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Palo Alto Networks

661 hedge funds and large institutions have $14B invested in Palo Alto Networks in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 213 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

58% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 71

27% more capital invested

Capital invested by funds: $11B → $14B (+$3.01B)

8.43% more ownership

Funds ownership: 495.73%504.17% (+8.4%)

5% more funds holding

Funds holding: 628661 (+33)

5% more call options, than puts

Call options by funds: $477M | Put options by funds: $455M

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

Holders
661
Holders Change
+33
Holders Change %
+5.25%
% of All Funds
15.15%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.69%
New
112
Increased
213
Reduced
225
Closed
71
Calls
$477M
Puts
$455M
Net Calls
+$21.6M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
526
Boston Advisors
Massachusetts
$218K +$200K +7,200 New
Lido Advisors
527
Lido Advisors
California
$218K +$201K +7,230 New
TPWA
528
TRUE Private Wealth Advisors
Oregon
$217K +$200K +7,188 New
BP
529
BBR Partners
New York
$215K +$198K +7,116 New
TDC
530
Thompson Davis & Co
Virginia
$213K +$179K +6,450 +1,075%
CAM
531
Columbia Asset Management
Michigan
$209K +$192K +6,900 New
CI
532
Cigna Investments
Connecticut
$209K +$192K +6,912 New
TD Asset Management
533
TD Asset Management
Ontario, Canada
$205K +$189K +6,786 New
VCM
534
Violich Capital Management
California
$205K +$189K +6,792 New
MBT
535
Montecito Bank & Trust
California
$202K +$185K +6,672 New
IG
536
Ithaka Group
Virginia
$200K -$14.1M -508,008 -99%
AAP
537
Aristotle Atlantic Partners
Florida
$200K +$183K +6,600 New
RCAG
538
Rehmann Capital Advisory Group
Michigan
$197K +$181K +6,510 New
RWA
539
Ropes Wealth Advisors
Massachusetts
$195K
IIC
540
Integrated Investment Consultants
Michigan
$193K +$177K +6,384 New
CAM
541
CenterStar Asset Management
Illinois
$188K
NIM
542
NuWave Investment Management
New Jersey
$184K +$171K +6,156 +10,260%
IA
543
IFP Advisors
Florida
$173K
C
544
Cerebellum
California
$159K -$167 -6 -0.1%
LIA
545
LS Investment Advisors
Michigan
$156K
SWM
546
SeaCrest Wealth Management
New York
$143K -$89.2K -3,210 -40%
Korea Investment Corp
547
Korea Investment Corp
South Korea
$140K -$7.8M -280,800 -98%
FMLI
548
Fukoku Mutual Life Insurance
Japan
$136K
SWP
549
Stratos Wealth Partners
Ohio
$131K +$27.5K +990 +30%
OMCS
550
Old Mutual Customised Solutions
South Africa
$127K

PANW Hedge Fund Activity: Q1 2018 in Review

661 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2018, worth a combined $14B — up 27% from $11B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PANW positions and 71 closed out — a net gain of 41 holders — while 213 added to existing stakes and 225 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $153M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 661 institutional investors held Palo Alto Networks (PANW) as of Q1 2018, up from 628 in Q4 2017.
  • Funds reported $14B of Palo Alto Networks stock for Q1 2018, up 27% quarter-over-quarter.
  • 112 funds opened new Palo Alto Networks positions in Q1 2018 and 71 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q1 2018 was Deutsche Bank, an estimated $153M added.
  • The largest Palo Alto Networks seller in Q1 2018 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2018.