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Quaker Houghton

225 hedge funds and large institutions have $2.38B invested in Quaker Houghton in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $2.11B → $2.38B (+$271M)

5% more funds holding

Funds holding: 215225 (+10)

3% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 74

0.92% less ownership

Funds ownership: 81.49%80.57% (-0.92%)

68% less call options, than puts

Call options by funds: $3.62M | Put options by funds: $11.2M

Holders
225
Holders Change
+10
Holders Change %
+4.65%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
76
Reduced
74
Closed
19
Calls
$3.62M
Puts
$11.2M
Net Calls
-$7.59M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
201
Prestige Wealth Management Group
New Jersey
$3.67K +$2.35K +14 +175%
CWP
202
Concord Wealth Partners
Virginia
$3.5K +$3.53K +21 New
FA
203
Fiduciary Alliance
South Carolina
$3.34K +$3.36K +20 New
VCM
204
Versant Capital Management
Arizona
$3K -$1.01K -6 -25%
PA
205
Parallel Advisors
California
$3K -$505 -3 -14%
BFEC
206
Benjamin F. Edwards & Company
Missouri
$3K
EWA
207
EverSource Wealth Advisors
Alabama
$2.5K
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$2K -$673 -4 -22%
JWA
209
JFS Wealth Advisors
Pennsylvania
$1.84K -$505 -3 -21%
AWM
210
AllSquare Wealth Management
New York
$1.67K
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.67K +$168 +1 +11%
BIA
212
Bell Investment Advisors
California
$1.5K -$673 -4 -31%
IFAM
213
Institutional & Family Asset Management
Colorado
$1.5K
SC
214
Schubert & Co
Texas
$1.17K -$505 -3 -30%
BTI
215
Blue Trust Inc
Georgia
$1K +$336 +2 +67%
CAL
216
Capital Advisors Ltd
Ohio
$1K +$49.6K +295 +7,375%
HCP
217
Hexagon Capital Partners
Arkansas
$668 +$336 +2 +100%
AF
218
Allworth Financial
California
$668 +$505 +3 +300%
SIC
219
SJS Investment Consulting
Ohio
$668 +$505 +3 +300%
DI
220
Disciplined Investments
Oklahoma
$334 -$168 -1 -33%
AF
221
Advisornet Financial
Minnesota
$334 +$336 +2 New
BAAM
222
Baker Avenue Asset Management
California
$334 +$336 +2 New
ECM
223
Everence Capital Management
Indiana
$237
CIP
224
Chartwell Investment Partners
Pennsylvania
-$1.1M -7,596 Closed
Holocene Advisors
225
Holocene Advisors
New York
-$767K -5,309 Closed