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150 hedge funds and large institutions have $538M invested in Quad in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

549% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $219K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

96% more capital invested

Capital invested by funds: $274M → $538M (+$264M)

36% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 44

16% more funds holding

Funds holding: 129150 (+21)

4.55% more ownership

Funds ownership: 60.29%64.84% (+4.5%)

Holders
150
Holders Change
+21
Holders Change %
+16.28%
% of All Funds
4%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
31
Increased
60
Reduced
44
Closed
8
Calls
$1.42M
Puts
$219K
Net Calls
+$1.2M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$49.9M +$4.33M +255,442 +14%
JP Morgan Chase
2
JP Morgan Chase
New York
$44.8M +$369K +21,778 +1%
NI
3
Numeric Investors
Massachusetts
$28M +$14.3M +840,296 +231%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.3M +$176K +10,405 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$23.5M +$3.73M +219,800 +28%
ERM
6
Elm Ridge Management
New York
$18.6M -$4.3M -253,593 -24%
BIT
7
BlackRock Institutional Trust
California
$18.3M +$1.48M +87,343 +12%
Charles Schwab
8
Charles Schwab
California
$16.3M -$1.83M -108,161 -13%
State Street
9
State Street
Massachusetts
$16.2M +$1.27M +74,912 +12%
BFA
10
BlackRock Fund Advisors
California
$15.9M +$376K +22,164 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$13.9M +$950K +56,002 +10%
Wells Fargo
12
Wells Fargo
California
$13.3M -$5.84M -344,575 -38%
Invesco
13
Invesco
Georgia
$10.8M +$4.06M +239,147 +107%
Ameriprise
14
Ameriprise
Minnesota
$9.96M -$3.51M -207,140 -33%
Goldman Sachs
15
Goldman Sachs
New York
$8.05M +$906K +53,446 +18%
Northern Trust
16
Northern Trust
Illinois
$7.94M +$225K +13,272 +4%
N
17
Nuveen
North Carolina
$6.82M +$2.19M +129,388 +79%
Prudential Financial
18
Prudential Financial
New Jersey
$6.72M -$16.3K -961 -0.3%
Two Sigma Investments
19
Two Sigma Investments
New York
$6.65M -$35.5K -2,091 -0.7%
Deutsche Bank
20
Deutsche Bank
Germany
$6.46M -$2.05M -120,868 -30%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$6.02M -$780K -46,000 -15%
MCM
22
Matarin Capital Management
New York
$5.9M +$4.3M +253,508 New
SFM
23
Systematic Financial Management
New Jersey
$5.62M +$1.9M +111,800 +86%
BIM
24
Bogle Investment Management
Massachusetts
$5.55M -$185K -10,920 -4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$5.54M +$13.6K +800 +0.3%

QUAD Hedge Fund Activity: Q2 2016 in Review

150 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q2 2016, worth a combined $538M — up 96% from $274M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QUAD positions and 8 closed out — a net gain of 23 holders — while 60 added to existing stakes and 44 trimmed.

The largest buyer was Numeric Investors, adding an estimated $14.3M. The largest seller was LSV Asset Management, cutting an estimated $8.28M.

  • 150 institutional investors held Quad (QUAD) as of Q2 2016, up from 129 in Q1 2016.
  • Funds reported $538M of Quad stock for Q2 2016, up 96% quarter-over-quarter.
  • 31 funds opened new Quad positions in Q2 2016 and 8 closed out, a net change of +23 holders.
  • The largest Quad buyer in Q2 2016 was Numeric Investors, an estimated $14.3M added.
  • The largest Quad seller in Q2 2016 was LSV Asset Management, an estimated $8.28M sold.

Based on aggregated 13F filings for Q2 2016.