We are live on ! Find out more
HLLY icon

Holley
HLLY

91 hedge funds and large institutions have $173M invested in Holley in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $109M → $173M (+$64.4M)

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

2.22% more ownership

Funds ownership: 33.65% → 35.87% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less funds holding

Funds holding: 99 → 91 (-8)

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

66% less call options, than puts

Call options by funds: $117K | Put options by funds: $345K

Holders
91
Holders Change
-8
Holders Change %
-8.08%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
34
Reduced
27
Closed
18
Calls
$117K
Puts
$345K
Net Calls
-$228K
Net Calls Change
-$277K

Top Buyers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
+$7.45M
2
BlackRock
BlackRock
New York
+$1.21M
3
Victory Capital Management
Victory Capital Management
Texas
+$951K
4
N
Nuveen
North Carolina
+$620K
5
AR
Advisory Research
Illinois
+$616K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.33M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$675K
3
AQR Capital Management
AQR Capital Management
Connecticut
-$419K
4
Swiss National Bank
Swiss National Bank
Switzerland
-$280K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$641K +$14K +4,708 +3%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$405K +$8.73K +2,929 +3%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$315K +$40.4K +13,549 +21%
US Bancorp
29
US Bancorp
Minnesota
$312K -$10.2K -3,437 -4%
Goldman Sachs
30
Goldman Sachs
New York
$289K +$15.3K +5,143 +8%
M&T Bank
31
M&T Bank
New York
$247K -$16K -5,377 -8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$227K +$39.1K +13,132 +31%
JCG
33
John C. Goff
$217K – – –
UBS AM
34
UBS AM
Illinois
$210K – – –
PWG
35
Portside Wealth Group
Utah
$171K +$124K +41,688 New
JP Morgan Chase
36
JP Morgan Chase
New York
$167K -$70.6K -23,682 -37%
Ameriprise
37
Ameriprise
Minnesota
$162K +$2.43K +815 +2%
PWPS
38
Pinnacle Wealth Planning Services
Ohio
$157K – – –
BTWM
39
Baker Tilly Wealth Management
Wisconsin
$149K -$9.01K -3,022 -8%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$148K +$108K +36,279 New
UBS Group
41
UBS Group
Switzerland
$130K +$4.63K +1,555 +5%
Deutsche Bank
42
Deutsche Bank
Germany
$124K -$27.6K -9,258 -23%
MIM
43
MetLife Investment Management
New Jersey
$123K – – –
YIH
44
Y-Intercept (HK)
Hong Kong
$108K +$78.4K +26,306 New
VAS
45
Vestmark Advisory Solutions
Massachusetts
$104K +$152 +51 +0.2%
AIG
46
American International Group
New York
$104K +$1.78K +596 +2%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.4K +$3.2K +1,074 +5%
AWAU
48
Alliance Wealth Advisors (Utah)
Utah
$94.6K -$2.46K -827 -3%
Millennium Management
49
Millennium Management
New York
$92.4K +$15.7K +5,270 +30%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$89.3K +$2.26K +757 +4%
1
2
3 4 5

HLLY Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Holley (HLLY) for Q2 2023, worth a combined $173M — up 59% from $109M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HLLY and 10 opened new positions — a net loss of 8 holders — while 27 trimmed existing stakes and 34 added.

The largest buyer was BAMCO Inc, adding an estimated $7.45M. The largest seller was Citadel Advisors, cutting an estimated $1.33M.

  • 91 institutional investors held Holley (HLLY) as of Q2 2023, down from 99 in Q1 2023.
  • Funds reported $173M of Holley stock for Q2 2023, up 59% quarter-over-quarter.
  • 10 funds opened new Holley positions in Q2 2023 and 18 closed out, a net change of -8 holders.
  • The largest Holley buyer in Q2 2023 was BAMCO Inc, an estimated $7.45M added.
  • The largest Holley seller in Q2 2023 was Citadel Advisors, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2023.