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Shopify

878 hedge funds and large institutions have $67.4B invested in Shopify in 2020 Q2 according to their latest regulatory filings, with 240 funds opening new positions, 262 increasing their positions, 299 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 56

128% more capital invested

Capital invested by funds: $29.6B → $67.4B (+$37.8B)

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

26% more funds holding

Funds holding: 699878 (+179)

12% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 299

22% less call options, than puts

Call options by funds: $4.95B | Put options by funds: $6.35B

25.08% less ownership

Funds ownership: 685.15%660.07% (-25%)

Holders
878
Holders Change
+179
Holders Change %
+25.61%
% of All Funds
18%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1.29%
New
240
Increased
262
Reduced
299
Closed
56
Calls
$4.95B
Puts
$6.35B
Net Calls
-$1.4B
Net Calls Change
-$436M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
801
Private Capital Group
Connecticut
$46K
EWP
802
Engrave Wealth Partners
Texas
$46K +$16.7K +240 +96%
KPW
803
Kore Private Wealth
New York
$45K -$132K -1,900 -80%
CHA
804
Carmichael Hill & Associates
Maryland
$42K +$6.94K +100 +29%
NG
805
NWK Group
California
$40K
SIM
806
Sonora Investment Management
Arizona
$38K +$27.8K +400 New
AIC
807
Archer Investment Corporation
Indiana
$38K -$7.63K -110 -22%
AIM
808
Anchor Investment Management
South Carolina
$36.1K +$5.55K +80 +27%
MF
809
Manchester Financial
California
$36K
TCM
810
Tradewinds Capital Management
Washington
$36K +$12.5K +180 +90%
CWP
811
CFM Wealth Partners
Texas
$35K -$694 -10 -3%
AWM
812
Avior Wealth Management
Nebraska
$35K +$21.5K +310 +517%
AF
813
Arrow Financial
New York
$34K
CFN
814
Cordasco Financial Network
Florida
$34K
PCTC
815
Perkins Coie Trust Company
Washington
$34K
RIM
816
Rockbridge Investment Management
New York
$34K +$25K +360 New
PFPT
817
Pinnacle Financial Partners (Tennessee)
Tennessee
$33K
PFBT
818
Parkside Financial Bank & Trust
Missouri
$32K +$9.72K +140 +70%
LWA
819
Lenox Wealth Advisors
New York
$32K +$17.4K +250 +278%
FHA
820
First Horizon Advisors
Tennessee
$32K +$24.3K +350 New
HWM
821
HighMark Wealth Management
Minnesota
$31K
MHR
822
Matthew Hamilton Rosenberg
$29K +$21.5K +310 New
PCM
823
Peregrine Capital Management
Minnesota
$28K -$5.55K -80 -22%
WAS
824
Winch Advisory Services
Wisconsin
$28K +$20.1K +290 New
LFG
825
LifePlan Financial Group
Ohio
$27K -$15.3K -220 -44%

SHOP Hedge Fund Activity: Q2 2020 in Review

878 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2020, worth a combined $67.4B — up 128% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new SHOP positions and 56 closed out — a net gain of 184 holders — while 262 added to existing stakes and 299 trimmed.

The largest buyer was Capital World Investors, adding an estimated $732M. The largest seller was Osaic Holdings, cutting an estimated $449M.

  • 878 institutional investors held Shopify (SHOP) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $67.4B of Shopify stock for Q2 2020, up 128% quarter-over-quarter.
  • 240 funds opened new Shopify positions in Q2 2020 and 56 closed out, a net change of +184 holders.
  • The largest Shopify buyer in Q2 2020 was Capital World Investors, an estimated $732M added.
  • The largest Shopify seller in Q2 2020 was Osaic Holdings, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2020.