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Traeger

76 hedge funds and large institutions have $223M invested in Traeger in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $555K | Put options by funds: $129K

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

0% more capital invested

Capital invested by funds: $222M → $223M (+$757K)

0.03% less ownership

Funds ownership: 0.88%0.85% (-0.03%)

13% less funds holding

Funds holding: 8776 (-11)

61% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 18

Holders
76
Holders Change
-11
Holders Change %
-12.64%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
14
Closed
18
Calls
$555K
Puts
$129K
Net Calls
+$426K
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
1
Ontario Teachers' Pension Plan Board
Ontario, Canada
$105M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.5M -$44.5K -246 -0.2%
Capital World Investors
3
Capital World Investors
California
$26.3M
BlackRock
4
BlackRock
New York
$12M +$616K +3,410 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1M +$467K +2,584 +5%
N
6
Nuveen
North Carolina
$7.9M -$255K -1,413 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.9M +$123K +679 +4%
State Street
8
State Street
Massachusetts
$3.1M +$157K +869 +6%
Bank of America
9
Bank of America
North Carolina
$2.04M +$369K +2,043 +27%
SO
10
STRS Ohio
Ohio
$1.7M
Charles Schwab
11
Charles Schwab
California
$1.64M +$31.1K +172 +2%
State of Wisconsin Investment Board
12
State of Wisconsin Investment Board
Wisconsin
$1.57M +$55.3K +306 +4%
Northern Trust
13
Northern Trust
Illinois
$1.48M +$18.3K +101 +1%
FG
14
Formula Growth
Quebec, Canada
$932K -$844K -4,672 -52%
CWMU
15
Caliber Wealth Management (Utah)
Utah
$633K +$117K +648 +28%
Ensign Peak Advisors
16
Ensign Peak Advisors
Utah
$582K
Swiss National Bank
17
Swiss National Bank
Switzerland
$506K
Bank of New York Mellon
18
Bank of New York Mellon
New York
$492K +$2.35K +13 +0.6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$446K +$54.9K +304 +17%
MGIA
20
Moneta Group Investment Advisors
Missouri
$419K
VVP
21
Venture Visionary Partners
Ohio
$413K +$9.76K +54 +3%
Invesco
22
Invesco
Georgia
$398K -$4.52K -25 -1%
William Blair & Company
23
William Blair & Company
Illinois
$375K -$22.2K -123 -7%
Morgan Stanley
24
Morgan Stanley
New York
$355K -$29.5K -163 -9%
UBS AM
25
UBS AM
Illinois
$324K

COOK Hedge Fund Activity: Q2 2023 in Review

76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Traeger (COOK) for Q2 2023, worth a combined $223M — up 0.34% from $222M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of COOK and 7 opened new positions — a net loss of 11 holders — while 14 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $616K. The largest seller was Stephens Investment Management Group, exiting entirely with an estimated $5.54M sold.

  • 76 institutional investors held Traeger (COOK) as of Q2 2023, down from 87 in Q1 2023.
  • Funds reported $223M of Traeger stock for Q2 2023, up 0.34% quarter-over-quarter.
  • 7 funds opened new Traeger positions in Q2 2023 and 18 closed out, a net change of -11 holders.
  • The largest Traeger buyer in Q2 2023 was BlackRock, an estimated $616K added.
  • The largest Traeger seller in Q2 2023 was Stephens Investment Management Group, an estimated $5.54M sold.

Based on aggregated 13F filings for Q2 2023.