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Autodesk

1,161 hedge funds and large institutions have $47.7B invested in Autodesk in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 409 increasing their positions, 406 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 85

22% more capital invested

Capital invested by funds: $39.1B → $47.7B (+$8.59B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 1,0751,161 (+86)

3.65% more ownership

Funds ownership: 87.85%91.5% (+3.6%)

1% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 406

3% less call options, than puts

Call options by funds: $679M | Put options by funds: $697M

Holders
1,161
Holders Change
+86
Holders Change %
+8%
% of All Funds
16.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
187
Increased
409
Reduced
406
Closed
85
Calls
$679M
Puts
$697M
Net Calls
-$18.1M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
851
Connectus Wealth
Ohio
$292K +$25.9M +119,933 +825%
IPW
852
Impact Partnership Wealth
Georgia
$292K -$113K -522 -30%
FWM
853
FFT Wealth Management
Pennsylvania
$290K +$8.42K +39 +3%
FCH
854
Freestone Capital Holdings
Washington
$289K +$4.32K +20 +2%
B
855
Barings
North Carolina
$289K
AAS
856
Ameritas Advisory Services
Nebraska
$288K +$253K +1,170 New
JF
857
Jump Financial
Illinois
$287K +$255K +1,179 New
EWM
858
Evercore Wealth Management
New York
$286K +$24.6K +114 +11%
CPW
859
Crestmont Private Wealth
Texas
$284K +$14.7K +68 +6%
OC
860
Oakworth Capital
Alabama
$283K
CI
861
CX Institutional
Indiana
$283K -$76.7K -355 -23%
AA
862
Advisory Alpha
Michigan
$282K +$250K +1,158 New
PE
863
Point72 Europe
United Kingdom
$281K +$249K +1,155 New
MGIA
864
Matthew Goff Investment Advisor
Texas
$279K
KWA
865
Kingswood Wealth Advisors
California
$278K +$15.3K +71 +7%
GC
866
GFG Capital
Florida
$276K -$54K -250 -18%
BCM
867
Becker Capital Management
Oregon
$276K -$36.7K -170 -13%
CRI
868
Colonial River Investments
Virginia
$275K +$244K +1,130 New
ZIG
869
Zullo Investment Group
Pennsylvania
$275K
SIM
870
Sentry Investment Management
Wisconsin
$273K -$25.9K -120 -10%
PA
871
Pinnacle Associates
New York
$272K +$3.46K +16 +1%
HCMG
872
Howard Capital Management Group
California
$271K
HAG
873
HF Advisory Group
Maryland
$270K +$26.3K +122 +12%
I
874
IMPACTfolio
Colorado
$269K +$8.85K +41 +4%
USCWA
875
U.S. Capital Wealth Advisors
Texas
$267K -$648 -3 -0.3%

ADSK Hedge Fund Activity: Q4 2023 in Review

1,161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q4 2023, worth a combined $47.7B — up 22% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new ADSK positions and 85 closed out — a net gain of 102 holders — while 409 added to existing stakes and 406 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $523M. The largest seller was AllianceBernstein, cutting an estimated $166M.

  • 1,161 institutional investors held Autodesk (ADSK) as of Q4 2023, up from 1,075 in Q3 2023.
  • Funds reported $47.7B of Autodesk stock for Q4 2023, up 22% quarter-over-quarter.
  • 187 funds opened new Autodesk positions in Q4 2023 and 85 closed out, a net change of +102 holders.
  • The largest Autodesk buyer in Q4 2023 was Morgan Stanley, an estimated $523M added.
  • The largest Autodesk seller in Q4 2023 was AllianceBernstein, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2023.