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Synchrony

693 hedge funds and large institutions have $26B invested in Synchrony in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 49

122% more funds holding in top 10

Funds holding in top 10: 920 (+11)

24% more capital invested

Capital invested by funds: $21B → $26B (+$5.04B)

13% more funds holding

Funds holding: 612693 (+81)

1.24% more ownership

Funds ownership: 84.98%86.22% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 251

18% less call options, than puts

Call options by funds: $502M | Put options by funds: $610M

Holders
693
Holders Change
+81
Holders Change %
+13.24%
% of All Funds
15.72%
Holding in Top 10
20
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+122.22%
% of All Funds
0.45%
New
133
Increased
239
Reduced
251
Closed
49
Calls
$502M
Puts
$610M
Net Calls
-$108M
Net Calls Change
-$243M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
651
TrueWealth LLC
Georgia
$9K +$7.84K +229 New
ST
652
Smithfield Trust
Pennsylvania
$8K
VNA
653
Valley National Advisers
Pennsylvania
$8K
LWM
654
Lenox Wealth Management
Ohio
$8K +$513 +15 +8%
PCP
655
Proficio Capital Partners
Massachusetts
$8K +$1.03K +30 +18%
CA
656
Calton & Associates
Florida
$8K +$6.91K +202 New
NL
657
NVWM LLC
Pennsylvania
$8K +$7.53K +220 New
FPB
658
First PREMIER Bank
South Dakota
$6K -$80.7K -2,359 -94%
FAM
659
Fred Alger Management
New York
$6K -$10.3K -301 -67%
CAW
660
Cornerstone Advisors (Washington)
Washington
$6K
PHK
661
Point72 Hong Kong
Hong Kong
$6K +$5.13K +150 +3,750%
AC
662
Avestar Capital
New York
$6K +$5.61K +164 New
GFP
663
Gryphon Financial Partners
Ohio
$6K +$5.65K +165 New
IWM
664
IHT Wealth Management
Illinois
$5K -$9.48K -277 -69%
LNB
665
Ledyard National Bank
$5K
EA
666
Edge Advisors
Georgia
$5K +$3.25K +95 +257%
Financial Engines Advisors
667
Financial Engines Advisors
California
$5K +$4.04K +118 New
RE
668
RBC Europe
United Kingdom
$4.98K
Carson Wealth (CWM LLC)
669
Carson Wealth (CWM LLC)
Nebraska
$4K
YWP
670
YorkBridge Wealth Partners
New York
$4K
MUS
671
Mitsubishi UFJ Securities
Japan
$4K +$2.4K +70 +233%
MPPLM
672
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K +$3.22K +94 New
ATC
673
Adirondack Trust Company
New York
$4K +$3.59K +105 New
Acadian Asset Management
674
Acadian Asset Management
Massachusetts
$3K -$5.03K -147 -63%
CMBA
675
C.M. Bidwell & Associates
Hawaii
$3K