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157 hedge funds and large institutions have $736M invested in Quad in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

25% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 53

22% more capital invested

Capital invested by funds: $606M → $736M (+$130M)

3.79% more ownership

Funds ownership: 70.79%74.58% (+3.8%)

1% more funds holding

Funds holding: 156157 (+1)

71% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $7.85M

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
66
Reduced
53
Closed
19
Calls
$2.3M
Puts
$7.85M
Net Calls
-$5.55M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
101
American International Group
New York
$509K -$111K -4,549 -18%
PTC
102
Petrus Trust Company
Texas
$509K -$40.8K -1,674 -8%
QC
103
Quadrature Capital
United Kingdom
$483K +$465K +19,081 New
UBS AM
104
UBS AM
Illinois
$463K +$197K +8,099 +80%
Victory Capital Management
105
Victory Capital Management
Texas
$456K -$256K -10,516 -37%
AA
106
ALPS Advisors
Colorado
$455K +$437K +17,959 New
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$400K -$139K -5,704 -27%
KI
108
Koch Industries
Kansas
$396K +$380K +15,612 New
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$388K +$190K +7,792 +103%
AG
110
Aperio Group
California
$369K +$8.21K +337 +2%
ECM
111
Element Capital Management
New York
$334K +$321K +13,163 New
MIM
112
MetLife Investment Management
New Jersey
$331K
VOYA Investment Management
113
VOYA Investment Management
Georgia
$330K
Squarepoint
114
Squarepoint
New York
$324K +$312K +12,800 New
HCM
115
Highbridge Capital Management
New York
$314K +$301K +12,378 New
BCM
116
Bayesian Capital Management
New York
$302K +$290K +11,900 New
HC
117
Henshaw Capital
Massachusetts
$302K -$117K -4,824 -29%
II
118
Ibex Investors
Colorado
$289K +$278K +11,414 New
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$264K -$29.3K -1,203 -10%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$260K -$112K -4,588 -31%
ZCM
121
Zebra Capital Management
Connecticut
$245K -$193K -7,914 -45%
WCM
122
Wedge Capital Management
North Carolina
$241K -$24.7K -1,015 -10%
TC
123
Trilogy Capital
California
$232K -$2.6K -107 -1%
DTL
124
Dynamic Technology Lab
Singapore
$230K -$97.8K -4,018 -31%
LA
125
Lucus Advisors
New York
$215K -$144K -5,928 -41%

QUAD Hedge Fund Activity: Q1 2018 in Review

157 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q1 2018, worth a combined $736M — up 22% from $606M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QUAD positions and 19 closed out — a net gain of 5 holders — while 66 added to existing stakes and 53 trimmed.

The largest buyer was S&T Bank, opening a new position worth an estimated $14.7M. The largest seller was Nuveen, cutting an estimated $5.63M.

  • 157 institutional investors held Quad (QUAD) as of Q1 2018, up from 156 in Q4 2017.
  • Funds reported $736M of Quad stock for Q1 2018, up 22% quarter-over-quarter.
  • 24 funds opened new Quad positions in Q1 2018 and 19 closed out, a net change of +5 holders.
  • The largest Quad buyer in Q1 2018 was S&T Bank, an estimated $14.7M added.
  • The largest Quad seller in Q1 2018 was Nuveen, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2018.