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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
PWAG
51
Polaris Wealth Advisory Group
California
$25.2M -$7.35K -258 -0%
PI
52
PGGM Investments
Netherlands
$24.6M -$3.72M -130,518 -13%
Aberdeen Group
53
Aberdeen Group
United Kingdom
$24.3M +$43.8K +1,536 +0.2%
TCIM
54
TIAA CREF Investment Management
New York
$24.3M +$143K +5,001 +0.6%
Ameriprise
55
Ameriprise
Minnesota
$23.8M -$1.05M -36,834 -4%
KCM
56
Kornitzer Capital Management
Kansas
$23.4M -$9.59M -336,375 -28%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$22.8M +$22.1M +776,166 +1,250%
CS
58
Credit Suisse
Switzerland
$22.4M +$4.21M +147,666 +22%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$20.8M -$1.3M -45,450 -6%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$20.7M -$17.7M -621,570 -45%
UBS Group
61
UBS Group
Switzerland
$20.4M -$26M -913,497 -55%
PPA
62
Parametric Portfolio Associates
Washington
$19.7M +$1.69M +59,364 +9%
CBT
63
Capital Bank & Trust
California
$18.9M +$2.27M +79,614 +13%
O
64
OppenheimerFunds
New York
$18.3M -$11.3M -395,838 -37%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$18.1M +$650K +22,797 +4%
CFB
66
Cullen/Frost Bankers
Texas
$18M +$1.03M +36,315 +6%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$17.3M -$92K -3,228 -0.5%
EDRH
68
Edmond de Rothschild Holding
Switzerland
$17.2M +$5.2M +182,454 +41%
WorldQuant Millennium Advisors
69
WorldQuant Millennium Advisors
New York
$16.7M +$4.2M +147,267 +31%
Nordea Investment Management
70
Nordea Investment Management
Sweden
$16.6M +$576K +20,220 +3%
H
71
Hexavest
Quebec, Canada
$16.5M -$1.32M -46,488 -7%
JAM
72
Jupiter Asset Management
United Kingdom
$16.4M +$4.01M +140,775 +30%
Lord, Abbett & Co
73
Lord, Abbett & Co
New Jersey
$16.2M +$17M +594,900 New
AllianceBernstein
74
AllianceBernstein
Tennessee
$15.9M +$179K +6,285 +1%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$15.8M +$3.88M +136,023 +31%

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.