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123 hedge funds and large institutions have $299M invested in Quad in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $248M → $299M (+$50.8M)

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

3% more funds holding

Funds holding: 120123 (+3)

1% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $2.26M

9% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 46

10.04% less ownership

Funds ownership: 82.45%72.41% (-10%)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
42
Reduced
46
Closed
19
Calls
$2.24M
Puts
$2.26M
Net Calls
-$18K
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
Advisors Asset Management
Colorado
$2.65M -$2.25M -240,493 -49%
OC
27
Oarsman Capital
Wisconsin
$2.61M -$76.8K -8,208 -3%
Invesco
28
Invesco
Georgia
$2.53M +$78.6K +8,397 +4%
PI
29
Putnam Investments
Massachusetts
$2.39M -$317K -33,899 -13%
WIC
30
Water Island Capital
New York
$2.2M -$2.15M -229,900 -52%
Boston Partners
31
Boston Partners
Massachusetts
$2M +$1.78M +190,256 New
Man Group
32
Man Group
United Kingdom
$1.92M -$4.27M -456,094 -71%
PPA
33
Parametric Portfolio Associates
Washington
$1.91M +$95.8K +10,236 +6%
BCM
34
Bridgeway Capital Management
Texas
$1.58M -$1.24M -132,300 -47%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.22M +$62.8K +6,718 +6%
PAM
36
Panagora Asset Management
Massachusetts
$1.14M +$478K +51,055 +88%
Wells Fargo
37
Wells Fargo
California
$1.14M -$139K -14,860 -12%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$1M +$31.3K +3,347 +4%
Goldman Sachs
39
Goldman Sachs
New York
$932K -$39.5K -4,224 -5%
Nisa Investment Advisors
40
Nisa Investment Advisors
Missouri
$788K +$187K +20,000 +36%
First Trust Advisors
41
First Trust Advisors
Illinois
$760K +$167K +17,873 +33%
AG
42
Advisor Group
Arizona
$740K +$65.8K +7,029 +11%
UBS Group
43
UBS Group
Switzerland
$736K +$653K +69,789 +29,079%
GC
44
Guggenheim Capital
Illinois
$734K -$352K -37,663 -35%
Citadel Advisors
45
Citadel Advisors
Florida
$708K -$1.98M -212,012 -76%
CC
46
Claybrook Capital
Massachusetts
$678K +$603K +64,500 New
SG Americas Securities
47
SG Americas Securities
New York
$659K +$308K +32,947 +111%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$642K +$572K +61,100 New
SEI Investments
49
SEI Investments
Pennsylvania
$632K +$57.7K +6,164 +11%
SO
50
STRS Ohio
Ohio
$625K -$132K -14,100 -19%

QUAD Hedge Fund Activity: Q3 2019 in Review

123 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q3 2019, worth a combined $299M — up 21% from $248M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QUAD positions and 19 closed out — a net gain of 3 holders — while 42 added to existing stakes and 46 trimmed.

The largest buyer was Nuveen, adding an estimated $4.8M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $6.13M.

  • 123 institutional investors held Quad (QUAD) as of Q3 2019, up from 120 in Q2 2019.
  • Funds reported $299M of Quad stock for Q3 2019, up 21% quarter-over-quarter.
  • 22 funds opened new Quad positions in Q3 2019 and 19 closed out, a net change of +3 holders.
  • The largest Quad buyer in Q3 2019 was Nuveen, an estimated $4.8M added.
  • The largest Quad seller in Q3 2019 was Hotchkis & Wiley Capital Management, an estimated $6.13M sold.

Based on aggregated 13F filings for Q3 2019.