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Nasdaq

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
TC
451
Trust Company
Kansas
$14K
STA
452
Summit Trail Advisors
New York
$14K +$13.6K +537 New
SPIA
453
Steward Partners Investment Advisory
New York
$13K
WAP
454
Wealthcare Advisory Partners
Pennsylvania
$13K +$1.06K +42 +9%
PHK
455
Point72 Hong Kong
Hong Kong
$12K -$7.49K -297 -39%
BC
456
Bartlett & Co
Ohio
$12K
BBA
457
Braun-Bostich & Associates
Pennsylvania
$11K +$11.1K +441 New
GI
458
Gradient Investments
Minnesota
$10K +$10.2K +405 New
VCM
459
Versant Capital Management
Arizona
$9K -$303 -12 -3%
KA
460
Kaizen Advisory
Illinois
$9K +$8.48K +336 New
WEC
461
Winslow Evans & Crocker
Massachusetts
$8.38K
RPC
462
Rossmore Private Capital
Connecticut
$8.22K +$8.1K +321 New
CCM
463
Covington Capital Management
California
$8K
MPPLM
464
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K +$8.33K +330 New
CG
465
Cutler Group
California
$7K -$207K -8,223 -96%
CHC
466
City Holding Co
West Virginia
$6K -$3.18K -126 -34%
CAL
467
Capital Advisors Ltd
Ohio
$6K
CAW
468
Cornerstone Advisors (Washington)
Washington
$6K
AGA
469
Accuvest Global Advisors
Utah
$6K +$303 +12 +6%
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.67K +66 +37%
GFP
471
Gryphon Financial Partners
Ohio
$6K +$6.21K +246 New
CBT
472
Capital Bank & Trust
California
$5K
QCG
473
Quadrant Capital Group
Ohio
$5K
TFO
474
Tarbox Family Office
California
$5K
VFA
475
Valeo Financial Advisors
Indiana
$5K +$5.07K +201 New

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.