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Traeger

92 hedge funds and large institutions have $135M invested in Traeger in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

511% more call options, than puts

Call options by funds: $513K | Put options by funds: $84K

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

21% more funds holding

Funds holding: 7692 (+16)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

0.05% less ownership

Funds ownership: 0.85%0.79% (-0.05%)

39% less capital invested

Capital invested by funds: $223M → $135M (-$87.9M)

Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
25
Reduced
22
Closed
8
Calls
$513K
Puts
$84K
Net Calls
+$429K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
1
Ontario Teachers' Pension Plan Board
Ontario, Canada
$67.4M
Capital World Investors
2
Capital World Investors
California
$16.9M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$10.8M -$17.6M -83,133 -51%
BlackRock
4
BlackRock
New York
$7.52M -$271K -1,278 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.33M +$295K +1,392 +3%
N
6
Nuveen
North Carolina
$5.11M +$54.5K +257 +0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.74M +$364K +1,718 +9%
State Street
8
State Street
Massachusetts
$1.99M +$636 +3 +0%
Charles Schwab
9
Charles Schwab
California
$1.2M +$227K +1,072 +14%
SO
10
STRS Ohio
Ohio
$1.09M
Northern Trust
11
Northern Trust
Illinois
$1.04M +$133K +627 +9%
FG
12
Formula Growth
Quebec, Canada
$1.03M +$663K +3,127 +71%
GCM
13
Glendon Capital Management
California
$983K +$1.53M +7,200 New
Millennium Management
14
Millennium Management
New York
$638K +$991K +4,672 New
Bank of America
15
Bank of America
North Carolina
$545K -$1.19M -5,631 -59%
Man Group
16
Man Group
United Kingdom
$429K
CSS
17
Cubist Systematic Strategies
Connecticut
$373K +$579K +2,731 New
Swiss National Bank
18
Swiss National Bank
Switzerland
$372K +$72.5K +342 +14%
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$372K -$990K -4,670 -63%
CWMU
20
Caliber Wealth Management (Utah)
Utah
$360K -$71.9K -339 -11%
SI
21
Saxon Interests
Texas
$360K +$560K +2,639 New
Ensign Peak Advisors
22
Ensign Peak Advisors
Utah
$352K -$34.1K -161 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$332K +$24.4K +115 +5%
PAM
24
Panagora Asset Management
Massachusetts
$326K +$506K +2,388 New
Goldman Sachs
25
Goldman Sachs
New York
$320K +$182K +857 +58%

COOK Hedge Fund Activity: Q3 2023 in Review

92 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Traeger (COOK) for Q3 2023, worth a combined $135M — down 39% from $223M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new COOK positions and 8 closed out — a net gain of 17 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Glendon Capital Management, opening a new position worth an estimated $1.53M. The largest seller was Fidelity Investments, cutting an estimated $17.6M.

  • 92 institutional investors held Traeger (COOK) as of Q3 2023, up from 76 in Q2 2023.
  • Funds reported $135M of Traeger stock for Q3 2023, down 39% quarter-over-quarter.
  • 25 funds opened new Traeger positions in Q3 2023 and 8 closed out, a net change of +17 holders.
  • The largest Traeger buyer in Q3 2023 was Glendon Capital Management, an estimated $1.53M added.
  • The largest Traeger seller in Q3 2023 was Fidelity Investments, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2023.