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ReposiTrak

63 hedge funds and large institutions have $74.3M invested in ReposiTrak in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

0.72% more ownership

Funds ownership: 30.3%31.02% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $74.5M → $74.3M (-$198K)

3% less funds holding

Funds holding: 6563 (-2)

88% less call options, than puts

Call options by funds: $289K | Put options by funds: $2.32M

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
25
Reduced
22
Closed
4
Calls
$289K
Puts
$2.32M
Net Calls
-$2.03M
Net Calls Change
-$469K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.5M -$42.9K -3,115 -0.2%
BlackRock
2
BlackRock
New York
$7.56M +$8.41M +611,425 +73,400%
CC
3
Cannell & Co
New York
$7.18M +$275K +20,000 +4%
GCM
4
Goldman Capital Management
New York
$6.3M -$2.04M -147,870 -22%
UIC
5
Uniplan Investment Counsel
Wisconsin
$6.28M +$329K +23,911 +5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.94M +$908K +65,990 +16%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$3.31M
MHP
8
Manatuck Hill Partners
Connecticut
$2.88M +$668K +48,500 +26%
State Street
9
State Street
Massachusetts
$2.1M +$276K +20,032 +13%
Northern Trust
10
Northern Trust
Illinois
$1.8M +$5.77K +419 +0.3%
PCM
11
Parsons Capital Management
Rhode Island
$1.44M +$1.39M +100,875 +657%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.42M +$114K +8,310 +8%
Allianz Asset Management
13
Allianz Asset Management
Germany
$1.1M -$59.5K -4,325 -5%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.08M +$1.21M +87,600 New
WS
15
Wedbush Securities
California
$1.08M +$372K +27,049 +45%
LA
16
LVW Advisors
New York
$936K
BTIS
17
BB&T Investment Services
North Carolina
$678K -$20.6K -1,500 -3%
UBS Group
18
UBS Group
Switzerland
$661K +$171K +12,441 +30%
SFG
19
SNS Financial Group
Minnesota
$574K +$20.6K +1,500 +3%
PG
20
PEAK6 Group
Illinois
$526K +$475K +34,486 +425%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$520K +$26.5K +1,929 +5%
HCS
22
Harvest Capital Strategies
California
$494K +$551K +40,000 New
TCIM
23
TIAA CREF Investment Management
New York
$422K -$62K -4,503 -12%
Deutsche Bank
24
Deutsche Bank
Germany
$361K +$299K +21,728 +285%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$321K -$8.26K -600 -2%

TRAK Hedge Fund Activity: Q1 2017 in Review

63 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ReposiTrak (TRAK) for Q1 2017, worth a combined $74.3M — down 0.27% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TRAK positions and 4 closed out — a net gain of 2 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $8.41M. The largest seller was Goldman Capital Management, cutting an estimated $2.04M.

  • 63 institutional investors held ReposiTrak (TRAK) as of Q1 2017, down from 65 in Q4 2016.
  • Funds reported $74.3M of ReposiTrak stock for Q1 2017, down 0.27% quarter-over-quarter.
  • 6 funds opened new ReposiTrak positions in Q1 2017 and 4 closed out, a net change of +2 holders.
  • The largest ReposiTrak buyer in Q1 2017 was BlackRock, an estimated $8.41M added.
  • The largest ReposiTrak seller in Q1 2017 was Goldman Capital Management, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2017.