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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
NFG
476
Next Financial Group
Texas
$8K +$8.21K +288 New
CAM
477
Cresset Asset Management
Illinois
$8K +$8.55K +300 New
PVH
478
Psagot Value Holdings
Israel
$8K +$8.89K +312 New
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$7K -$171 -6 -2%
CAL
480
Capital Advisors Ltd
Ohio
$7K
CHC
481
City Holding Co
West Virginia
$7K
CAW
482
Cornerstone Advisors (Washington)
Washington
$6K -$1.2K -42 -16%
PFBT
483
Parkside Financial Bank & Trust
Missouri
$6K +$2.91K +102 +87%
CI
484
CX Institutional
Indiana
$6K +$6.67K +234 New
TCOV
485
Trust Company of Vermont
Vermont
$5K -$4.36K -153 -47%
QCG
486
Quadrant Capital Group
Ohio
$5K
TFO
487
Tarbox Family Office
California
$5K
JA
488
JOYN Advisors
Georgia
$5K +$3.25K +114 +141%
WPA
489
West Paces Advisors
Georgia
$4.89K
PAMU
490
Pictet Asset Management (UK)
United Kingdom
$4.76K -$188K -6,600 -4%
ATC
491
Adirondack Trust Company
New York
$4K
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$4K
IFAM
493
Institutional & Family Asset Management
Colorado
$4K
WTC
494
WhitTier Trust Company
Nevada
$4K +$3.93K +138 New
PHK
495
Point72 Hong Kong
Hong Kong
$3K -$21.1K -741 -87%
VFA
496
Valeo Financial Advisors
Indiana
$3K -$2.39K -84 -42%
EARNEST Partners
497
EARNEST Partners
Georgia
$3K
JCM
498
Jacobi Capital Management
Pennsylvania
$3K
OC
499
Oakworth Capital
Alabama
$3K
SWM
500
SeaCrest Wealth Management
New York
$3K

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.