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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
CTC
551
Central Trust Company
Missouri
$123K -$1.67K -60 -1%
TCOV
552
Trust Company of Vermont
Vermont
$121K +$58K +2,088 +108%
PCG
553
Private Capital Group
Connecticut
$119K +$1.33K +48 +1%
WOC
554
West Oak Capital
California
$109K +$16.7K +600 +20%
EP
555
Edinburgh Partners
United Kingdom
$108K +$98.9K +3,558 New
SWA
556
Sutton Wealth Advisors
Florida
$105K
CAW
557
Cornerstone Advisors (Washington)
Washington
$105K
KF
558
Krilogy Financial
Missouri
$103K
PHK
559
Point72 Hong Kong
Hong Kong
$99K +$80.5K +2,898 +779%
FIB
560
First Interstate Bank
Montana
$91K -$83.4K -3,000 -50%
KTC
561
Kistler-Tiffany Companies
Pennsylvania
$91K
APA
562
American Portfolios Advisors
New York
$84.6K
PMFA
563
Plante Moran Financial Advisors
Michigan
$83K +$7K +252 +10%
AC
564
Avestar Capital
New York
$79K +$7.17K +258 +9%
SIAS
565
Shine Investment Advisory Services
Colorado
$78K
MOS
566
MGO One Seven
Ohio
$72K -$5.33K -192 -7%
HCM
567
Highlander Capital Management
New Jersey
$72K
Acadian Asset Management
568
Acadian Asset Management
Massachusetts
$72K +$57.7K +2,076 +678%
IWM
569
IHT Wealth Management
Illinois
$69K +$50K +1,800 +353%
ACM
570
AUA Capital Management
Pennsylvania
$64K -$8.34K -300 -13%
JT
571
Jump Trading
Illinois
$60K -$94.5K -3,402 -63%
Carson Wealth (CWM LLC)
572
Carson Wealth (CWM LLC)
Nebraska
$59K +$834 +30 +2%
AssetMark Inc
573
AssetMark Inc
California
$58K -$7.83K -282 -13%
PFO
574
Pathstone Family Office
New Jersey
$55K +$50K +1,800 +3,750%
WF
575
WealthTrust Fairport
Ohio
$54K +$50K +1,800 New

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.