KWR icon

Quaker Houghton
KWR

Overview Fund Activity

227 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, 73 increasing their positions, 83 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+3
Holders Change %
+1.34%
% 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
73
Reduced
83
Closed
18
Calls
$4.18M
Puts
$6.16M
Net Calls
-$1.98M
Net Calls Change
+$5.62M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$107M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$40.9M
3
Millennium Management
3
Millennium Management
New York
$5.14M
4
BlackRock
4
BlackRock
New York
$437M
5
CCM
5
Copeland Capital Management
Pennsylvania
$51.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$243M
2
RIM
2
Ranger Investment Management
Texas
$13.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.67M
4
DCP
4
Durable Capital Partners
Maryland
$246M
5
EAM
5
Eagle Asset Management
Florida
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
201
Arax Advisory Partners
Colorado
$4.79K +$399 +2 +9%
CWP
202
Concord Wealth Partners
Virginia
$4.16K – – –
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$3.76K +$990 +5 +36%
PA
204
Parallel Advisors
California
$3.56K – – –
AF
205
Allworth Financial
California
$2.97K +$2.18K +11 +275%
VCM
206
Versant Capital Management
Arizona
$2.32K -$1.16K -6 -33%
JWA
207
JFS Wealth Advisors
Pennsylvania
$2.18K – – –
SC
208
Schubert & Co
Texas
$2.18K +$792 +4 +57%
AWM
209
AllSquare Wealth Management
New York
$1.98K – – –
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$1.98K – – –
MIA
211
Milestone Investment Advisors
Wisconsin
$1.98K +$1.98K +10 New
TWC
212
TD Waterhouse Canada
Ontario, Canada
$1.93K +$1.93K +10 New
IFAM
213
Institutional & Family Asset Management
Colorado
$1.78K – – –
IAIM
214
International Assets Investment Management
Florida
$1.78K +$1.78K +9 New
PWMG
215
Prestige Wealth Management Group
New Jersey
$1.58K -$2.77K -14 -64%
CAL
216
Capital Advisors Ltd
Ohio
$1K -$73.8K -295 -99%
BTI
217
Blue Trust Inc
Georgia
$1K -$250 -1 -20%
BIA
218
Bell Investment Advisors
California
$990 -$792 -4 -44%
SIC
219
SJS Investment Consulting
Ohio
$990 +$198 +1 +25%
HCP
220
Hexagon Capital Partners
Arkansas
$792 – – –
DI
221
Disciplined Investments
Oklahoma
$792 +$396 +2 +100%
AF
222
Advisornet Financial
Minnesota
$792 +$396 +2 +100%
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$703 -$2 -9 -0.3%
BAAM
224
Baker Avenue Asset Management
California
$396 – – –
AWM
225
Ameliora Wealth Management
Switzerland
$396 +$396 +200 New
6 7 8
9
10