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Q2 Holdings

229 hedge funds and large institutions have $5.19B invested in Q2 Holdings in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.05M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

87% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 52

59% more capital invested

Capital invested by funds: $3.27B → $5.19B (+$1.93B)

17% more funds holding

Funds holding: 195229 (+34)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.86% less ownership

Funds ownership: 114.29%113.43% (-0.86%)

Holders
229
Holders Change
+34
Holders Change %
+17.44%
% of All Funds
4.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
50
Increased
97
Reduced
52
Closed
15
Calls
$11.7M
Puts
$3.05M
Net Calls
+$8.63M
Net Calls Change
+$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K
HIA
202
Harbor Investment Advisory
Maryland
$30K
KTC
203
Kistler-Tiffany Companies
Pennsylvania
$27K
RWA
204
Ropes Wealth Advisors
Massachusetts
$26K
FP
205
Financial Perspectives
Minnesota
$25.7K
Walleye Trading
206
Walleye Trading
New York
$25K -$74.7K -971 -77%
HPC
207
HM Payson & Co
Maine
$19K
FC
208
FORA Capital
Florida
$19K +$17.1K +222 New
IA
209
IFP Advisors
Florida
$17K
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$14K +$1.69K +22 +15%
CIA
211
CSat Investment Advisory
Michigan
$13K +$11.2K +146 New
AIM
212
Anchor Investment Management
South Carolina
$11.7K
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$11K +$3.46K +45 +53%
VCM
214
Versant Capital Management
Arizona
$10K +$2.54K +33 +39%
APA
215
American Portfolios Advisors
New York
$9.35K
BCA
216
Berman Capital Advisors
Georgia
$6K +$999 +13 +21%
AS
217
Altshuler Shaham
Israel
$6K +$1.54K +20 +38%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$5K
Lazard Asset Management
219
Lazard Asset Management
New York
$5K +$5.3K +69 New
AF
220
Allworth Financial
California
$4K
BAM
221
Bellevue Asset Management
Washington
$4K
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$4K +$3.69K +48 New
FHA
223
Flagship Harbor Advisors
Massachusetts
$3K
ABC
224
Associated Banc-Corp
Wisconsin
$3K +$2.46K +32 New
IFAM
225
Institutional & Family Asset Management
Colorado
$2K -$615 -8 -24%