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Nasdaq

643 hedge funds and large institutions have $18.5B invested in Nasdaq in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 231 increasing their positions, 246 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $117M | Put options by funds: $73.2M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 246

1.24% less ownership

Funds ownership: 221.41%220.16% (-1.2%)

5% less funds holding

Funds holding: 679643 (-36)

14% less capital invested

Capital invested by funds: $21.6B → $18.5B (-$3.11B)

31% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 81

Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
56
Increased
231
Reduced
246
Closed
81
Calls
$117M
Puts
$73.2M
Net Calls
+$44.2M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Change in
Stake
JMF
601
Johnson Midwest Financial
Iowa
$6K
SFG
602
Steward Financial Group
Texas
$6K +$4.13K +78 +153%
AAMU
603
AEGON Asset Management (UK)
United Kingdom
$6K +$6.51K +123 New
SWA
604
Sutton Wealth Advisors
Florida
$5.95K +$1.91K +36 +44%
BWM
605
BerganKDV Wealth Management
Minnesota
$5K
OC
606
Oakworth Capital
Alabama
$5K
SSB
607
Sandy Spring Bank
Maryland
$5K
VNA
608
Valley National Advisers
Pennsylvania
$5K
FWM
609
Focused Wealth Management
New York
$5K +$794 +15 +20%
GKIM
610
GW&K Investment Management
Massachusetts
$5K +$2.54K +48 +100%
PCG
611
Private Capital Group
Connecticut
$4K -$476 -9 -10%
SC
612
Schubert & Co
Texas
$4K +$2.7K +51 +189%
CFO
613
CVA Family Office
Colorado
$3K -$31.8K -600 -91%
CTB
614
Country Trust Bank
Illinois
$3K -$5.08K -96 -59%
Lazard Asset Management
615
Lazard Asset Management
New York
$3K -$3.81K -72 -55%
CWM
616
Curi Wealth Management
North Carolina
$3K
ETI
617
Enterprise Trust & Investment
California
$3K +$3.17K +60 New
FWA
618
FSC Wealth Advisors
New York
$3K +$3.33K +63 New
AAP
619
Arax Advisory Partners
Colorado
$2K -$3.17K -60 -63%
DI
620
Disciplined Investments
Oklahoma
$2K -$2.7K -51 -63%
AWM
621
Atticus Wealth Management
Florida
$2K
BWM
622
Baystate Wealth Management
Massachusetts
$2K
BWA
623
BDO Wealth Advisors
Florida
$2K
CI Investments Inc
624
CI Investments Inc
Ontario, Canada
$2K
LCM
625
Logan Capital Management
Pennsylvania
$2K

NDAQ Hedge Fund Activity: Q2 2022 in Review

643 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q2 2022, worth a combined $18.5B — down 14% from $21.6B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of NDAQ and 56 opened new positions — a net loss of 25 holders — while 246 trimmed existing stakes and 231 added.

The largest buyer was Capital Research Global Investors, adding an estimated $545M. The largest seller was Capital World Investors, cutting an estimated $430M.

  • 643 institutional investors held Nasdaq (NDAQ) as of Q2 2022, down from 679 in Q1 2022.
  • Funds reported $18.5B of Nasdaq stock for Q2 2022, down 14% quarter-over-quarter.
  • 56 funds opened new Nasdaq positions in Q2 2022 and 81 closed out, a net change of -25 holders.
  • The largest Nasdaq buyer in Q2 2022 was Capital Research Global Investors, an estimated $545M added.
  • The largest Nasdaq seller in Q2 2022 was Capital World Investors, an estimated $430M sold.

Based on aggregated 13F filings for Q2 2022.