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501 hedge funds and large institutions have $9.79B invested in Nasdaq in 2017 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 182 increasing their positions, 161 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 32

13% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 161

11% more funds holding

Funds holding: 453501 (+48)

2.71% more ownership

Funds ownership: 227.3%230.01% (+2.7%)

0% less capital invested

Capital invested by funds: $9.8B → $9.79B (-$12.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $61.2M

Holders
501
Holders Change
+48
Holders Change %
+10.6%
% of All Funds
11.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
82
Increased
182
Reduced
161
Closed
32
Calls
$29.4M
Puts
$61.2M
Net Calls
-$31.8M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DSI
301
Daiwa SB Investments
Japan
$616K -$22.7K -900 -4%
GIA
302
Gateway Investment Advisers
Ohio
$598K -$43.3K -1,716 -7%
PI
303
Pettee Investors
Connecticut
$598K +$10.1K +399 +2%
PTC
304
Private Trust Company
Ohio
$584K -$30.1K -1,191 -5%
SIM
305
Sentry Investment Management
Wisconsin
$576K
FA
306
FDx Advisors
Illinois
$573K -$18.7K -741 -3%
KRS
307
Kentucky Retirement Systems
Kentucky
$551K +$13.4K +531 +3%
OAM
308
Oppenheimer Asset Management
New York
$540K
LSERS
309
Louisiana State Employees Retirement System
Louisiana
$538K -$22.7K -900 -4%
ERSOT
310
Employees Retirement System of Texas
Texas
$538K
W
311
Wealthfront
California
$538K +$11.3K +447 +2%
RCM
312
Riverhead Capital Management
Delaware
$537K +$10.4K +411 +2%
Wolverine Trading
313
Wolverine Trading
Illinois
$529K +$521K +20,652 New
PCA
314
Peddock Capital Advisors
Massachusetts
$525K -$15.4K -612 -3%
ClearBridge Investments
315
ClearBridge Investments
New York
$521K -$325M -12,862,230 -100%
SAM
316
Shell Asset Management
Netherlands
$518K +$74.2K +2,940 +17%
Parallax Volatility Advisers
317
Parallax Volatility Advisers
California
$518K +$511K +20,235 New
GVT
318
Genesee Valley Trust
New York
$514K -$31.8K -1,260 -6%
ZCM
319
Zebra Capital Management
Connecticut
$506K +$499K +19,773 New
NA
320
Neuburgh Advisers
California
$487K +$28.3K +1,122 +6%
VIA
321
Vident Investment Advisory
Georgia
$486K -$64.9K -2,571 -12%
VRS
322
Virginia Retirement Systems
Virginia
$484K
Public Sector Pension Investment Board (PSP Investments)
323
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$481K
BAM
324
Boyar Asset Management
New York
$476K +$36K +1,425 +8%
SMG
325
Spectrum Management Group
Indiana
$471K +$9.84K +390 +2%

NDAQ Hedge Fund Activity: Q4 2017 in Review

501 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2017, worth a combined $9.79B — down 0.12% from $9.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new NDAQ positions and 32 closed out — a net gain of 50 holders — while 182 added to existing stakes and 161 trimmed.

The largest buyer was Capital International Investors, adding an estimated $175M. The largest seller was ClearBridge Investments, cutting an estimated $325M.

  • 501 institutional investors held Nasdaq (NDAQ) as of Q4 2017, up from 453 in Q3 2017.
  • Funds reported $9.79B of Nasdaq stock for Q4 2017, down 0.12% quarter-over-quarter.
  • 82 funds opened new Nasdaq positions in Q4 2017 and 32 closed out, a net change of +50 holders.
  • The largest Nasdaq buyer in Q4 2017 was Capital International Investors, an estimated $175M added.
  • The largest Nasdaq seller in Q4 2017 was ClearBridge Investments, an estimated $325M sold.

Based on aggregated 13F filings for Q4 2017.