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ASAP

Waitr Holdings Inc. Common Stock

Delisted

ASAP was delisted on the 1st of February, 2023.

31 hedge funds and large institutions have $200M invested in Waitr Holdings Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $186M → $200M (+$13.7M)

3% more funds holding

Funds holding: 3031 (+1)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
8
Reduced
9
Closed
8
Calls
$11.9M
Puts
Net Calls
+$11.9M
Net Calls Change
+$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Pelham Capital
United Kingdom
$35.8M +$33.7M +165,000 New
PWAM
2
Park West Asset Management
California
$24.1M +$17.6M +86,088 +344%
AI
3
Advent International
Massachusetts
$21.7M
CM
4
Corvex Management
New York
$13.3M
ACPU
5
Arrowgrass Capital Partners (US)
Delaware
$13M -$5.61M -27,500 -31%
JGC
6
J. Goldman & Co
New York
$12M -$4.89M -23,960 -30%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$11.8M +$48.8K +239 +0.4%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$10.8M
Hudson Bay Capital Management
9
Hudson Bay Capital Management
Connecticut
$6.5M +$3.06M +15,000 +100%
LIM
10
Longfellow Investment Management
Massachusetts
$6.47M -$2.14M -10,509 -26%
BPIM
11
Brant Point Investment Management
New York
$5.77M
TD Asset Management
12
TD Asset Management
Ontario, Canada
$5.55M -$10.2M -50,000 -66%
Marshall Wace
13
Marshall Wace
United Kingdom
$5.42M +$5.1M +25,000 New
BCM
14
BlueCrest Capital Management
Jersey
$4.07M +$1.78M +8,750 +88%
KPF
15
K2 Principal Fund
Ontario, Canada
$3.9M +$788K +3,861 +27%
GCL
16
Glazer Capital LLC
New York
$3.68M -$16.8M -82,382 -83%
WRBC
17
W.R. Berkley Corp
Connecticut
$2.44M -$3.91M -19,191 -63%
RA
18
Royce & Associates
New York
$2.44M +$576K +2,825 +34%
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.17M +$2.04M +10,000 New
WC
20
Wexford Capital
Florida
$2.13M +$2.01M +9,830 New
Victory Capital Management
21
Victory Capital Management
Texas
$1.68M +$1.58M +7,770 New
LCG
22
Luxor Capital Group
New York
$1.63M
HCS
23
Harvest Capital Strategies
California
$1.2M +$1.13M +5,535 New
MA
24
MYDA Advisors
New York
$867K +$408K +2,000 +100%
Wells Fargo
25
Wells Fargo
California
$591K +$556K +2,725 New

ASAP Hedge Fund Activity: Q3 2018 in Review

31 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Waitr Holdings Inc. Common Stock (ASAP) for Q3 2018, worth a combined $200M — up 7.3% from $186M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ASAP positions and 8 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Pelham Capital, opening a new position worth an estimated $33.7M. The largest seller was Glazer Capital LLC, cutting an estimated $16.8M.

  • 31 institutional investors held Waitr Holdings Inc. Common Stock (ASAP) as of Q3 2018, up from 30 in Q2 2018.
  • Funds reported $200M of Waitr Holdings Inc. Common Stock stock for Q3 2018, up 7.3% quarter-over-quarter.
  • 9 funds opened new Waitr Holdings Inc. Common Stock positions in Q3 2018 and 8 closed out, a net change of +1 holder.
  • The largest Waitr Holdings Inc. Common Stock buyer in Q3 2018 was Pelham Capital, an estimated $33.7M added.
  • The largest Waitr Holdings Inc. Common Stock seller in Q3 2018 was Glazer Capital LLC, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2018.