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Tradeweb Markets

159 hedge funds and large institutions have $1.64B invested in Tradeweb Markets in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

6% more funds holding

Funds holding: 150159 (+9)

2.32% less ownership

Funds ownership: 98.58%96.26% (-2.3%)

12% less call options, than puts

Call options by funds: $9.47M | Put options by funds: $10.8M

17% less capital invested

Capital invested by funds: $1.99B → $1.64B (-$345M)

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
42
Increased
64
Reduced
40
Closed
33
Calls
$9.47M
Puts
$10.8M
Net Calls
-$1.35M
Net Calls Change
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$147M -$10.6M -239,239 -6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$120M -$105M -2,373,146 -42%
BlackRock
3
BlackRock
New York
$116M +$29.7M +671,781 +27%
Capital World Investors
4
Capital World Investors
California
$91.5M -$840 -19 -0%
Invesco
5
Invesco
Georgia
$86.6M +$1.38M +31,340 +1%
Fidelity International
6
Fidelity International
Bermuda
$68M +$46.1K +1,044 +0.1%
Alkeon Capital Management
7
Alkeon Capital Management
New York
$53M -$394K -8,917 -0.6%
Franklin Resources
8
Franklin Resources
California
$51.3M +$13.9M +315,070 +29%
CG
9
Carmignac Gestion
France
$42.1M -$3.82M -86,483 -7%
SCM
10
Sirios Capital Management
Massachusetts
$37.7M -$16.7M -377,367 -27%
SIG
11
Senator Investment Group
New York
$37M +$3.23M +73,000 +8%
Wells Fargo
12
Wells Fargo
California
$36.3M +$43.3M +980,965 +52,712%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$32.1M +$9.64M +218,105 +34%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$31.4M -$6.05M -136,820 -14%
SIMG
15
Stephens Investment Management Group
Texas
$29M +$6.57M +148,720 +23%
JCM
16
Junto Capital Management
New York
$26.8M +$32M +723,780 New
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$26.7M +$3.03M +68,570 +11%
Coatue Management
18
Coatue Management
New York
$26.5M -$20.3M -458,923 -39%
Norges Bank
19
Norges Bank
Norway
$26.5M -$8.7M -196,995 -22%
Millennium Management
20
Millennium Management
New York
$25.3M +$16.7M +377,543 +123%
Capital International Investors
21
Capital International Investors
California
$18.5M
ClearBridge Investments
22
ClearBridge Investments
New York
$17.6M +$16.5M +372,338 +362%
Two Sigma Investments
23
Two Sigma Investments
New York
$17.3M +$14.4M +325,821 +229%
ACL
24
Azora Capital LP
Florida
$16.7M -$1.5M -34,023 -7%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$16.3M -$2.19M -49,514 -10%

TW Hedge Fund Activity: Q3 2019 in Review

159 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Tradeweb Markets (TW) for Q3 2019, worth a combined $1.64B — down 17% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TW positions and 33 closed out — a net gain of 9 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was Wells Fargo, adding an estimated $43.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $105M.

  • 159 institutional investors held Tradeweb Markets (TW) as of Q3 2019, up from 150 in Q2 2019.
  • Funds reported $1.64B of Tradeweb Markets stock for Q3 2019, down 17% quarter-over-quarter.
  • 42 funds opened new Tradeweb Markets positions in Q3 2019 and 33 closed out, a net change of +9 holders.
  • The largest Tradeweb Markets buyer in Q3 2019 was Wells Fargo, an estimated $43.3M added.
  • The largest Tradeweb Markets seller in Q3 2019 was T. Rowe Price Associates, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2019.