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Traeger

91 hedge funds and large institutions have $201M invested in Traeger in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

4% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.92M

0.04% more ownership

Funds ownership: 1.16%1.21% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 10191 (-10)

31% less capital invested

Capital invested by funds: $292M → $201M (-$91.3M)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
34
Reduced
25
Closed
20
Calls
$1.99M
Puts
$1.92M
Net Calls
+$75K
Net Calls Change
-$848K
Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
1
Ontario Teachers' Pension Plan Board
Ontario, Canada
$69.6M
TCM
2
Trilantic Capital Management
New York
$50.7M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$22.6M +$6.49M +38,455 +32%
Capital World Investors
4
Capital World Investors
California
$14.7M +$14.8M +87,854 +528%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.63M +$1.68M +9,968 +19%
BlackRock
6
BlackRock
New York
$7.65M +$1.72M +10,203 +23%
N
7
Nuveen
North Carolina
$5.48M -$42.7K -253 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.26M +$1.04M +6,180 +63%
State Street
9
State Street
Massachusetts
$1.6M +$268K +1,585 +16%
SC
10
Sculptor Capital
New York
$1.38M
SO
11
STRS Ohio
Ohio
$1.13M
Millennium Management
12
Millennium Management
New York
$1.11M -$4.61M -27,303 -78%
Charles Schwab
13
Charles Schwab
California
$948K +$551K +3,265 +94%
WCA
14
Waratah Capital Advisors
Ontario, Canada
$926K -$3.24M -19,161 -74%
Northern Trust
15
Northern Trust
Illinois
$926K +$160K +945 +17%
VVP
16
Venture Visionary Partners
Ohio
$922K -$60.8K -360 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$886K -$888K -5,258 -46%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$813K -$907K -5,371 -48%
Tudor Investment Corp
19
Tudor Investment Corp
Connecticut
$744K -$72.8K -431 -8%
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$726K -$9.8K -58 -1%
FG
21
Formula Growth
Quebec, Canada
$547K +$91.2K +540 +16%
CWMU
22
Caliber Wealth Management (Utah)
Utah
$450K +$124K +733 +30%
SSA
23
Schonfeld Strategic Advisors
New York
$431K +$230K +1,364 +81%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$386K -$11.8K -70 -2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$353K

COOK Hedge Fund Activity: Q3 2022 in Review

91 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Traeger (COOK) for Q3 2022, worth a combined $201M — down 31% from $292M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of COOK and 11 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 34 added.

The largest buyer was Capital World Investors, adding an estimated $14.8M. The largest seller was Millennium Management, cutting an estimated $4.61M.

  • 91 institutional investors held Traeger (COOK) as of Q3 2022, down from 101 in Q2 2022.
  • Funds reported $201M of Traeger stock for Q3 2022, down 31% quarter-over-quarter.
  • 11 funds opened new Traeger positions in Q3 2022 and 20 closed out, a net change of -9 holders.
  • The largest Traeger buyer in Q3 2022 was Capital World Investors, an estimated $14.8M added.
  • The largest Traeger seller in Q3 2022 was Millennium Management, an estimated $4.61M sold.

Based on aggregated 13F filings for Q3 2022.