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356 hedge funds and large institutions have $8.93B invested in Textron in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

39% more call options, than puts

Call options by funds: $27.4M | Put options by funds: $19.7M

8% more capital invested

Capital invested by funds: $8.3B → $8.93B (+$624M)

2% more funds holding

Funds holding: 350356 (+6)

1.27% more ownership

Funds ownership: 80.42%81.69% (+1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

36% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 148

Holders
356
Holders Change
+6
Holders Change %
+1.71%
% of All Funds
10.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
41
Increased
94
Reduced
148
Closed
29
Calls
$27.4M
Puts
$19.7M
Net Calls
+$7.7M
Net Calls Change
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$62.9M
TA
27
Teachers Advisors
New York
$57.9M +$1.86M +49,662 +3%
BG
28
BlackRock Group
United Kingdom
$55.4M -$46.7M -1,250,119 -47%
SI
29
Scout Investments
Missouri
$54.6M -$4.68M -125,109 -8%
Legal & General Group
30
Legal & General Group
United Kingdom
$48.7M -$727K -19,454 -2%
GLA
31
Great Lakes Advisors
Illinois
$41.1M -$801K -21,413 -2%
GF
32
Gabelli Funds
New York
$36.3M +$411K +11,000 +1%
GC
33
Guggenheim Capital
Illinois
$35.5M +$2.15M +57,539 +7%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$33.5M -$24.2K -647 -0.1%
CNB
35
City National Bank
California
$32.4M +$7.61M +203,687 +33%
Morgan Stanley
36
Morgan Stanley
New York
$31.6M -$5.67M -151,770 -16%
Wells Fargo
37
Wells Fargo
California
$31.4M -$542K -14,499 -2%
UBS AM
38
UBS AM
Illinois
$31M +$1.44M +38,640 +5%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$30.8M
CCM
40
Cornerstone Capital Management
Minnesota
$30.6M -$8.62M -230,644 -23%
Boston Partners
41
Boston Partners
Massachusetts
$30.3M +$6.35M +169,928 +28%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$29.2M +$1.58M +42,235 +6%
BlackRock
43
BlackRock
New York
$27.3M -$1.15M -30,830 -4%
Deutsche Bank
44
Deutsche Bank
Germany
$26.4M +$2.52M +67,492 +11%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$26M +$962K +25,737 +4%
Charles Schwab
46
Charles Schwab
California
$24.3M -$10.1M -269,703 -30%
JP Morgan Chase
47
JP Morgan Chase
New York
$24M -$59.5M -1,591,479 -72%
FIM
48
Foresters Investment Management
New York
$22.7M +$10.1M +270,900 +89%
AllianceBernstein
49
AllianceBernstein
Tennessee
$21.8M -$249K -6,661 -1%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$20.7M -$124K -3,306 -0.6%

TXT Hedge Fund Activity: Q1 2014 in Review

356 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Textron (TXT) for Q1 2014, worth a combined $8.93B — up 7.5% from $8.3B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TXT positions and 29 closed out — a net gain of 12 holders — while 94 added to existing stakes and 148 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $137M. The largest seller was JP Morgan Chase, cutting an estimated $59.5M.

  • 356 institutional investors held Textron (TXT) as of Q1 2014, up from 350 in Q4 2013.
  • Funds reported $8.93B of Textron stock for Q1 2014, up 7.5% quarter-over-quarter.
  • 41 funds opened new Textron positions in Q1 2014 and 29 closed out, a net change of +12 holders.
  • The largest Textron buyer in Q1 2014 was Wellington Management Group, an estimated $137M added.
  • The largest Textron seller in Q1 2014 was JP Morgan Chase, an estimated $59.5M sold.

Based on aggregated 13F filings for Q1 2014.