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212 hedge funds and large institutions have $1.62B invested in iQIYI in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 87 increasing their positions, 34 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 34

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

25% more capital invested

Capital invested by funds: $1.3B → $1.62B (+$324M)

16% more funds holding

Funds holding: 182212 (+30)

0.9% more ownership

Funds ownership: 1.9%2.8% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

15% less call options, than puts

Call options by funds: $210M | Put options by funds: $247M

Holders
212
Holders Change
+30
Holders Change %
+16.48%
% of All Funds
4.85%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
87
Reduced
34
Closed
38
Calls
$210M
Puts
$247M
Net Calls
-$36.9M
Net Calls Change
+$200M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$91K -$110K -3,685 -52%
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$76K +$83.4K +2,800 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$73K -$16.5K -555 -17%
GRP
154
Global Retirement Partners
California
$73K
SWM
155
SeaCrest Wealth Management
New York
$69K -$116K -3,900 -60%
HCM
156
Hilton Capital Management
New York
$68K
ASN
157
Advisory Services Network
Georgia
$63K +$32.8K +1,100 +91%
Daiwa Securities Group
158
Daiwa Securities Group
Japan
$62K +$68.5K +2,300 New
CAM
159
CenterStar Asset Management
Illinois
$54K
AIM
160
Advantage Investment Management
Iowa
$50K +$39.6K +1,330 +256%
TRCT
161
Tower Research Capital (TRC)
New York
$50K +$52.5K +1,763 +1,763%
FHA
162
Flagship Harbor Advisors
Massachusetts
$45K +$1.49K +50 +3%
JA
163
JOYN Advisors
Georgia
$43K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$33K +$21.8K +732 +146%
AA
165
Ancora Advisors
Ohio
$29K +$32K +1,075 New
SF
166
Synovus Financial
Georgia
$28K +$15.5K +520 +104%
US Bancorp
167
US Bancorp
Minnesota
$27K -$14.9K -500 -33%
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$27K
PG
169
Patten Group
Tennessee
$23K +$23.7K +795 +1,445%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$20K +$22.3K +750 New
PA
171
Parallel Advisors
California
$19K +$20.8K +697 New
IFAM
172
Institutional & Family Asset Management
Colorado
$18K
MFW
173
Mosaic Family Wealth
Missouri
$18K
BFEC
174
Benjamin F. Edwards & Company
Missouri
$16K -$1.49K -50 -8%
RFA
175
Reilly Financial Advisors
California
$16K

IQ Hedge Fund Activity: Q3 2018 in Review

212 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iQIYI (IQ) for Q3 2018, worth a combined $1.62B — up 25% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IQ positions and 38 closed out — a net gain of 31 holders — while 87 added to existing stakes and 34 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $164M. The largest seller was Susquehanna International Group, cutting an estimated $62.4M.

  • 212 institutional investors held iQIYI (IQ) as of Q3 2018, up from 182 in Q2 2018.
  • Funds reported $1.62B of iQIYI stock for Q3 2018, up 25% quarter-over-quarter.
  • 69 funds opened new iQIYI positions in Q3 2018 and 38 closed out, a net change of +31 holders.
  • The largest iQIYI buyer in Q3 2018 was Schroder Investment Management Group, an estimated $164M added.
  • The largest iQIYI seller in Q3 2018 was Susquehanna International Group, an estimated $62.4M sold.

Based on aggregated 13F filings for Q3 2018.