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150 hedge funds and large institutions have $576M invested in Team in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $497M → $576M (+$79M)

3% more funds holding

Funds holding: 146150 (+4)

0.35% less ownership

Funds ownership: 11.22%10.87% (-0.35%)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
47
Reduced
49
Closed
18
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$42K
Marshall Wace
127
Marshall Wace
United Kingdom
$41K +$37.2K +235 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$33K
PGA
129
Premia Global Advisors
Florida
$27K +$24.5K +155 New
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$26K -$1.11K -7 -4%
BFC
131
Bedel Financial Consulting
Indiana
$22K
VCM
132
Versant Capital Management
Arizona
$20K -$2.22K -14 -11%
OAM
133
Oppenheimer Asset Management
New York
$16K -$475 -3 -3%
AG
134
Advisor Group
Arizona
$16K
FHB
135
First Hawaiian Bank
Hawaii
$16K +$1.11K +7 +8%
LIA
136
LS Investment Advisors
Michigan
$15K
MOACM
137
Mutual of America Capital Management
New York
$15K +$1.9K +12 +16%
SWA
138
Sutton Wealth Advisors
Florida
$14.9K -$475 -3 -3%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7K
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$6.13K
TWA
141
TCI Wealth Advisors
Arizona
$2K
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$2K
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$2K +$475 +3 +38%
CAW
144
Cornerstone Advisors (Washington)
Washington
$1K
Federated Hermes
145
Federated Hermes
Pennsylvania
$1K
PFBT
146
Parkside Financial Bank & Trust
Missouri
$1K +$158 +1 +33%
GT
147
Glenmede Trust
Pennsylvania
$3
Franklin Resources
148
Franklin Resources
California
-$26.9M -183,330 Closed
UONDDL
149
University of Notre Dame du Lac
Indiana
-$6.53M -44,592 Closed
WG
150
Winton Group
United Kingdom
-$4.22M -28,794 Closed

TISI Hedge Fund Activity: Q1 2019 in Review

150 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Team (TISI) for Q1 2019, worth a combined $576M — up 16% from $497M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TISI positions and 18 closed out — a net gain of 4 holders — while 47 added to existing stakes and 49 trimmed.

The largest buyer was Aristotle Capital Boston, adding an estimated $16.8M. The largest seller was Franklin Resources, exiting entirely with an estimated $26.9M sold.

  • 150 institutional investors held Team (TISI) as of Q1 2019, up from 146 in Q4 2018.
  • Funds reported $576M of Team stock for Q1 2019, up 16% quarter-over-quarter.
  • 22 funds opened new Team positions in Q1 2019 and 18 closed out, a net change of +4 holders.
  • The largest Team buyer in Q1 2019 was Aristotle Capital Boston, an estimated $16.8M added.
  • The largest Team seller in Q1 2019 was Franklin Resources, an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2019.