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Traeger

87 hedge funds and large institutions have $222M invested in Traeger in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $876K | Put options by funds: $299K

47% more capital invested

Capital invested by funds: $151M → $222M (+$71.4M)

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

0.01% more ownership

Funds ownership: 0.87%0.88% (+0.01%)

8% less funds holding

Funds holding: 9587 (-8)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
87
Holders Change
-8
Holders Change %
-8.42%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
23
Closed
17
Calls
$876K
Puts
$299K
Net Calls
+$577K
Net Calls Change
+$482K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$5.7K -$537 -3 -10%
IA
77
IFP Advisors
Florida
$5.35K
TWA
78
TCI Wealth Advisors
Arizona
$5.15K +$4.47K +25 New
PWMG
79
Prestige Wealth Management Group
New Jersey
$4.91K +$716 +4 +20%
DF
80
DecisionPoint Financial
Arizona
$4.87K +$1.97K +11 +85%
CT
81
Colonial Trust
South Carolina
$2.25K
CWP
82
Concord Wealth Partners
Virginia
$1.84K
AFG
83
Albion Financial Group
Utah
$884 -$1.43K -8 -67%
BWL
84
Bogart Wealth LLC
Virginia
$612
IGWM
85
ICA Group Wealth Management
Colorado
$411
HI
86
Harbour Investments
Wisconsin
$206
SPIA
87
Steward Partners Investment Advisory
New York
$181
EI
88
Ellevest Inc
New York
$127 +$179 +1 New
HCM
89
Hollencrest Capital Management
California
$33
ICM
90
Islay Capital Management
Texas
$21
SI
91
Stephens Inc
Arkansas
$4
Tudor Investment Corp
92
Tudor Investment Corp
Connecticut
-$544K -3,857 Closed
GCP
93
GSA Capital Partners
United Kingdom
-$361K -2,560 Closed
Millennium Management
94
Millennium Management
New York
-$275K -1,948 Closed
E
95
Ergoteles
New York
-$195K -1,380 Closed
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
-$102K -720 Closed
TSS
97
Two Sigma Securities
New York
-$92.6K -657 Closed
Renaissance Technologies
98
Renaissance Technologies
New York
-$58K -412 Closed
AGM
99
Alpine Global Management
New York
-$53K -374 Closed
Wolverine Trading
100
Wolverine Trading
Illinois
-$49K -345 Closed

COOK Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Traeger (COOK) for Q1 2023, worth a combined $222M — up 47% from $151M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of COOK and 10 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 32 added.

The largest buyer was Stephens Investment Management Group, opening a new position worth an estimated $4.83M. The largest seller was Citadel Advisors, cutting an estimated $1.38M.

  • 87 institutional investors held Traeger (COOK) as of Q1 2023, down from 95 in Q4 2022.
  • Funds reported $222M of Traeger stock for Q1 2023, up 47% quarter-over-quarter.
  • 10 funds opened new Traeger positions in Q1 2023 and 17 closed out, a net change of -7 holders.
  • The largest Traeger buyer in Q1 2023 was Stephens Investment Management Group, an estimated $4.83M added.
  • The largest Traeger seller in Q1 2023 was Citadel Advisors, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2023.