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ZEP

ZEP INC COM STK (DE)
ZEP

Delisted

ZEP was delisted on the 25th of June, 2015.

105 hedge funds and large institutions have $319M invested in ZEP INC COM STK (DE) in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $295K | Put options by funds: $77K

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

7% more capital invested

Capital invested by funds: $297M → $319M (+$22.1M)

5% less funds holding

Funds holding: 110105 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
51
Reduced
32
Closed
14
Calls
$295K
Puts
$77K
Net Calls
+$218K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$47.7M +$1.15M +81,375 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$43.2M +$1.35M +95,570 +4%
HA
3
Heartland Advisors
Wisconsin
$35.9M +$773K +54,750 +3%
BFA
4
BlackRock Fund Advisors
California
$20.6M +$1.57M +111,285 +10%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$16.4M +$2.46M +174,400 +21%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.6M +$101K +7,162 +0.9%
GF
7
Gabelli Funds
New York
$12.4M
BIT
8
BlackRock Institutional Trust
California
$10.9M -$74.8K -5,297 -0.8%
Wells Fargo
9
Wells Fargo
California
$8.87M +$160K +11,316 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.23M +$61K +4,317 +1%
TAM
11
Tocqueville Asset Management
New York
$6.82M +$2.32M +164,495 +65%
State Street
12
State Street
Massachusetts
$6.8M +$60.7K +4,295 +1%
USAA
13
United Services Automobile Association
Texas
$6.36M +$174K +12,300 +3%
Northern Trust
14
Northern Trust
Illinois
$5.57M -$16.6K -1,176 -0.3%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$5.37M -$1.71M -121,183 -27%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$4.82M -$2.93M -207,382 -41%
HCM
17
Hodges Capital Management
Texas
$4.76M +$4.13M +292,555 New
TA
18
Teton Advisors
New York
$4.72M +$246K +17,390 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.72M +$106K +7,516 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$3.68M +$1.18M +83,727 +59%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.65M +$91.4K +6,474 +4%
GIP
22
Granite Investment Partners
California
$2.28M -$115K -8,150 -5%
Norges Bank
23
Norges Bank
Norway
$2.26M
TBAM
24
True Bearing Asset Management
California
$2.03M
Principal Financial Group
25
Principal Financial Group
Iowa
$2.02M +$64.5K +4,567 +4%

ZEP Hedge Fund Activity: Q3 2013 in Review

105 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in ZEP INC COM STK (DE) (ZEP) for Q3 2013, worth a combined $319M — up 7.4% from $297M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ZEP and 10 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 51 added.

The largest buyer was Hodges Capital Management, opening a new position worth an estimated $4.13M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $2.93M.

  • 105 institutional investors held ZEP INC COM STK (DE) (ZEP) as of Q3 2013, down from 110 in Q2 2013.
  • Funds reported $319M of ZEP INC COM STK (DE) stock for Q3 2013, up 7.4% quarter-over-quarter.
  • 10 funds opened new ZEP INC COM STK (DE) positions in Q3 2013 and 14 closed out, a net change of -4 holders.
  • The largest ZEP INC COM STK (DE) buyer in Q3 2013 was Hodges Capital Management, an estimated $4.13M added.
  • The largest ZEP INC COM STK (DE) seller in Q3 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2013.