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137 hedge funds and large institutions have $592M invested in Quad in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.06M

3.19% less ownership

Funds ownership: 72.01%68.82% (-3.2%)

5% less capital invested

Capital invested by funds: $624M → $592M (-$32.1M)

6% less funds holding

Funds holding: 146137 (-9)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
137
Holders Change
-9
Holders Change %
-6.16%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
48
Reduced
61
Closed
20
Calls
$2.3M
Puts
$1.06M
Net Calls
+$1.24M
Net Calls Change
+$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$120M +$2.03M +97,960 +2%
BlackRock
2
BlackRock
New York
$46.8M +$2.04M +98,460 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$39.8M -$379K -18,303 -1%
Renaissance Technologies
4
Renaissance Technologies
New York
$32.4M -$4.85M -234,400 -14%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$24.8M +$2.55M +123,449 +13%
AAM
6
Advisors Asset Management
Colorado
$23M +$1.08M +52,353 +5%
N
7
Nuveen
North Carolina
$19.3M +$1.45M +70,262 +9%
State Street
8
State Street
Massachusetts
$17.2M +$116K +5,618 +0.7%
LSV Asset Management
9
LSV Asset Management
Illinois
$15.7M +$8.28M +400,253 +136%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.6M +$786K +38,027 +7%
Charles Schwab
11
Charles Schwab
California
$10.8M +$167K +8,052 +2%
Prudential Financial
12
Prudential Financial
New Jersey
$10.6M +$2.85M +137,680 +42%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$10.4M -$2.75M -133,121 -23%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$10.1M -$754K -36,471 -8%
Northern Trust
15
Northern Trust
Illinois
$9.25M -$38.3K -1,851 -0.5%
Invesco
16
Invesco
Georgia
$8.39M -$1.48M -71,589 -16%
Norges Bank
17
Norges Bank
Norway
$8.2M +$1.05M +50,709 +16%
Federated Hermes
18
Federated Hermes
Pennsylvania
$7.1M +$192K +9,272 +3%
American Century Companies
19
American Century Companies
Missouri
$6.71M -$13.6K -659 -0.2%
NFA
20
Nationwide Fund Advisors
Ohio
$5.53M -$639K -30,889 -11%
PAM
21
Panagora Asset Management
Massachusetts
$4.44M -$4.05M -195,683 -50%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$4.36M +$170K +8,224 +4%
Ameriprise
23
Ameriprise
Minnesota
$4.35M -$3.72M -179,767 -48%
TCIM
24
TIAA CREF Investment Management
New York
$4.31M +$195K +9,437 +5%
Bank of America
25
Bank of America
North Carolina
$4.25M +$937K +45,287 +32%

QUAD Hedge Fund Activity: Q3 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Quad (QUAD) for Q3 2017, worth a combined $592M — down 5.2% from $624M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of QUAD and 11 opened new positions — a net loss of 9 holders — while 61 trimmed existing stakes and 48 added.

The largest buyer was LSV Asset Management, adding an estimated $8.28M. The largest seller was Renaissance Technologies, cutting an estimated $4.85M.

  • 137 institutional investors held Quad (QUAD) as of Q3 2017, down from 146 in Q2 2017.
  • Funds reported $592M of Quad stock for Q3 2017, down 5.2% quarter-over-quarter.
  • 11 funds opened new Quad positions in Q3 2017 and 20 closed out, a net change of -9 holders.
  • The largest Quad buyer in Q3 2017 was LSV Asset Management, an estimated $8.28M added.
  • The largest Quad seller in Q3 2017 was Renaissance Technologies, an estimated $4.85M sold.

Based on aggregated 13F filings for Q3 2017.