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Quaker Houghton

228 hedge funds and large institutions have $2.85B invested in Quaker Houghton in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 83 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

20% more capital invested

Capital invested by funds: $2.38B → $2.85B (+$467M)

1% more funds holding

Funds holding: 225228 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 80.57%80.09% (-0.48%)

11% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 83

32% less call options, than puts

Call options by funds: $4.18M | Put options by funds: $6.16M

Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
74
Reduced
83
Closed
18
Calls
$4.18M
Puts
$6.16M
Net Calls
-$1.98M
Net Calls Change
+$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
201
Cary Street Partners Investment Advisory
Virginia
$5.34K
AAP
202
Arax Advisory Partners
Colorado
$4.79K +$383 +2 +9%
CWP
203
Concord Wealth Partners
Virginia
$4.16K
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$3.76K +$956 +5 +36%
PA
205
Parallel Advisors
California
$3.56K
AF
206
Allworth Financial
California
$2.97K +$2.1K +11 +275%
VCM
207
Versant Capital Management
Arizona
$2.32K -$1.15K -6 -33%
JWA
208
JFS Wealth Advisors
Pennsylvania
$2.18K
SC
209
Schubert & Co
Texas
$2.18K +$765 +4 +57%
AWM
210
AllSquare Wealth Management
New York
$1.98K
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.98K
MIA
212
Milestone Investment Advisors
Wisconsin
$1.98K +$1.91K +10 New
TWC
213
TD Waterhouse Canada
Ontario, Canada
$1.93K +$1.91K +10 New
IFAM
214
Institutional & Family Asset Management
Colorado
$1.78K
IAIM
215
International Assets Investment Management
Florida
$1.78K +$1.72K +9 New
PWMG
216
Prestige Wealth Management Group
New Jersey
$1.58K -$2.68K -14 -64%
CAL
217
Capital Advisors Ltd
Ohio
$1K -$56.4K -295 -99%
BTI
218
Blue Trust Inc
Georgia
$1K -$191 -1 -20%
BIA
219
Bell Investment Advisors
California
$990 -$765 -4 -44%
SIC
220
SJS Investment Consulting
Ohio
$990 +$191 +1 +25%
HCP
221
Hexagon Capital Partners
Arkansas
$792
AF
222
Advisornet Financial
Minnesota
$792 +$383 +2 +100%
DI
223
Disciplined Investments
Oklahoma
$792 +$383 +2 +100%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$703 -$1.72K -9 -0.3%
BAAM
225
Baker Avenue Asset Management
California
$396