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525 hedge funds and large institutions have $10.3B invested in Nasdaq in 2018 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 156 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more call options, than puts

Call options by funds: $180M | Put options by funds: $29.6M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 65

2.65% more ownership

Funds ownership: 228.07%230.73% (+2.7%)

2% more funds holding

Funds holding: 514525 (+11)

4% less capital invested

Capital invested by funds: $10.7B → $10.3B (-$436M)

20% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 195

Holders
525
Holders Change
+11
Holders Change %
+2.14%
% of All Funds
11.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
79
Increased
156
Reduced
195
Closed
65
Calls
$180M
Puts
$29.6M
Net Calls
+$151M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
WealthTrust-Arizona
Arizona
$18K
LFG
452
Larson Financial Group
Missouri
$18K +$18.6K +651 New
YWP
453
YorkBridge Wealth Partners
New York
$17K -$47.5K -1,668 -73%
PA
454
Parallel Advisors
California
$15K -$1.28K -45 -7%
FIB
455
First Interstate Bank
Montana
$15K
WAP
456
Wealthcare Advisory Partners
Pennsylvania
$15K
S
457
SignatureFD
Georgia
$14K -$2.22K -78 -13%
BAM
458
Bruderman Asset Management
New York
$13K +$13.9K +489 New
Schroder Investment Management Group
459
Schroder Investment Management Group
United Kingdom
$12.1K +$2.26M +79,356 +22%
CWA
460
Clarus Wealth Advisors
Arizona
$12K -$42K -1,473 -77%
BCI
461
Brinker Capital Investments
Pennsylvania
$12K
GI
462
Gradient Investments
Minnesota
$11K
TC
463
Trust Company
Kansas
$11K
CCM
464
Covington Capital Management
California
$11K +$9.15K +321 +357%
HI
465
Human Investing
Oregon
$11K +$11.8K +414 New
CFA
466
Carroll Financial Associates
North Carolina
$11K +$12.8K +450 New
WEC
467
Winslow Evans & Crocker
Massachusetts
$10K
MIFH
468
Migdal Insurance & Financial Holdings
Israel
$9K -$233K -8,175 -96%
GAM
469
Gemmer Asset Management
California
$9K
VCM
470
Versant Capital Management
Arizona
$9K
WANY
471
Wealthspire Advisors (New York)
New York
$9K +$9.83K +345 New
GWM
472
Geneos Wealth Management
Colorado
$9K +$10.3K +360 New
AWM
473
AllSquare Wealth Management
New York
$8K
CHP
474
Cable Hill Partners
Oregon
$8K
Rockefeller Capital Management
475
Rockefeller Capital Management
New York
$8K

NDAQ Hedge Fund Activity: Q4 2018 in Review

525 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2018, worth a combined $10.3B — down 4.1% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new NDAQ positions and 65 closed out — a net gain of 14 holders — while 156 added to existing stakes and 195 trimmed.

The largest buyer was Capital World Investors, adding an estimated $223M. The largest seller was Mackenzie Financial, cutting an estimated $92.1M.

  • 525 institutional investors held Nasdaq (NDAQ) as of Q4 2018, up from 514 in Q3 2018.
  • Funds reported $10.3B of Nasdaq stock for Q4 2018, down 4.1% quarter-over-quarter.
  • 79 funds opened new Nasdaq positions in Q4 2018 and 65 closed out, a net change of +14 holders.
  • The largest Nasdaq buyer in Q4 2018 was Capital World Investors, an estimated $223M added.
  • The largest Nasdaq seller in Q4 2018 was Mackenzie Financial, an estimated $92.1M sold.

Based on aggregated 13F filings for Q4 2018.