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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
AF
576
Advisornet Financial
Minnesota
$52K
VFA
577
Valeo Financial Advisors
Indiana
$48K
RA
578
Rational Advisors
New York
$48K +$43.8K +1,578 New
FANJ
579
Financial Architects (New Jersey)
New Jersey
$46K +$667 +24 +2%
CA
580
Crewe Advisors
Utah
$45K -$8.34K -300 -17%
CCMW
581
Cypress Capital Management (Wyoming)
Wyoming
$45K
NCM
582
Nelson Capital Management
California
$45K
CGI
583
CI Global Investments
California
$42K -$55.8M -2,007,234 -100%
GWM
584
Geneos Wealth Management
Colorado
$40K
Cohen & Steers
585
Cohen & Steers
New York
$39K +$35.7K +1,284 New
BFEC
586
Benjamin F. Edwards & Company
Missouri
$38K -$588K -21,150 -94%
PAM
587
Paradigm Asset Management
New York
$36.3K
CAL
588
Capital Advisors Ltd
Ohio
$36K
CCM
589
Covington Capital Management
California
$36K
CJA
590
C-J Advisory
California
$34K
SCM
591
Stumpf Capital Management
Arizona
$34K
LJHT
592
Laurie J. Hall Trustee
$33K
QCG
593
Quadrant Capital Group
Ohio
$33K +$2.33K +84 +8%
S
594
SignatureFD
Georgia
$33K +$30.2K +1,086 New
CFG
595
Citizens Financial Group
Rhode Island
$32K -$17K -612 -36%
ARMC
596
American Research & Management Company
Massachusetts
$32K
RCG
597
Ruggie Capital Group
Florida
$32K
WWMSC
598
Wagner Wealth Management (South Carolina)
South Carolina
$31K
APP
599
Avantax Planning Partners
Iowa
$31K +$28.7K +1,032 New
WT
600
Whittier Trust
California
$27K

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.