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ZEP

ZEP INC COM STK (DE)
ZEP

Delisted

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

119 hedge funds and large institutions have $282M invested in ZEP INC COM STK (DE) in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

5% more funds holding

Funds holding: 113119 (+6)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

21% less capital invested

Capital invested by funds: $359M → $282M (-$76.9M)

82% less call options, than puts

Call options by funds: $32K | Put options by funds: $178K

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
40
Reduced
45
Closed
8
Calls
$32K
Puts
$178K
Net Calls
-$146K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$39.5M -$597K -37,410 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$38.1M +$890K +55,800 +2%
HA
3
Heartland Advisors
Wisconsin
$31.7M +$1.99M +124,611 +6%
BFA
4
BlackRock Fund Advisors
California
$16.8M -$629K -39,435 -3%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$13.6M +$67K +4,200 +0.4%
Wells Fargo
6
Wells Fargo
California
$12.4M -$838K -52,507 -6%
Vanguard Group
7
Vanguard Group
Pennsylvania
$12.3M +$309K +19,376 +2%
GF
8
Gabelli Funds
New York
$10.9M +$188K +11,765 +2%
Deutsche Bank
9
Deutsche Bank
Germany
$9.7M -$2.27M -142,273 -17%
BIT
10
BlackRock Institutional Trust
California
$9.68M -$239 -15 -0%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$7.19M +$195K +12,245 +2%
State Street
12
State Street
Massachusetts
$5.83M -$169K -10,611 -2%
USAA
13
United Services Automobile Association
Texas
$5.79M +$78.2K +4,900 +1%
HCM
14
Hodges Capital Management
Texas
$4.89M +$11.8K +740 +0.2%
Northern Trust
15
Northern Trust
Illinois
$4.05M -$147K -9,218 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.48M -$172K -10,793 -4%
TA
17
Teton Advisors
New York
$2.91M -$1.21M -75,821 -27%
Norges Bank
18
Norges Bank
Norway
$2.89M -$1.14M -71,337 -26%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$2.34M -$931K -58,325 -26%
GIP
20
Granite Investment Partners
California
$2.13M +$407K +25,507 +20%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.94M -$26.8K -1,680 -1%
AA
22
Ancora Advisors
Ohio
$1.81M +$271K +17,010 +15%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.68M +$1.85K +116 +0.1%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.54M -$152K -9,545 -8%
Ameriprise
25
Ameriprise
Minnesota
$1.41M +$62.9K +3,941 +4%

ZEP Hedge Fund Activity: Q3 2014 in Review

119 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ZEP INC COM STK (DE) (ZEP) for Q3 2014, worth a combined $282M — down 21% from $359M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ZEP positions and 8 closed out — a net gain of 6 holders — while 40 added to existing stakes and 45 trimmed.

The largest buyer was Heartland Advisors, adding an estimated $1.99M. The largest seller was Deutsche Bank, cutting an estimated $2.27M.

  • 119 institutional investors held ZEP INC COM STK (DE) (ZEP) as of Q3 2014, up from 113 in Q2 2014.
  • Funds reported $282M of ZEP INC COM STK (DE) stock for Q3 2014, down 21% quarter-over-quarter.
  • 14 funds opened new ZEP INC COM STK (DE) positions in Q3 2014 and 8 closed out, a net change of +6 holders.
  • The largest ZEP INC COM STK (DE) buyer in Q3 2014 was Heartland Advisors, an estimated $1.99M added.
  • The largest ZEP INC COM STK (DE) seller in Q3 2014 was Deutsche Bank, an estimated $2.27M sold.

Based on aggregated 13F filings for Q3 2014.