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Quaker Houghton

225 hedge funds and large institutions have $3.31B invested in Quaker Houghton in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $4.15M | Put options by funds: $1.38M

0% more funds holding

Funds holding: 225225 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0.6% less ownership

Funds ownership: 78.71%78.11% (-0.6%)

3% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 73

3% less capital invested

Capital invested by funds: $3.42B → $3.31B (-$112M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
225
Holders Change
Holders Change %
0%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
71
Reduced
73
Closed
23
Calls
$4.15M
Puts
$1.38M
Net Calls
+$2.77M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$10K +$718 +3 +8%
WBC
202
West Branch Capital
Massachusetts
$10K +$10.5K +44 New
BCWM
203
Bartlett & Co Wealth Management
Ohio
$6.17K
BC
204
Bartlett & Co
Ohio
$6K
FRA
205
Front Row Advisors
California
$6K
AAP
206
Arax Advisory Partners
Colorado
$6K +$5.98K +25 New
BFEC
207
Benjamin F. Edwards & Company
Missouri
$5K
CWP
208
Concord Wealth Partners
Virginia
$5K
GAM
209
Gemmer Asset Management
California
$5K
AA
210
Ancora Advisors
Ohio
$5K +$5.5K +23 New
CFB
211
Cullen/Frost Bankers
Texas
$4K
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$3.11K -$67K -280 -2%
FHA
213
First Horizon Advisors
Tennessee
$3K
IFAM
214
Institutional & Family Asset Management
Colorado
$3K
TWA
215
TCI Wealth Advisors
Arizona
$3K +$957 +4 +40%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$3K +$3.11K +13 New
AIG
217
American International Group
New York
$2.07K -$26.3K -110 -1%
AWM
218
AllSquare Wealth Management
New York
$2K
CFA
219
Carroll Financial Associates
North Carolina
$2K
S
220
SignatureFD
Georgia
$2K
TFO
221
Tarbox Family Office
California
$2K
TFS
222
TrustCore Financial Services
Tennessee
$2K +$1.67K +7 New
PWMG
223
Prestige Wealth Management Group
New Jersey
$1K
PA
224
Parallel Advisors
California
$1K +$957 +4 New
BBHC
225
Brown Brothers Harriman & Co
New York
$28