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156 hedge funds and large institutions have $692M invested in Quad in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.66% more ownership

Funds ownership: 71.53%72.2% (+0.66%)

2% less capital invested

Capital invested by funds: $709M → $692M (-$16.8M)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

5% less funds holding

Funds holding: 164156 (-8)

22% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 67

54% less call options, than puts

Call options by funds: $941K | Put options by funds: $2.05M

Holders
156
Holders Change
-8
Holders Change %
-4.88%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
52
Reduced
67
Closed
23
Calls
$941K
Puts
$2.05M
Net Calls
-$1.11M
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$120M +$21.1M +821,439 +21%
BlackRock
2
BlackRock
New York
$49.1M +$49.6M +1,936,509 +18,439%
Renaissance Technologies
3
Renaissance Technologies
New York
$45.8M -$246K -9,600 -0.5%
JP Morgan Chase
4
JP Morgan Chase
New York
$43.3M -$1.76M -68,686 -4%
NI
5
Numeric Investors
Massachusetts
$25.8M -$3.3M -128,760 -11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$24.1M +$2.44M +95,130 +11%
AAM
7
Advisors Asset Management
Colorado
$20.5M +$7.15M +278,843 +52%
State Street
8
State Street
Massachusetts
$18.2M -$731K -28,533 -4%
N
9
Nuveen
North Carolina
$14.6M +$5.29M +206,484 +56%
Charles Schwab
10
Charles Schwab
California
$13.4M -$1.33M -51,942 -9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$12.2M +$427K +16,650 +4%
Invesco
12
Invesco
Georgia
$11.7M -$3.42M -133,326 -22%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10.8M +$3.42M +133,393 +45%
PAM
14
Panagora Asset Management
Massachusetts
$10.4M +$902K +35,183 +9%
Robeco Institutional Asset Management
15
Robeco Institutional Asset Management
Netherlands
$9.89M +$1.13M +43,944 +13%
Northern Trust
16
Northern Trust
Illinois
$9.53M +$57K +2,226 +0.6%
CCMH
17
Cornerstone Capital Management Holdings
New York
$8.66M -$40K -1,562 -0.5%
Norges Bank
18
Norges Bank
Norway
$7.87M +$4.54M +176,976 +131%
Prudential Financial
19
Prudential Financial
New Jersey
$6.98M +$2.48M +96,589 +54%
American Century Companies
20
American Century Companies
Missouri
$6.89M +$338K +13,182 +5%
MCM
21
Matarin Capital Management
New York
$6.8M -$920K -35,892 -12%
SFM
22
Systematic Financial Management
New Jersey
$6.68M -$40.4K -1,575 -0.6%
PPA
23
Parametric Portfolio Associates
Washington
$6.48M -$35.8K -1,398 -0.5%
AQR Capital Management
24
AQR Capital Management
Connecticut
$6.31M -$798K -31,147 -11%
Federated Hermes
25
Federated Hermes
Pennsylvania
$6.21M +$2.05M +79,881 +48%

QUAD Hedge Fund Activity: Q1 2017 in Review

156 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q1 2017, worth a combined $692M — down 2.4% from $709M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of QUAD and 21 opened new positions — a net loss of 2 holders — while 67 trimmed existing stakes and 52 added.

The largest buyer was BlackRock, adding an estimated $49.6M. The largest seller was Bogle Investment Management, exiting entirely with an estimated $5.83M sold.

  • 156 institutional investors held Quad (QUAD) as of Q1 2017, down from 164 in Q4 2016.
  • Funds reported $692M of Quad stock for Q1 2017, down 2.4% quarter-over-quarter.
  • 21 funds opened new Quad positions in Q1 2017 and 23 closed out, a net change of -2 holders.
  • The largest Quad buyer in Q1 2017 was BlackRock, an estimated $49.6M added.
  • The largest Quad seller in Q1 2017 was Bogle Investment Management, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2017.