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ZEP

ZEP INC COM STK (DE)
ZEP

Delisted

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

120 hedge funds and large institutions have $300M invested in ZEP INC COM STK (DE) in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $229K | Put options by funds: $48K

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

7% more capital invested

Capital invested by funds: $282M → $300M (+$18.3M)

1% more funds holding

Funds holding: 119120 (+1)

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
53
Reduced
36
Closed
6
Calls
$229K
Puts
$48K
Net Calls
+$181K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$42.1M -$570K -38,544 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$38.9M -$2.22M -150,464 -6%
HA
3
Heartland Advisors
Wisconsin
$34.2M -$27.1K -1,835 -0.1%
BFA
4
BlackRock Fund Advisors
California
$20.4M +$2.16M +145,976 +12%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$14.7M +$1.48K +100 +0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.5M +$182K +12,330 +1%
Wells Fargo
7
Wells Fargo
California
$13M -$385K -26,009 -3%
GF
8
Gabelli Funds
New York
$11.8M +$82.8K +5,601 +0.7%
BIT
9
BlackRock Institutional Trust
California
$10.2M -$304K -20,586 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.14M +$363K +24,569 +5%
HCM
11
Hodges Capital Management
Texas
$7.93M +$2.58M +174,751 +50%
State Street
12
State Street
Massachusetts
$6.86M +$547K +36,959 +9%
USAA
13
United Services Automobile Association
Texas
$6.26M
TA
14
Teton Advisors
New York
$4.97M +$1.78M +120,164 +58%
Northern Trust
15
Northern Trust
Illinois
$4.2M -$172K -11,647 -4%
Norges Bank
16
Norges Bank
Norway
$4.12M +$968K +65,488 +32%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.74M -$23.5K -1,589 -0.6%
GIP
18
Granite Investment Partners
California
$2.12M -$181K -12,252 -8%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.12M +$23.2K +1,571 +1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.81M -$5.66K -383 -0.3%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.59M -$81.3K -5,500 -5%
Ameriprise
22
Ameriprise
Minnesota
$1.56M +$32.8K +2,216 +2%
TBAM
23
True Bearing Asset Management
California
$1.52M -$1.48K -100 -0.1%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$1.51M +$4.58K +310 +0.3%
GC
25
Guggenheim Capital
Illinois
$1.48M +$783K +52,927 +119%

ZEP Hedge Fund Activity: Q4 2014 in Review

120 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ZEP INC COM STK (DE) (ZEP) for Q4 2014, worth a combined $300M — up 6.5% from $282M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ZEP positions and 6 closed out — a net gain of 3 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Hodges Capital Management, adding an estimated $2.58M. The largest seller was Deutsche Bank, cutting an estimated $9.44M.

  • 120 institutional investors held ZEP INC COM STK (DE) (ZEP) as of Q4 2014, up from 119 in Q3 2014.
  • Funds reported $300M of ZEP INC COM STK (DE) stock for Q4 2014, up 6.5% quarter-over-quarter.
  • 9 funds opened new ZEP INC COM STK (DE) positions in Q4 2014 and 6 closed out, a net change of +3 holders.
  • The largest ZEP INC COM STK (DE) buyer in Q4 2014 was Hodges Capital Management, an estimated $2.58M added.
  • The largest ZEP INC COM STK (DE) seller in Q4 2014 was Deutsche Bank, an estimated $9.44M sold.

Based on aggregated 13F filings for Q4 2014.