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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
MSA
101
Mason Street Advisors
Wisconsin
$5.16M -$680K -18,198 -12%
U
102
UBS
Switzerland
$4.96M -$511K -13,674 -10%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$4.96M -$2.66M -71,115 -36%
TPSF
104
Texas Permanent School Fund
Texas
$4.87M -$231K -6,171 -5%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.71M -$4.04M -107,936 -47%
SOMRS
106
State of Michigan Retirement System
Michigan
$4.53M +$37.4K +1,000 +0.9%
SCM
107
Sigma Capital Management
Connecticut
$4.32M +$44.9K +1,200 +1%
AIG
108
American International Group
New York
$4.28M -$165K -4,411 -4%
Comerica Bank
109
Comerica Bank
Texas
$4.18M +$27.7K +740 +0.7%
Public Sector Pension Investment Board (PSP Investments)
110
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.06M -$41.1K -1,100 -1%
V
111
Veritable
Delaware
$4.03M
DHFB
112
Dixon Hubard Feinour & Brown
Virginia
$3.97M +$36.1K +965 +1%
TPCM
113
Tide Point Capital Management
Connecticut
$3.93M
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$3.91M -$112K -2,993 -3%
BHA
115
Beech Hill Advisors
New York
$3.69M -$44.9K -1,200 -1%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$3.66M -$6.21M -166,167 -64%
TSU
117
TD Securities (USA)
New York
$3.64M -$243K -6,487 -7%
SG Americas Securities
118
SG Americas Securities
New York
$3.43M +$5.61K +150 +0.2%
WHG
119
Westwood Holdings Group
Texas
$3.42M +$131K +3,510 +4%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$3.27M -$206K -5,500 -6%
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
$3.26M +$2.48M +66,230 +393%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$3.17M
DCC
123
Dow Chemical Company
Michigan
$3.14M -$1.38M -36,800 -32%
Citigroup
124
Citigroup
New York
$3.12M -$1.21M -32,303 -29%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$3.1M +$256K +6,858 +10%

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.