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146 hedge funds and large institutions have $624M invested in Quad in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 54

0.19% less ownership

Funds ownership: 72.2%72.01% (-0.19%)

6% less funds holding

Funds holding: 156146 (-10)

10% less capital invested

Capital invested by funds: $692M → $624M (-$68.1M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

86% less call options, than puts

Call options by funds: $711K | Put options by funds: $5.09M

Holders
146
Holders Change
-10
Holders Change %
-6.41%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
67
Reduced
54
Closed
21
Calls
$711K
Puts
$5.09M
Net Calls
-$4.38M
Net Calls Change
-$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$119M +$10.4M +439,129 +9%
BlackRock
2
BlackRock
New York
$45.2M +$576K +24,207 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$40.3M +$1.05M +44,078 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$38.2M -$3.55M -149,300 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.3M +$451K +18,973 +2%
AAM
6
Advisors Asset Management
Colorado
$22.2M +$3.68M +154,576 +19%
N
7
Nuveen
North Carolina
$17.9M +$4.83M +203,136 +35%
State Street
8
State Street
Massachusetts
$17.3M +$756K +31,758 +4%
Robeco Institutional Asset Management
9
Robeco Institutional Asset Management
Netherlands
$13.5M +$4.74M +199,089 +51%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.9M +$2.18M +91,682 +21%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$11.1M +$34.2K +1,439 +0.3%
Charles Schwab
12
Charles Schwab
California
$10.7M -$1.51M -63,374 -12%
Invesco
13
Invesco
Georgia
$10.1M -$520K -21,858 -5%
Northern Trust
14
Northern Trust
Illinois
$9.42M +$789K +33,141 +9%
PAM
15
Panagora Asset Management
Massachusetts
$8.99M -$499K -20,990 -5%
Ameriprise
16
Ameriprise
Minnesota
$8.53M +$3.06M +128,499 +53%
Prudential Financial
17
Prudential Financial
New Jersey
$7.6M +$1.31M +54,878 +20%
Norges Bank
18
Norges Bank
Norway
$7.15M
Federated Hermes
19
Federated Hermes
Pennsylvania
$6.98M +$1.4M +58,699 +24%
American Century Companies
20
American Century Companies
Missouri
$6.82M +$581K +24,405 +9%
LSV Asset Management
21
LSV Asset Management
Illinois
$6.76M +$6.4M +269,100 +1,035%
OAM
22
Oxford Asset Management
United Kingdom
$6.42M +$5.65M +237,617 +559%
NFA
23
Nationwide Fund Advisors
Ohio
$6.32M +$2.56M +107,377 +64%
SFM
24
Systematic Financial Management
New Jersey
$6.24M +$179K +7,505 +3%
Morgan Stanley
25
Morgan Stanley
New York
$6.09M +$4.39M +184,363 +226%

QUAD Hedge Fund Activity: Q2 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q2 2017, worth a combined $624M — down 9.8% from $692M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of QUAD and 12 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 67 added.

The largest buyer was Vanguard Group, adding an estimated $10.4M. The largest seller was Numeric Investors, cutting an estimated $19.9M.

  • 146 institutional investors held Quad (QUAD) as of Q2 2017, down from 156 in Q1 2017.
  • Funds reported $624M of Quad stock for Q2 2017, down 9.8% quarter-over-quarter.
  • 12 funds opened new Quad positions in Q2 2017 and 21 closed out, a net change of -9 holders.
  • The largest Quad buyer in Q2 2017 was Vanguard Group, an estimated $10.4M added.
  • The largest Quad seller in Q2 2017 was Numeric Investors, an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2017.