invested in Spectrum Brands in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $10.9M

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

2.75% more ownership

Funds ownership: 39.17%41.91% (+2.7%)

1% more funds holding

Funds holding: 192194 (+2)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

3% less capital invested

Capital invested by funds: $2.34B → $2.28B (-$59.9M)

Holders
194
Holders Change
+2
Holders Change %
+1.04%
% of All Funds
5.42%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.34%
New
37
Increased
69
Reduced
67
Closed
34
Calls
$19.2M
Puts
$10.9M
Net Calls
+$8.24M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brahman Capital
New York
$240M
Morgan Stanley
2
Morgan Stanley
New York
$162M +$73.5M +738,998 +72%
Vanguard Group
3
Vanguard Group
Pennsylvania
$154M +$3.02M +30,364 +2%
RA
4
Rovida Advisors
Florida
$112M +$122M +1,226,421 New
TCP
5
Tourbillon Capital Partners
New York
$109M +$44.4M +446,704 +60%
Goldman Sachs
6
Goldman Sachs
New York
$96.3M -$7.63M -76,679 -7%
First Trust Advisors
7
First Trust Advisors
Illinois
$92.6M +$101M +1,012,400 New
JP Morgan Chase
8
JP Morgan Chase
New York
$88.9M -$17.9M -180,192 -16%
Bessemer Group
9
Bessemer Group
New Jersey
$82.7M +$26.6M +267,260 +42%
BIT
10
BlackRock Institutional Trust
California
$79.4M +$13.2M +132,474 +18%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$66.6M +$2.93M +29,425 +4%
CCP
12
Cyrus Capital Partners
New York
$52.3M -$24.1M -242,000 -30%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$44.3M -$6.98M -70,151 -13%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$42.1M +$39.6K +398 +0.1%
Charles Schwab
15
Charles Schwab
California
$41.5M -$3.36M -33,801 -7%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$39.2M +$12.4M +124,499 +41%
LCOV
17
London Company of Virginia
Virginia
$38.7M +$42.1M +423,072 New
VNIM
18
Vaughan Nelson Investment Management
Texas
$36.7M +$9.45M +95,060 +31%
Wells Fargo
19
Wells Fargo
California
$32.8M +$1.5M +15,074 +4%
State Street
20
State Street
Massachusetts
$29.2M +$6.82M +68,627 +27%
Norges Bank
21
Norges Bank
Norway
$22M
KCM
22
Kennedy Capital Management
Missouri
$21.7M -$2.32M -23,375 -9%
Renaissance Technologies
23
Renaissance Technologies
New York
$21.5M +$4.09M +41,100 +21%
BFA
24
BlackRock Fund Advisors
California
$20.3M +$1.39M +14,016 +7%
DIGDR
25
Dynamo Internacional Gestao de Recursos
Brazil
$20.2M +$22M +220,920 New

SPB Hedge Fund Activity: Q3 2015 in Review

194 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Spectrum Brands (SPB) for Q3 2015, worth a combined $2.28B — down 2.6% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SPB positions and 34 closed out — a net gain of 3 holders — while 69 added to existing stakes and 67 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $101M. The largest seller was Luxor Capital Group, exiting entirely with an estimated $49.7M sold.

  • 194 institutional investors held Spectrum Brands (SPB) as of Q3 2015, up from 192 in Q2 2015.
  • Funds reported $2.28B of Spectrum Brands stock for Q3 2015, down 2.6% quarter-over-quarter.
  • 37 funds opened new Spectrum Brands positions in Q3 2015 and 34 closed out, a net change of +3 holders.
  • The largest Spectrum Brands buyer in Q3 2015 was First Trust Advisors, an estimated $101M added.
  • The largest Spectrum Brands seller in Q3 2015 was Luxor Capital Group, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2015.