NetApp
NTAP
736 hedge funds and large institutions have $17B invested in NetApp in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 275 increasing their positions, 252 reducing their positions, and 49 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
143% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 49
21% more capital invested
Capital invested by funds: $14.1B → $17B (+$2.92B)
9% more funds holding
Funds holding: 674 → 736 (+62)
4.77% more ownership
Funds ownership: 88.91% → 93.68% (+4.8%)
9% more repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 252
6% less call options, than puts
Call options by funds: $225M | Put options by funds: $239M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$246M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$166M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$76.5M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$67.8M |
| 5 |
D.E. Shaw & Co
New York
|
+$61.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$128M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$97.5M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$90.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$75.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$61.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RTC
776
Riverview Trust Company
Vancouver,
Washington
| – | -$14K | -185 | Closed |
|
|
BAAM
777
Baker Avenue Asset Management
San Francisco,
California
| – | -$13.4K | -176 | Closed |
|
|
AP
778
Atwood & Palmer
Kansas City,
Missouri
| – | -$13.3K | -175 | Closed |
|
|
SIS
779
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$13.1K | -173 | Closed |
|
|
SC
780
SouthState Corp
Winter Haven,
Florida
| – | -$12.1K | -160 | Closed |
|
781
EARNEST Partners
Atlanta,
Georgia
| – | -$9.86K | -130 | Closed |
|
|
CSPIA
782
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$8.65K | -114 | Closed |
|
|
RA
783
Rational Advisors
Huntington,
New York
| – | -$7.18K | -94 | Closed |
|
|
WWP
784
WR Wealth Planners
Columbia,
Missouri
| – | -$4.25K | -56 | Closed |
|
|
AP
785
Arlington Partners
Birmingham,
Alabama
| – | -$2.05K | -27 | Closed |
|
|
SIA
786
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$1K | -10 | Closed |
|
NTAP Hedge Fund Activity: Q4 2023 in Review
736 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NetApp (NTAP) for Q4 2023, worth a combined $17B — up 21% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new NTAP positions and 49 closed out — a net gain of 70 holders — while 275 added to existing stakes and 252 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Capital International Investors, cutting an estimated $128M.
- 736 institutional investors held NetApp (NTAP) as of Q4 2023, up from 674 in Q3 2023.
- Funds reported $17B of NetApp stock for Q4 2023, up 21% quarter-over-quarter.
- 119 funds opened new NetApp positions in Q4 2023 and 49 closed out, a net change of +70 holders.
- The largest NetApp buyer in Q4 2023 was Morgan Stanley, an estimated $246M added.
- The largest NetApp seller in Q4 2023 was Capital International Investors, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2023.