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Spectrum Brands

267 hedge funds and large institutions have $2.75B invested in Spectrum Brands in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $102M | Put options by funds: $59.6M

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

0% more funds holding

Funds holding: 267267 (0)

3.87% less ownership

Funds ownership: 101.56%97.68% (-3.9%)

15% less capital invested

Capital invested by funds: $3.25B → $2.75B (-$497M)

38% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 104

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
267
Holders Change
Holders Change %
0%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.16%
New
43
Increased
65
Reduced
104
Closed
42
Calls
$102M
Puts
$59.6M
Net Calls
+$42.6M
Net Calls Change
-$210M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$291M -$44.8M -567,604 -13%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$173M +$2.98M +37,810 +2%
Invesco
3
Invesco
Georgia
$134M -$9.57M -121,300 -7%
BlackRock
4
BlackRock
New York
$133M -$4.76M -60,296 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$108M -$60.4K -765 -0.1%
American Century Companies
6
American Century Companies
Missouri
$106M -$8M -101,411 -7%
CCMLC
7
Cardinal Capital Management LLC (Connecticut)
Connecticut
$98.9M -$3.87M -49,115 -4%
N
8
Nuveen
North Carolina
$95.4M -$3.68M -46,704 -4%
Pzena Investment Management
9
Pzena Investment Management
New York
$86.9M -$201K -2,549 -0.2%
CCM
10
Channing Capital Management
Illinois
$69M -$1.63M -20,667 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$61.5M -$24.7M -313,687 -29%
AIMCA
12
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$54.3M +$6.71M +85,000 +14%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$49.9M -$1.38M -17,524 -3%
State Street
14
State Street
Massachusetts
$49.6M -$650K -8,234 -1%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$43.6M -$1.83M -23,226 -4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$42.3M -$2.99M -37,904 -7%
Charles Schwab
17
Charles Schwab
California
$41.1M -$3.04M -38,577 -7%
MCM
18
Moerus Capital Management
New York
$37.7M -$14M -177,437 -27%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$37.1M -$2.14M -27,160 -5%
Millennium Management
20
Millennium Management
New York
$36.4M +$1.71M +21,674 +5%
OCAM
21
Owl Creek Asset Management
New York
$35.3M
Fidelity International
22
Fidelity International
Bermuda
$28.2M -$151K -1,917 -0.5%
SFM
23
Systematic Financial Management
New Jersey
$28M -$1.36M -17,283 -5%
AllianceBernstein
24
AllianceBernstein
Tennessee
$27M +$1.36M +17,186 +5%
Morgan Stanley
25
Morgan Stanley
New York
$26.9M -$14.2M -179,748 -34%

SPB Hedge Fund Activity: Q3 2023 in Review

267 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Spectrum Brands (SPB) for Q3 2023, worth a combined $2.75B — down 15% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPB positions and 42 closed out — a net gain of 1 holder — while 65 added to existing stakes and 104 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.5M. The largest seller was Eminence Capital, cutting an estimated $74.8M.

  • 267 institutional investors held Spectrum Brands (SPB) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.75B of Spectrum Brands stock for Q3 2023, down 15% quarter-over-quarter.
  • 43 funds opened new Spectrum Brands positions in Q3 2023 and 42 closed out, a net change of +1 holder.
  • The largest Spectrum Brands buyer in Q3 2023 was AQR Capital Management, an estimated $23.5M added.
  • The largest Spectrum Brands seller in Q3 2023 was Eminence Capital, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2023.