We are live on ! Find out more
ADV icon

Advantage Solutions

119 hedge funds and large institutions have $177M invested in Advantage Solutions in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 12

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

31% more funds holding

Funds holding: 91119 (+28)

0.02% less ownership

Funds ownership: 1.07%1.05% (-0.02%)

43% less capital invested

Capital invested by funds: $313M → $177M (-$135M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

72% less call options, than puts

Call options by funds: $21K | Put options by funds: $75K

Holders
119
Holders Change
+28
Holders Change %
+30.77%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
37
Reduced
24
Closed
12
Calls
$21K
Puts
$75K
Net Calls
-$54K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$5K -$12.9K -140 -61%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$5K
WFA
103
Wipfli Financial Advisors
Wisconsin
$4K +$6.54K +71 New
LC
104
Lindbrook Capital
California
$4K +$7.47K +81 New
Barrow, Hanley, Mewhinney & Strauss
105
Barrow, Hanley, Mewhinney & Strauss
Texas
$3K -$1.84K -20 -29%
EWA
106
EverSource Wealth Advisors
Alabama
$2K +$2.49K +27 +193%
AF
107
Allworth Financial
California
$2K +$3.23K +35 New
C
108
Covestor
United Kingdom
$2K +$3.23K +35 +1,750%
Osaic Holdings
109
Osaic Holdings
Arizona
$1K -$6.64K -72 -83%
QCG
110
Quadrant Capital Group
Ohio
$1K -$4.15K -45 -63%
CWM
111
CarsonAllaria Wealth Management
Illinois
$1K
CA
112
Crewe Advisors
Utah
$1K
S
113
SignatureFD
Georgia
$1K +$1.01K +11 New
AIP
114
Almanack Investment Partners
Pennsylvania
$1K +$1.11K +12 New
MCM
115
Manchester Capital Management
Vermont
$1K +$1.11K +12 New
GWS
116
Glassman Wealth Services
Virginia
$1K +$2.21K +24 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$72 +$116K +1,259 New
ClearBridge Investments
118
ClearBridge Investments
New York
-$9.65M -101,563 Closed
PAM
119
Panagora Asset Management
Massachusetts
-$279K -2,936 Closed
M&T Bank
120
M&T Bank
New York
-$123K -1,301 Closed
DU
121
Delphia (USA)
Ontario, Canada
-$95K -1,002 Closed
CC
122
Corton Capital
Ontario, Canada
-$87K -913 Closed
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
-$82K -865 Closed
AQR Capital Management
124
AQR Capital Management
Connecticut
-$78K -820 Closed
TLP
125
Tri Locum Partners
New York
-$46K -486 Closed

ADV Hedge Fund Activity: Q3 2022 in Review

119 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Advantage Solutions (ADV) for Q3 2022, worth a combined $177M — down 43% from $313M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ADV positions and 12 closed out — a net gain of 28 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $8.85M. The largest seller was T. Rowe Price Associates, cutting an estimated $29.1M.

  • 119 institutional investors held Advantage Solutions (ADV) as of Q3 2022, up from 91 in Q2 2022.
  • Funds reported $177M of Advantage Solutions stock for Q3 2022, down 43% quarter-over-quarter.
  • 40 funds opened new Advantage Solutions positions in Q3 2022 and 12 closed out, a net change of +28 holders.
  • The largest Advantage Solutions buyer in Q3 2022 was Bridgeway Capital Management, an estimated $8.85M added.
  • The largest Advantage Solutions seller in Q3 2022 was T. Rowe Price Associates, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2022.