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514 hedge funds and large institutions have $11.5B invested in Nasdaq in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 188 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $199M | Put options by funds: $45.7M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

60% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 42

5% more capital invested

Capital invested by funds: $10.9B → $11.5B (+$584M)

4% more funds holding

Funds holding: 494514 (+20)

8% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 188

1.5% less ownership

Funds ownership: 227.13%225.63% (-1.5%)

Holders
514
Holders Change
+20
Holders Change %
+4.05%
% of All Funds
11.77%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
67
Increased
173
Reduced
188
Closed
42
Calls
$199M
Puts
$45.7M
Net Calls
+$153M
Net Calls Change
+$321M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
476
Valeo Financial Advisors
Indiana
$9K -$1.53K -51 -15%
CHP
477
Cable Hill Partners
Oregon
$9K
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$9K
CAW
479
Cornerstone Advisors (Washington)
Washington
$8K +$1.26K +42 +19%
AWM
480
AllSquare Wealth Management
New York
$8K +$8.3K +276 New
Rockefeller Capital Management
481
Rockefeller Capital Management
New York
$8K +$8.3K +276 New
GFP
482
Gryphon Financial Partners
Ohio
$7K -$180 -6 -2%
CAL
483
Capital Advisors Ltd
Ohio
$7K
CHC
484
City Holding Co
West Virginia
$7K
FIA
485
FNY Investment Advisers
New York
$7K +$7.49K +249 New
QCG
486
Quadrant Capital Group
Ohio
$6K
TFO
487
Tarbox Family Office
California
$6K
WPA
488
West Paces Advisors
Georgia
$5.48K
ATC
489
Adirondack Trust Company
New York
$5K
PW
490
Price Wealth
Texas
$5K +$2.62K +87 +100%
ED
491
Exane Derivatives
France
$4.43K -$6.31K -210 -59%
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$4K
IFAM
493
Institutional & Family Asset Management
Colorado
$4K
EARNEST Partners
494
EARNEST Partners
Georgia
$3K
JCM
495
Jacobi Capital Management
Pennsylvania
$3K
MFT
496
Moisand Fitzgerald Tamayo
Florida
$3K
SWM
497
SeaCrest Wealth Management
New York
$3K
PFBT
498
Parkside Financial Bank & Trust
Missouri
$3K +$180 +6 +6%
SF
499
Synovus Financial
Georgia
$3K +$1.8K +60 +133%
JA
500
JOYN Advisors
Georgia
$3K +$2.35K +78 +867%

NDAQ Hedge Fund Activity: Q2 2018 in Review

514 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q2 2018, worth a combined $11.5B — up 5.4% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NDAQ positions and 42 closed out — a net gain of 25 holders — while 173 added to existing stakes and 188 trimmed.

The largest buyer was Capital International Investors, adding an estimated $113M. The largest seller was Wellington Management Group, cutting an estimated $77.1M.

  • 514 institutional investors held Nasdaq (NDAQ) as of Q2 2018, up from 494 in Q1 2018.
  • Funds reported $11.5B of Nasdaq stock for Q2 2018, up 5.4% quarter-over-quarter.
  • 67 funds opened new Nasdaq positions in Q2 2018 and 42 closed out, a net change of +25 holders.
  • The largest Nasdaq buyer in Q2 2018 was Capital International Investors, an estimated $113M added.
  • The largest Nasdaq seller in Q2 2018 was Wellington Management Group, an estimated $77.1M sold.

Based on aggregated 13F filings for Q2 2018.