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Quaker Houghton

257 hedge funds and large institutions have $2.23B invested in Quaker Houghton in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

33% more call options, than puts

Call options by funds: $4.66M | Put options by funds: $3.5M

19% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 79

5% more funds holding

Funds holding: 245257 (+12)

0.92% less ownership

Funds ownership: 78.25%77.34% (-0.92%)

19% less capital invested

Capital invested by funds: $2.74B → $2.23B (-$510M)

Holders
257
Holders Change
+12
Holders Change %
+4.9%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
94
Reduced
79
Closed
24
Calls
$4.66M
Puts
$3.5M
Net Calls
+$1.15M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$48K
HPC
202
HM Payson & Co
Maine
$45.1K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$44K -$4.11K -23 -8%
TH
204
TCTC Holdings
Texas
$41.1K
NA
205
NewEdge Advisors
Louisiana
$38.4K -$1.61K -9 -4%
QCG
206
Quadrant Capital Group
Ohio
$38.2K -$14.3K -80 -25%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$38.2K +$1.07K +6 +3%
FHA
208
First Horizon Advisors
Tennessee
$37.8K
SO
209
STRS Ohio
Ohio
$32K
Lazard Asset Management
210
Lazard Asset Management
New York
$31K +$35.3K +198 New
SOW
211
State of Wyoming
Wyoming
$29.6K -$52.3K -293 -61%
DIP
212
DT Investment Partners
Pennsylvania
$24K
CFGS
213
Concourse Financial Group Securities
Alabama
$22.7K -$3.21K -18 -11%
HNB
214
Huntington National Bank
Ohio
$19K +$536 +3 +3%
Ohio Public Employees Retirement System (OPERS)
215
Ohio Public Employees Retirement System (OPERS)
Ohio
$19K +$1.07K +6 +5%
CTC
216
Central Trust Company
Missouri
$18.6K
ST
217
Smithfield Trust
Pennsylvania
$17K
WOSD
218
WFA of San Diego
California
$16.6K
CA
219
Centerpoint Advisors
Massachusetts
$13K
LF
220
Lee Financial
Texas
$11.8K
RCM
221
Raleigh Capital Management
North Carolina
$11.7K +$2.5K +14 +24%
SPIA
222
Steward Partners Investment Advisory
New York
$8.8K
WBC
223
West Branch Capital
Massachusetts
$7.04K
Mitsubishi UFJ Asset Management
224
Mitsubishi UFJ Asset Management
Japan
$6.56K +$7.32K +41 New
AWM
225
Avior Wealth Management
Nebraska
$6.4K