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129 hedge funds and large institutions have $274M invested in Quad in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $217M → $274M (+$57.8M)

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

2% more funds holding

Funds holding: 126129 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.51% less ownership

Funds ownership: 65.81%60.29% (-5.5%)

30% less call options, than puts

Call options by funds: $232K | Put options by funds: $330K

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
51
Reduced
45
Closed
14
Calls
$232K
Puts
$330K
Net Calls
-$98K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$24.6M -$6.46M -596,747 -24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.4M +$1.18M +109,373 +6%
ERM
3
Elm Ridge Management
New York
$13.6M -$1M -92,551 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$13.4M -$1.53M -141,307 -12%
Wells Fargo
5
Wells Fargo
California
$11.9M -$5.14M -474,853 -34%
Charles Schwab
6
Charles Schwab
California
$10.4M -$1M -92,639 -10%
Renaissance Technologies
7
Renaissance Technologies
New York
$10.2M +$3.46M +319,700 +68%
BIT
8
BlackRock Institutional Trust
California
$9.06M -$4.35M -402,079 -36%
BFA
9
BlackRock Fund Advisors
California
$8.55M -$201K -18,586 -3%
Ameriprise
10
Ameriprise
Minnesota
$8.21M +$303K +28,001 +5%
State Street
11
State Street
Massachusetts
$8M +$819K +75,700 +14%
LSV Asset Management
12
LSV Asset Management
Illinois
$7.45M -$238K -22,000 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7M +$156K +14,398 +3%
AAM
14
Advisors Asset Management
Colorado
$6.16M -$3.93M -362,958 -43%
Deutsche Bank
15
Deutsche Bank
Germany
$5.15M +$1.73M +159,786 +67%
NI
16
Numeric Investors
Massachusetts
$4.7M +$3.93M +363,455 New
Northern Trust
17
Northern Trust
Illinois
$4.23M +$113K +10,433 +3%
Millennium Management
18
Millennium Management
New York
$4.02M +$3.36M +310,512 New
Two Sigma Advisers
19
Two Sigma Advisers
New York
$3.94M +$447K +41,309 +16%
Goldman Sachs
20
Goldman Sachs
New York
$3.78M +$16.6K +1,535 +0.5%
Prudential Financial
21
Prudential Financial
New Jersey
$3.74M -$162K -15,000 -5%
Two Sigma Investments
22
Two Sigma Investments
New York
$3.72M +$269K +24,860 +9%
Artisan Partners
23
Artisan Partners
Wisconsin
$3.4M -$502K -46,365 -15%
BIM
24
Bogle Investment Management
Massachusetts
$3.23M +$452K +41,814 +20%
NFA
25
Nationwide Fund Advisors
Ohio
$3.08M -$997K -92,180 -27%

QUAD Hedge Fund Activity: Q1 2016 in Review

129 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q1 2016, worth a combined $274M — up 27% from $217M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new QUAD positions and 14 closed out — a net gain of 5 holders — while 51 added to existing stakes and 45 trimmed.

The largest buyer was Numeric Investors, opening a new position worth an estimated $3.93M. The largest seller was JP Morgan Chase, cutting an estimated $6.46M.

  • 129 institutional investors held Quad (QUAD) as of Q1 2016, up from 126 in Q4 2015.
  • Funds reported $274M of Quad stock for Q1 2016, up 27% quarter-over-quarter.
  • 19 funds opened new Quad positions in Q1 2016 and 14 closed out, a net change of +5 holders.
  • The largest Quad buyer in Q1 2016 was Numeric Investors, an estimated $3.93M added.
  • The largest Quad seller in Q1 2016 was JP Morgan Chase, an estimated $6.46M sold.

Based on aggregated 13F filings for Q1 2016.