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350 hedge funds and large institutions have $8.3B invested in Textron in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

60% more call options, than puts

Call options by funds: $98.7M | Put options by funds: $61.6M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

35% more capital invested

Capital invested by funds: $6.14B → $8.3B (+$2.16B)

4% more funds holding

Funds holding: 337350 (+13)

0.96% more ownership

Funds ownership: 79.47%80.42% (+0.96%)

18% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 131

Holders
350
Holders Change
+13
Holders Change %
+3.86%
% of All Funds
10.16%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.15%
New
53
Increased
108
Reduced
131
Closed
37
Calls
$98.7M
Puts
$61.6M
Net Calls
+$37.1M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
GAMCO Investors
Connecticut
$64.3M +$7.19M +234,200 +15%
Franklin Resources
27
Franklin Resources
California
$58.8M
SI
28
Scout Investments
Missouri
$55.7M -$6.64M -216,141 -12%
TA
29
Teachers Advisors
New York
$52.3M +$9.37M +305,285 +27%
Legal & General Group
30
Legal & General Group
United Kingdom
$46.3M +$391K +12,732 +1%
BA
31
BlackRock Advisors
Delaware
$46.1M +$1.11M +36,060 +3%
GLA
32
Great Lakes Advisors
Illinois
$39.2M -$387K -12,599 -1%
CCM
33
Cornerstone Capital Management
Minnesota
$37.1M -$204K -6,641 -0.7%
Morgan Stanley
34
Morgan Stanley
New York
$35.2M +$2.31M +75,377 +9%
GF
35
Gabelli Funds
New York
$33.6M -$126K -4,100 -0.4%
Charles Schwab
36
Charles Schwab
California
$32.7M -$21.9M -714,911 -45%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$31.8M +$2.94M +95,862 +12%
GC
38
Guggenheim Capital
Illinois
$31.1M +$10.3M +335,212 +66%
Wells Fargo
39
Wells Fargo
California
$29.9M -$703K -22,893 -3%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$28.9M -$936K -30,500 -4%
UBS AM
41
UBS AM
Illinois
$27.6M +$1.65M +53,773 +8%
BlackRock
42
BlackRock
New York
$26.7M -$1.31M -42,716 -6%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$25.6M -$768K -25,029 -3%
BJ
44
BlackRock Japan
Japan
$23.8M -$112K -3,658 -0.6%
BIM
45
BlackRock Investment Management
Delaware
$23.6M -$352K -11,455 -2%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$23.4M -$39.1K -1,275 -0.2%
CNB
47
City National Bank
California
$22.8M +$1.14M +37,106 +6%
Deutsche Bank
48
Deutsche Bank
Germany
$22.2M +$6.7M +218,299 +57%
Boston Partners
49
Boston Partners
Massachusetts
$22.1M +$1.19M +38,641 +7%
AllianceBernstein
50
AllianceBernstein
Tennessee
$20.6M -$104K -3,401 -0.6%

TXT Hedge Fund Activity: Q4 2013 in Review

350 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Textron (TXT) for Q4 2013, worth a combined $8.3B — up 35% from $6.14B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TXT positions and 37 closed out — a net gain of 16 holders — while 108 added to existing stakes and 131 trimmed.

The largest buyer was Invesco, adding an estimated $116M. The largest seller was Fidelity Investments, cutting an estimated $144M.

  • 350 institutional investors held Textron (TXT) as of Q4 2013, up from 337 in Q3 2013.
  • Funds reported $8.3B of Textron stock for Q4 2013, up 35% quarter-over-quarter.
  • 53 funds opened new Textron positions in Q4 2013 and 37 closed out, a net change of +16 holders.
  • The largest Textron buyer in Q4 2013 was Invesco, an estimated $116M added.
  • The largest Textron seller in Q4 2013 was Fidelity Investments, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2013.