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Spectrum Brands

272 hedge funds and large institutions have $3.46B invested in Spectrum Brands in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 103 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $56.5M | Put options by funds: $35.9M

7% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 103

0.34% more ownership

Funds ownership: 46.66%47% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 292272 (-20)

9% less capital invested

Capital invested by funds: $3.81B → $3.46B (-$355M)

40% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 48

Holders
272
Holders Change
-20
Holders Change %
-6.85%
% of All Funds
6.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
110
Reduced
103
Closed
48
Calls
$56.5M
Puts
$35.9M
Net Calls
+$20.6M
Net Calls Change
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCP
1
Tourbillon Capital Partners
New York
$268M +$287M +2,143,216 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$258M -$57.4M -428,392 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$249M -$3.64M -27,183 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$204M +$2.71M +20,242 +1%
BlackRock
5
BlackRock
New York
$149M -$2.32M -17,333 -1%
Bessemer Group
6
Bessemer Group
New Jersey
$131M +$21.7M +161,567 +18%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$123M -$19.4M -144,917 -13%
O
8
OppenheimerFunds
New York
$119M -$32.8M -244,447 -20%
Goldman Sachs
9
Goldman Sachs
New York
$110M -$26.7M -199,090 -18%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$101M +$25M +186,285 +30%
BC
11
Brahman Capital
New York
$96.3M -$34.9M -260,242 -25%
DIGDR
12
Dynamo Internacional Gestao de Recursos
Brazil
$78.8M -$6.69M -49,906 -7%
Morgan Stanley
13
Morgan Stanley
New York
$74.4M +$17.9M +133,283 +29%
State Street
14
State Street
Massachusetts
$71.3M +$1.9M +14,196 +3%
LCOV
15
London Company of Virginia
Virginia
$68.5M -$1.04M -7,753 -1%
American Century Companies
16
American Century Companies
Missouri
$64.3M -$2.16M -16,093 -3%
Charles Schwab
17
Charles Schwab
California
$60.2M -$5.48M -40,890 -8%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.4M -$960K -7,165 -2%
TCIM
19
TIAA CREF Investment Management
New York
$45.4M +$445K +3,318 +0.9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$45.4M +$963K +7,185 +2%
Norges Bank
21
Norges Bank
Norway
$43.5M +$1.25M +9,337 +3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$43.4M -$323K -2,412 -0.7%
AQR Capital Management
23
AQR Capital Management
Connecticut
$36.7M -$2.16M -16,100 -5%
CCM
24
Check Capital Management
California
$34.7M -$475K -3,547 -1%
Citadel Advisors
25
Citadel Advisors
Florida
$32.4M +$19M +141,569 +121%

SPB Hedge Fund Activity: Q2 2017 in Review

272 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Spectrum Brands (SPB) for Q2 2017, worth a combined $3.46B — down 9.3% from $3.81B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of SPB and 29 opened new positions — a net loss of 19 holders — while 103 trimmed existing stakes and 110 added.

The largest buyer was Tourbillon Capital Partners, opening a new position worth an estimated $287M. The largest seller was Fidelity Investments, cutting an estimated $57.4M.

  • 272 institutional investors held Spectrum Brands (SPB) as of Q2 2017, down from 292 in Q1 2017.
  • Funds reported $3.46B of Spectrum Brands stock for Q2 2017, down 9.3% quarter-over-quarter.
  • 29 funds opened new Spectrum Brands positions in Q2 2017 and 48 closed out, a net change of -19 holders.
  • The largest Spectrum Brands buyer in Q2 2017 was Tourbillon Capital Partners, an estimated $287M added.
  • The largest Spectrum Brands seller in Q2 2017 was Fidelity Investments, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2017.