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ReposiTrak

53 hedge funds and large institutions have $57.5M invested in ReposiTrak in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

32% more capital invested

Capital invested by funds: $43.6M → $57.5M (+$13.9M)

6% more funds holding

Funds holding: 5053 (+3)

0.85% more ownership

Funds ownership: 27.94%28.79% (+0.85%)

18% less call options, than puts

Call options by funds: $208K | Put options by funds: $254K

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
13
Closed
5
Calls
$208K
Puts
$254K
Net Calls
-$46K
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$11.2M +$137K +16,181 +1%
BlackRock
2
BlackRock
New York
$7.34M +$82.3K +9,745 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.45M +$14.8K +1,752 +0.3%
UIC
4
Uniplan Investment Counsel
Wisconsin
$6.34M +$526K +62,295 +11%
CC
5
Cannell & Co
New York
$6.01M -$84.4K -10,000 -2%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$3.36M
State Street
7
State Street
Massachusetts
$2.04M +$36.9K +4,372 +2%
PCM
8
Parsons Capital Management
Rhode Island
$1.67M -$4.22K -500 -0.3%
Northern Trust
9
Northern Trust
Illinois
$1.62M +$20.2K +2,397 +2%
GIPM
10
G2 Investment Partners Management
New York
$1.47M -$79.9K -9,470 -6%
ISL
11
Ingalls & Snyder LLC
New York
$1.38M +$70.3K +8,330 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.35M +$38.2K +4,520 +3%
WS
13
Wedbush Securities
California
$723K -$140K -16,533 -19%
BCC
14
Bridge City Capital
Oregon
$511K -$18.3K -2,171 -4%
LA
15
LVW Advisors
New York
$455K +$169K +20,000 +80%
CIS
16
Connors Investor Services
Pennsylvania
$450K +$19.4K +2,300 +5%
IMOV
17
Investment Management of Virginia
Virginia
$420K +$351K +41,580 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$404K -$2.16K -256 -0.6%
BTS
19
BB&T Securities
Virginia
$378K
Deutsche Bank
20
Deutsche Bank
Germany
$317K +$52.8K +6,254 +25%
Charles Schwab
21
Charles Schwab
California
$253K
TCIM
22
TIAA CREF Investment Management
New York
$246K -$6.61K -783 -3%
Morgan Stanley
23
Morgan Stanley
New York
$237K -$118K -14,027 -37%
UBS Group
24
UBS Group
Switzerland
$223K -$27.8K -3,298 -13%
Wells Fargo
25
Wells Fargo
California
$207K +$2.66K +315 +2%

TRAK Hedge Fund Activity: Q3 2018 in Review

53 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ReposiTrak (TRAK) for Q3 2018, worth a combined $57.5M — up 32% from $43.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TRAK positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Uniplan Investment Counsel, adding an estimated $526K. The largest seller was Wedbush Securities, cutting an estimated $140K.

  • 53 institutional investors held ReposiTrak (TRAK) as of Q3 2018, up from 50 in Q2 2018.
  • Funds reported $57.5M of ReposiTrak stock for Q3 2018, up 32% quarter-over-quarter.
  • 8 funds opened new ReposiTrak positions in Q3 2018 and 5 closed out, a net change of +3 holders.
  • The largest ReposiTrak buyer in Q3 2018 was Uniplan Investment Counsel, an estimated $526K added.
  • The largest ReposiTrak seller in Q3 2018 was Wedbush Securities, an estimated $140K sold.

Based on aggregated 13F filings for Q3 2018.