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Spectrum Brands

298 hedge funds and large institutions have $2.86B invested in Spectrum Brands in 2019 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 98 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 29

149% more call options, than puts

Call options by funds: $8.33M | Put options by funds: $3.35M

51% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 65

37% more funds holding

Funds holding: 218298 (+80)

5.25% more ownership

Funds ownership: 106.02%111.27% (+5.2%)

3% more capital invested

Capital invested by funds: $2.78B → $2.86B (+$83.6M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
298
Holders Change
+80
Holders Change %
+36.7%
% of All Funds
6.54%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
109
Increased
98
Reduced
65
Closed
29
Calls
$8.33M
Puts
$3.35M
Net Calls
+$4.98M
Net Calls Change
+$746K
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
1
Jefferies Financial Group
New York
$396M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$386M +$1.63M +31,259 +0.4%
FIG
3
Fortress Investment Group
New York
$256M
Vanguard Group
4
Vanguard Group
Pennsylvania
$220M +$34.9M +669,414 +19%
AVC
5
Arlington Value Capital
Utah
$164M +$2.08M +39,792 +1%
BlackRock
6
BlackRock
New York
$118M +$31.1M +595,795 +36%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$93.2M +$4.25M +81,521 +5%
SCM
8
Sterling Capital Management
North Carolina
$62M +$1.35M +25,830 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$59.5M -$14.1M -269,435 -19%
Pzena Investment Management
10
Pzena Investment Management
New York
$56.8M +$5.53M +105,995 +11%
Wells Fargo
11
Wells Fargo
California
$50.9M -$34M -651,117 -40%
Teacher Retirement System of Texas
12
Teacher Retirement System of Texas
Texas
$44.5M +$15.2M +291,778 +53%
American Century Companies
13
American Century Companies
Missouri
$43.8M +$12.7M +244,025 +42%
Invesco
14
Invesco
Georgia
$43.1M +$17.1M +327,777 +67%
State Street
15
State Street
Massachusetts
$41.4M +$10.7M +204,960 +35%
MCM
16
Moerus Capital Management
New York
$36.2M +$4.01M +76,882 +13%
CCM
17
Check Capital Management
California
$29.2M -$909K -17,429 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$28.9M +$4.01M +76,901 +16%
CCMLC
19
Cardinal Capital Management LLC (Connecticut)
Connecticut
$28.6M -$30M -574,673 -51%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$28.4M +$5.38M +103,166 +24%
CIM
21
Confluence Investment Management
Missouri
$26.3M -$622K -11,914 -2%
Norges Bank
22
Norges Bank
Norway
$23.4M +$2.28M +43,777 +11%
Macquarie Group
23
Macquarie Group
Australia
$23M +$994K +19,047 +5%
RA
24
Rovida Advisors
Florida
$22.8M -$7.71M -147,824 -25%
Prudential Financial
25
Prudential Financial
New Jersey
$22.6M +$22.4M +429,606 New

SPB Hedge Fund Activity: Q3 2019 in Review

298 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Spectrum Brands (SPB) for Q3 2019, worth a combined $2.86B — up 3% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SPB positions and 29 closed out — a net gain of 80 holders — while 98 added to existing stakes and 65 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34.9M. The largest seller was Wells Fargo, cutting an estimated $34M.

  • 298 institutional investors held Spectrum Brands (SPB) as of Q3 2019, up from 218 in Q2 2019.
  • Funds reported $2.86B of Spectrum Brands stock for Q3 2019, up 3% quarter-over-quarter.
  • 109 funds opened new Spectrum Brands positions in Q3 2019 and 29 closed out, a net change of +80 holders.
  • The largest Spectrum Brands buyer in Q3 2019 was Vanguard Group, an estimated $34.9M added.
  • The largest Spectrum Brands seller in Q3 2019 was Wells Fargo, an estimated $34M sold.

Based on aggregated 13F filings for Q3 2019.