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CGC

Canopy Growth

408 hedge funds and large institutions have $1.3B invested in Canopy Growth in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 176 increasing their positions, 65 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 65

28% more call options, than puts

Call options by funds: $335M | Put options by funds: $260M

19% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 58

3% more capital invested

Capital invested by funds: $1.26B → $1.3B (+$40.4M)

1% more funds holding

Funds holding: 405408 (+3)

0.1% more ownership

Funds ownership: 0.84%0.94% (+0.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
408
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
8.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
69
Increased
176
Reduced
65
Closed
58
Calls
$335M
Puts
$260M
Net Calls
+$74.2M
Net Calls Change
-$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
326
Bogart Wealth LLC
Virginia
$17K +$19.4K +44 New
PCIA
327
Prime Capital Investment Advisors
Kansas
$16K +$18K +41 New
SWP
328
Strategic Wealth Partners
Ohio
$15K +$14.5K +33 +825%
EIP
329
Ellis Investment Partners
Pennsylvania
$15K +$16.7K +38 New
CAL
330
Capital Analysts LLC
Pennsylvania
$14K
RFA
331
Reilly Financial Advisors
California
$14K +$440 +1 +3%
LFG
332
Larson Financial Group
Missouri
$14K +$6.6K +15 +75%
CFG
333
CKW Financial Group
Hawaii
$13K
NC
334
NewSquare Capital
Pennsylvania
$13K
PFBT
335
Parkside Financial Bank & Trust
Missouri
$13K
AAP
336
Arax Advisory Partners
Colorado
$13K +$14.1K +32 New
EI
337
Ellevest Inc
New York
$12K
IRC
338
Investors Research Corp
Georgia
$12K
TWA
339
TCI Wealth Advisors
Arizona
$12K
TL
340
TrueWealth LLC
Georgia
$12K
BCA
341
Bray Capital Advisors
Florida
$12K +$13.2K +30 New
PMFA
342
Plante Moran Financial Advisors
Michigan
$12K +$13.2K +30 New
1IA
343
1834 Investment Advisors
Wisconsin
$11K
EFSCE
344
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
JWA
345
JFS Wealth Advisors
Pennsylvania
$11K
LPWM
346
Lake Point Wealth Management
Texas
$10K
MMG
347
Monetary Management Group
Missouri
$10K
SSB
348
Sandy Spring Bank
Maryland
$10K
FNB
349
Farmers National Bank
Kentucky
$10K +$6.6K +15 +150%
DOA
350
D'Orazio & Associates
Virginia
$10K +$11K +25 New

CGC Hedge Fund Activity: Q2 2019 in Review

408 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Canopy Growth (CGC) for Q2 2019, worth a combined $1.3B — up 3.2% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new CGC positions and 58 closed out — a net gain of 11 holders — while 176 added to existing stakes and 65 trimmed.

The largest buyer was ETF Managers Group, opening a new position worth an estimated $90.4M. The largest seller was AQR Capital Management, exiting entirely with an estimated $52.7M sold.

  • 408 institutional investors held Canopy Growth (CGC) as of Q2 2019, up from 405 in Q1 2019.
  • Funds reported $1.3B of Canopy Growth stock for Q2 2019, up 3.2% quarter-over-quarter.
  • 69 funds opened new Canopy Growth positions in Q2 2019 and 58 closed out, a net change of +11 holders.
  • The largest Canopy Growth buyer in Q2 2019 was ETF Managers Group, an estimated $90.4M added.
  • The largest Canopy Growth seller in Q2 2019 was AQR Capital Management, an estimated $52.7M sold.

Based on aggregated 13F filings for Q2 2019.