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143 hedge funds and large institutions have $530M invested in Quad in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

132% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 25

20% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $990K

19% more funds holding

Funds holding: 120143 (+23)

0% less capital invested

Capital invested by funds: $531M → $530M (-$793K)

0.34% less ownership

Funds ownership: 66.92%66.58% (-0.34%)

Holders
143
Holders Change
+23
Holders Change %
+19.17%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
32
Increased
58
Reduced
25
Closed
9
Calls
$1.19M
Puts
$990K
Net Calls
+$198K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$52.8M -$38.3M -1,728,206 -43%
AAM
2
Advisors Asset Management
Colorado
$44.2M +$3.9M +176,279 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$38.3M +$3.52M +159,132 +11%
CP
4
Centerbridge Partners
New York
$27M -$14.2M -643,178 -35%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.8M +$5.56M +250,934 +34%
HA
6
Heartland Advisors
Wisconsin
$22.4M +$14M +632,756 +186%
JP Morgan Chase
7
JP Morgan Chase
New York
$19.1M -$2.24M -101,082 -11%
BIT
8
BlackRock Institutional Trust
California
$16.6M +$337K +15,214 +2%
ERM
9
Elm Ridge Management
New York
$16.1M -$2.17M -98,154 -12%
BFA
10
BlackRock Fund Advisors
California
$15.7M +$354 +16 +0%
Wells Fargo
11
Wells Fargo
California
$15.6M +$4.25M +192,094 +39%
LSV Asset Management
12
LSV Asset Management
Illinois
$13.5M
Renaissance Technologies
13
Renaissance Technologies
New York
$13.5M +$10.4M +471,368 +407%
State Street
14
State Street
Massachusetts
$11.7M +$189K +8,559 +2%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$11.3M +$4.36M +197,005 +67%
Millennium Management
16
Millennium Management
New York
$11.1M +$9.46M +427,360 +780%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.31M +$521K +23,540 +6%
Deutsche Bank
18
Deutsche Bank
Germany
$8.71M +$3.13M +141,498 +60%
Charles Schwab
19
Charles Schwab
California
$8.01M +$689K +31,110 +10%
Prudential Financial
20
Prudential Financial
New Jersey
$7.49M +$5.1M +230,271 +241%
Northern Trust
21
Northern Trust
Illinois
$7.17M +$111K +5,025 +2%
TC
22
TFS Capital
Pennsylvania
$6.12M +$4.46M +201,652 +311%
Morgan Stanley
23
Morgan Stanley
New York
$5.17M +$2.73M +123,185 +121%
RFC
24
Russell Frank Company
Washington
$4.93M +$378K +17,072 +9%
Two Sigma Investments
25
Two Sigma Investments
New York
$4.89M +$3.81M +171,908 +421%

QUAD Hedge Fund Activity: Q1 2015 in Review

143 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q1 2015, worth a combined $530M — down 0.15% from $531M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QUAD positions and 9 closed out — a net gain of 23 holders — while 58 added to existing stakes and 25 trimmed.

The largest buyer was Heartland Advisors, adding an estimated $14M. The largest seller was Angelo Gordon & Co, exiting entirely with an estimated $49.1M sold.

  • 143 institutional investors held Quad (QUAD) as of Q1 2015, up from 120 in Q4 2014.
  • Funds reported $530M of Quad stock for Q1 2015, down 0.15% quarter-over-quarter.
  • 32 funds opened new Quad positions in Q1 2015 and 9 closed out, a net change of +23 holders.
  • The largest Quad buyer in Q1 2015 was Heartland Advisors, an estimated $14M added.
  • The largest Quad seller in Q1 2015 was Angelo Gordon & Co, an estimated $49.1M sold.

Based on aggregated 13F filings for Q1 2015.