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147 hedge funds and large institutions have $1.1B invested in Team in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $909M → $1.1B (+$190M)

9% more funds holding

Funds holding: 135147 (+12)

0.25% more ownership

Funds ownership: 9.52%9.76% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

30% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 57

Holders
147
Holders Change
+12
Holders Change %
+8.89%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
40
Reduced
57
Closed
7
Calls
$939K
Puts
Net Calls
+$939K
Net Calls Change
+$938K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$76K -$3.45K -10 -5%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$74K +$3.79K +11 +5%
Creative Planning
128
Creative Planning
Kansas
$73K -$2.41K -7 -4%
TRCT
129
Tower Research Capital (TRC)
New York
$59K +$51.4K +149 New
LIA
130
LS Investment Advisors
Michigan
$43K
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$40K
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$34K -$8.28K -24 -22%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$32K
SWA
134
Sutton Wealth Advisors
Florida
$21.6K
ARMC
135
American Research & Management Company
Massachusetts
$17K
AG
136
Advisor Group
Arizona
$10K
HR
137
Howe & Rusling
New York
$9K -$6.9K -20 -48%
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$9K +$4.48K +13 +100%
VCM
139
Versant Capital Management
Arizona
$6K +$5.86K +17 New
PA
140
Parallel Advisors
California
$5K +$4.48K +13 New
GT
141
Glenmede Trust
Pennsylvania
$4K
MFS
142
MSI Financial Services
Massachusetts
$3K
QI
143
QS Investors
New York
$1K
QCG
144
Quadrant Capital Group
Ohio
$1K
TWA
145
TCI Wealth Advisors
Arizona
$1K
PFBT
146
Parkside Financial Bank & Trust
Missouri
$1K +$690 +2 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.38K +4 New
ECM
148
Engine Capital Management
New York
-$10.7M -32,643 Closed
EVM
149
Eaton Vance Management
Massachusetts
-$9.37M -28,639 Closed
NIM
150
NXG Investment Management
Texas
-$3.52M -10,767 Closed

TISI Hedge Fund Activity: Q4 2016 in Review

147 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Team (TISI) for Q4 2016, worth a combined $1.1B — up 21% from $909M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TISI positions and 7 closed out — a net gain of 12 holders — while 40 added to existing stakes and 57 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $15M. The largest seller was Fidelity Investments, cutting an estimated $16.8M.

  • 147 institutional investors held Team (TISI) as of Q4 2016, up from 135 in Q3 2016.
  • Funds reported $1.1B of Team stock for Q4 2016, up 21% quarter-over-quarter.
  • 19 funds opened new Team positions in Q4 2016 and 7 closed out, a net change of +12 holders.
  • The largest Team buyer in Q4 2016 was Loomis, Sayles & Company, an estimated $15M added.
  • The largest Team seller in Q4 2016 was Fidelity Investments, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2016.