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Tilray

143 hedge funds and large institutions have $135M invested in Tilray in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

69% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 32

24% more call options, than puts

Call options by funds: $387M | Put options by funds: $311M

16% more funds holding

Funds holding: 123143 (+20)

0.71% less ownership

Funds ownership: 0.96%0.26% (-0.71%)

74% less capital invested

Capital invested by funds: $510M → $135M (-$376M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
143
Holders Change
+20
Holders Change %
+16.26%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
46
Reduced
20
Closed
32
Calls
$387M
Puts
$311M
Net Calls
+$75.5M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$207K -$797K -1,045 -77%
RIA
52
Regal Investment Advisors
Michigan
$201K +$234K +307 New
BAM
53
Belpointe Asset Management
Nevada
$154K +$67.9K +89 +61%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K +$86.2K +113 +112%
BlackRock
55
BlackRock
New York
$136K +$158K +207 New
APA
56
American Portfolios Advisors
New York
$134K
GSC
57
G&S Capital
Colorado
$125K +$63.3K +83 +77%
IWA
58
Intercontinental Wealth Advisors
Texas
$84K +$97.6K +128 New
ED
59
Exane Derivatives
France
$83.9K -$640K -839 -87%
HIIFS
60
Harel Insurance Investments & Financial Services
Israel
$79K +$15.3K +20 +20%
WAM
61
Wealthspire Advisors (Maryland)
Maryland
$72K
SF
62
Synovus Financial
Georgia
$69K +$76.3K +100 +2,500%
IA
63
IFP Advisors
Florida
$61K -$60.3K -79 -46%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$58K +$231K +303 +1,894%
TRCT
65
Tower Research Capital (TRC)
New York
$53K -$93.8K -123 -61%
SWM
66
SeaCrest Wealth Management
New York
$53K +$43.5K +57 +248%
FCA
67
FinTrust Capital Advisors
South Carolina
$52K
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$47K
GWM
69
Geneos Wealth Management
Colorado
$42K +$10.7K +14 +27%
KPW
70
Kore Private Wealth
New York
$41K +$48.1K +63 New
AAM
71
Advisors Asset Management
Colorado
$35K -$201K -264 -83%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$30K +$17.5K +23 +100%
BWA
73
BDO Wealth Advisors
Florida
$29K +$34.3K +45 New
CAC
74
Certified Advisory Corp
Florida
$27K +$3.05K +4 +11%
FHA
75
Flagship Harbor Advisors
Massachusetts
$26K +$6.87K +9 +28%

TLRY Hedge Fund Activity: Q1 2019 in Review

143 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Tilray (TLRY) for Q1 2019, worth a combined $135M — down 74% from $510M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new TLRY positions and 32 closed out — a net gain of 22 holders — while 46 added to existing stakes and 20 trimmed.

The largest buyer was Zevenbergen Capital Investments, adding an estimated $15.1M. The largest seller was Farallon Capital Management, exiting entirely with an estimated $162M sold.

  • 143 institutional investors held Tilray (TLRY) as of Q1 2019, up from 123 in Q4 2018.
  • Funds reported $135M of Tilray stock for Q1 2019, down 74% quarter-over-quarter.
  • 54 funds opened new Tilray positions in Q1 2019 and 32 closed out, a net change of +22 holders.
  • The largest Tilray buyer in Q1 2019 was Zevenbergen Capital Investments, an estimated $15.1M added.
  • The largest Tilray seller in Q1 2019 was Farallon Capital Management, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2019.