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Shopify

699 hedge funds and large institutions have $29.6B invested in Shopify in 2020 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 235 increasing their positions, 240 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 55

55% more funds holding in top 10

Funds holding in top 10: 2031 (+11)

14% more funds holding

Funds holding: 611699 (+88)

5% more capital invested

Capital invested by funds: $28.2B → $29.6B (+$1.47B)

2.73% more ownership

Funds ownership: 682.42%685.15% (+2.7%)

2% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 240

37% less call options, than puts

Call options by funds: $1.66B | Put options by funds: $2.63B

Holders
699
Holders Change
+88
Holders Change %
+14.4%
% of All Funds
15.4%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.68%
New
150
Increased
235
Reduced
240
Closed
55
Calls
$1.66B
Puts
$2.63B
Net Calls
-$966M
Net Calls Change
+$276M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
526
Financial Architects (New Jersey)
New Jersey
$214K +$5.86K +130 +3%
ZIM
527
Zacks Investment Management
Illinois
$214K +$232K +5,140 New
AP
528
Advisor Partners
California
$213K +$230K +5,110 New
HW
529
Hancock Whitney
Mississippi
$213K +$230K +5,110 New
MMPW
530
Mitchell McLeod Pugh & Williams
Alabama
$213K +$231K +5,120 New
CWG
531
Cornerstone Wealth Group
North Carolina
$210K
ACM
532
Anfield Capital Management
California
$208K +$225K +5,000 New
BWM
533
Buckley Wealth Management
Nevada
$208K +$225K +5,000 New
DTL
534
Dynamic Technology Lab
Singapore
$208K +$225K +5,000 New
HIMC
535
Heritage Investors Management Corp
Maryland
$208K +$225K +5,000 New
MIM
536
Montgomery Investment Management
Maryland
$208K +$225K +5,000 New
SPIO
537
Seven Post Investment Office
California
$208K +$225K +5,000 New
OIA
538
Optimum Investment Advisors
Illinois
$206K +$27K +600 +14%
WA
539
Wealth Alliance
New York
$206K +$223K +4,950 New
CG
540
Cutler Group
California
$205K +$222K +4,930 New
DWM
541
Dakota Wealth Management
Florida
$204K +$220K +4,890 New
FBB
542
Fulton Breakefield Broenniman
Maryland
$204K +$221K +4,900 New
TAM
543
Tradition Asset Management
Virginia
$204K +$221K +4,900 New
AFP
544
Ausdal Financial Partners
Iowa
$201K +$144K +3,190 New
PCA
545
Personal Capital Advisors
California
$200K -$78.4K -1,740 -27%
GRP
546
Global Retirement Partners
California
$188K +$3.15K +70 +2%
NFG
547
Next Financial Group
Texas
$185K -$15.3K -340 -7%
ME
548
McIlrath & Eck
Washington
$170K -$103K -2,280 -36%
OFG
549
OmniStar Financial Group
North Carolina
$169K +$183K +4,050 New
AIM
550
ARK Investment Management
Florida
$168K -$10.9M -241,610 -98%

SHOP Hedge Fund Activity: Q1 2020 in Review

699 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q1 2020, worth a combined $29.6B — up 5.2% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new SHOP positions and 55 closed out — a net gain of 95 holders — while 235 added to existing stakes and 240 trimmed.

The largest buyer was Capital World Investors, adding an estimated $898M. The largest seller was WCM Investment Management, cutting an estimated $662M.

  • 699 institutional investors held Shopify (SHOP) as of Q1 2020, up from 611 in Q4 2019.
  • Funds reported $29.6B of Shopify stock for Q1 2020, up 5.2% quarter-over-quarter.
  • 150 funds opened new Shopify positions in Q1 2020 and 55 closed out, a net change of +95 holders.
  • The largest Shopify buyer in Q1 2020 was Capital World Investors, an estimated $898M added.
  • The largest Shopify seller in Q1 2020 was WCM Investment Management, an estimated $662M sold.

Based on aggregated 13F filings for Q1 2020.