We are live on ! Find out more
KWR icon

Quaker Houghton

236 hedge funds and large institutions have $3.22B invested in Quaker Houghton in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

7% more funds holding

Funds holding: 220236 (+16)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

0.36% less ownership

Funds ownership: 78.5%78.14% (-0.36%)

3% less capital invested

Capital invested by funds: $3.33B → $3.22B (-$107M)

88% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $21.6M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
3.63%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
78
Reduced
72
Closed
12
Calls
$2.61M
Puts
$21.6M
Net Calls
-$19M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
201
Baillie Gifford & Co
United Kingdom
$20K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$19K +$20.1K +83 New
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$18K
LF
204
Lee Financial
Texas
$17K
EWA
205
EverSource Wealth Advisors
Alabama
$16K +$16.5K +68 New
SPIA
206
Steward Partners Investment Advisory
New York
$13K
STCOSD
207
Sageworth Trust Company of South Dakota
South Dakota
$11K +$11.4K +47 New
WBC
208
West Branch Capital
Massachusetts
$10K
PHK
209
Point72 Hong Kong
Hong Kong
$9K -$77K -318 -90%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$9K
C
211
Covestor
United Kingdom
$9K +$9.2K +38 New
AAP
212
Arax Advisory Partners
Colorado
$7K +$968 +4 +16%
FAG
213
Fortitude Advisory Group
Washington
$7K +$7.51K +31 New
FRA
214
Front Row Advisors
California
$6K -$242 -1 -4%
AA
215
Ancora Advisors
Ohio
$5K
CWP
216
Concord Wealth Partners
Virginia
$5K
GAM
217
Gemmer Asset Management
California
$5K
VCM
218
Vigilant Capital Management
Maine
$5K
TWA
219
TCI Wealth Advisors
Arizona
$5K +$968 +4 +22%
ST
220
Sageworth Trust
Pennsylvania
$4K -$13.1K -54 -77%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$4K
DWA
222
Delos Wealth Advisors
Texas
$4K +$4.36K +18 New
CFB
223
Cullen/Frost Bankers
Texas
$3K
S
224
SignatureFD
Georgia
$2K -$242 -1 -10%
AWM
225
AllSquare Wealth Management
New York
$2K