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147 hedge funds and large institutions have $365M invested in Quad in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

2.39% more ownership

Funds ownership: 78.9%81.3% (+2.4%)

1% less capital invested

Capital invested by funds: $370M → $365M (-$5.21M)

2% less funds holding

Funds holding: 150147 (-3)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

47% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $2.87M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
59
Reduced
41
Closed
24
Calls
$1.51M
Puts
$2.87M
Net Calls
-$1.35M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$3.19M -$4.38M -326,798 -55%
Prudential Financial
27
Prudential Financial
New Jersey
$3.11M -$2.48M -185,094 -41%
MVP
28
Miller Value Partners
Florida
$3.09M +$3.49M +260,000 New
PI
29
Putnam Investments
Massachusetts
$2.91M +$3.28M +244,899 New
Invesco
30
Invesco
Georgia
$2.86M +$1.18M +88,256 +58%
WAM
31
Weiss Asset Management
Massachusetts
$2.66M +$2.99M +223,203 New
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$2.46M +$2.5M +186,726 +921%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$2.45M -$5.01M -373,750 -64%
Millennium Management
34
Millennium Management
New York
$2.26M -$406K -30,264 -14%
MP
35
Manikay Partners
New York
$2.23M +$2.51M +187,500 New
OC
36
Oarsman Capital
Wisconsin
$2.2M +$431K +32,149 +21%
PPA
37
Parametric Portfolio Associates
Washington
$2.08M +$152K +11,313 +7%
BIM
38
Bogle Investment Management
Massachusetts
$1.92M +$2.16M +161,282 New
KPF
39
K2 Principal Fund
Ontario, Canada
$1.81M +$2.04M +151,990 New
HI
40
HBK Investments
Texas
$1.8M +$543K +40,485 +37%
Wells Fargo
41
Wells Fargo
California
$1.68M +$248K +18,488 +15%
GC
42
Guggenheim Capital
Illinois
$1.66M -$394K -29,411 -17%
Federated Hermes
43
Federated Hermes
Pennsylvania
$1.66M -$347K -25,845 -16%
PAM
44
Panagora Asset Management
Massachusetts
$1.46M -$179K -13,350 -10%
MSL
45
Mackay Shields LLC
New York
$1.42M +$378K +28,211 +31%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$1.42M +$33.5K +2,500 +2%
CI
47
Cowen Inc
New York
$1.34M +$1.51M +112,401 New
Two Sigma Investments
48
Two Sigma Investments
New York
$1.32M +$747K +55,731 +101%
USAA
49
United Services Automobile Association
Texas
$1.31M +$67.1K +5,000 +5%
QI
50
QS Investors
New York
$1.28M

QUAD Hedge Fund Activity: Q1 2019 in Review

147 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q1 2019, worth a combined $365M — down 1.4% from $370M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of QUAD and 21 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 59 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $7.44M. The largest seller was JP Morgan Chase, cutting an estimated $10.6M.

  • 147 institutional investors held Quad (QUAD) as of Q1 2019, down from 150 in Q4 2018.
  • Funds reported $365M of Quad stock for Q1 2019, down 1.4% quarter-over-quarter.
  • 21 funds opened new Quad positions in Q1 2019 and 24 closed out, a net change of -3 holders.
  • The largest Quad buyer in Q1 2019 was Mirae Asset Global Investments, an estimated $7.44M added.
  • The largest Quad seller in Q1 2019 was JP Morgan Chase, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2019.