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Ferrari

292 hedge funds and large institutions have $9.32B invested in Ferrari in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $6.35B → $9.32B (+$2.98B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.91% more ownership

Funds ownership: 35.14%37.05% (+1.9%)

6% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 52

0% more funds holding

Funds holding: 292292 (0)

0% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 82

3% less call options, than puts

Call options by funds: $322M | Put options by funds: $334M

Holders
292
Holders Change
Holders Change %
0%
% of All Funds
6.32%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.32%
New
55
Increased
82
Reduced
82
Closed
52
Calls
$322M
Puts
$334M
Net Calls
-$11.1M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$1.9B -$19M -155,531 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.14B +$216M +1,764,302 +26%
Vanguard Group
3
Vanguard Group
Pennsylvania
$493M +$2.76M +22,542 +0.6%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$489M +$29.7M +242,718 +7%
AC
5
AKO Capital
United Kingdom
$427M +$16.2M +132,631 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$355M +$18.5M +150,698 +6%
AAMU
7
Amundi Asset Management US
Massachusetts
$315M +$10.2M +83,187 +4%
Winslow Capital Management
8
Winslow Capital Management
Minnesota
$306M +$13.4M +109,747 +5%
DCP
9
Darsana Capital Partners
New York
$268M -$12.2M -100,000 -5%
Norges Bank
10
Norges Bank
Norway
$223M -$27.1M -221,278 -12%
DCP
11
D1 Capital Partners
New York
$207M -$57.1M -466,300 -23%
MCM
12
Melvin Capital Management
New York
$199M -$61.9M -505,564 -25%
Deutsche Bank
13
Deutsche Bank
Germany
$146M +$59.5M +485,936 +80%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$137M -$413K -3,373 -0.3%
CGI
15
Comgest Global Investors
France
$135M +$123M +1,006,831 New
AC
16
Alatus Capital
Switzerland
$133M -$13.9M -113,610 -10%
Bank of America
17
Bank of America
North Carolina
$117M +$35.3M +288,221 +49%
Capital World Investors
18
Capital World Investors
California
$106M -$124K -1,012 -0.1%
BOI
19
Bank of Italy
Italy
$104M -$21M -171,500 -18%
Morgan Stanley
20
Morgan Stanley
New York
$102M -$38.8M -316,861 -29%
WRF
21
Waddell & Reed Financial
Kansas
$86.8M +$79.5M +649,063 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$84.5M -$9.07M -74,083 -11%
Swiss National Bank
23
Swiss National Bank
Switzerland
$77.4M +$2.68M +21,913 +4%
BlackRock
24
BlackRock
New York
$76M +$68M +554,861 +4,235%
Barclays
25
Barclays
United Kingdom
$70.7M -$238K -1,946 -0.4%

RACE Hedge Fund Activity: Q1 2019 in Review

292 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ferrari (RACE) for Q1 2019, worth a combined $9.32B — up 47% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RACE positions and 52 closed out — a net gain of 3 holders — while 82 added to existing stakes and 82 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $216M. The largest seller was Melvin Capital Management, cutting an estimated $61.9M.

  • 292 institutional investors held Ferrari (RACE) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $9.32B of Ferrari stock for Q1 2019, up 47% quarter-over-quarter.
  • 55 funds opened new Ferrari positions in Q1 2019 and 52 closed out, a net change of +3 holders.
  • The largest Ferrari buyer in Q1 2019 was T. Rowe Price Associates, an estimated $216M added.
  • The largest Ferrari seller in Q1 2019 was Melvin Capital Management, an estimated $61.9M sold.

Based on aggregated 13F filings for Q1 2019.