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Tradeweb Markets

256 hedge funds and large institutions have $4.9B invested in Tradeweb Markets in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 20

69% more capital invested

Capital invested by funds: $2.9B → $4.9B (+$2B)

57% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 54

49% more funds holding

Funds holding: 172256 (+84)

14% more call options, than puts

Call options by funds: $30.6M | Put options by funds: $26.9M

2.2% more ownership

Funds ownership: 98.39%100.6% (+2.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
256
Holders Change
+84
Holders Change %
+48.84%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
104
Increased
85
Reduced
54
Closed
20
Calls
$30.6M
Puts
$26.9M
Net Calls
+$3.68M
Net Calls Change
+$530K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$803M +$288M +4,993,882 +57%
BlackRock
2
BlackRock
New York
$434M +$189M +3,283,759 +78%
Vanguard Group
3
Vanguard Group
Pennsylvania
$379M +$37.8M +656,421 +11%
Capital World Investors
4
Capital World Investors
California
$247M +$39.3M +683,043 +19%
Artisan Partners
5
Artisan Partners
Wisconsin
$206M +$46M +799,066 +29%
Franklin Resources
6
Franklin Resources
California
$204M +$103M +1,781,731 +97%
OCBV
7
Ownership Capital B.V.
Netherlands
$172M +$64.8M +1,124,889 +61%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148M +$69.9M +1,213,609 +95%
Wells Fargo
9
Wells Fargo
California
$131M -$4.42M -76,831 -3%
CIP
10
Champlain Investment Partners
Vermont
$114M +$4.26M +73,990 +4%
State Street
11
State Street
Massachusetts
$107M +$75.4M +1,310,227 +247%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$95.3M -$19.9M -346,430 -17%
Alkeon Capital Management
13
Alkeon Capital Management
New York
$90.7M +$7.2M +125,000 +9%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$82.9M +$32M +555,806 +64%
CG
15
Carmignac Gestion
France
$76.3M -$7.07M -122,783 -9%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$64.7M -$687K -11,933 -1%
SIMG
17
Stephens Investment Management Group
Texas
$63.1M -$1.38M -23,941 -2%
N
18
Nuveen
North Carolina
$57.9M +$48.1M +835,269 +583%
AllianceBernstein
19
AllianceBernstein
Tennessee
$54M -$5.33M -92,518 -9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$50.6M +$18.3M +318,125 +57%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$47M +$25.3M +439,412 +119%
PCM
22
Parsifal Capital Management
Connecticut
$41.5M +$10.8M +187,900 +36%
Primecap Management
23
Primecap Management
California
$41M +$276K +4,800 +0.7%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$40.9M -$8.26M -143,400 -17%
Fidelity International
25
Fidelity International
Bermuda
$39.9M -$24.3M -421,409 -38%

TW Hedge Fund Activity: Q2 2020 in Review

256 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Tradeweb Markets (TW) for Q2 2020, worth a combined $4.9B — up 69% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TW positions and 20 closed out — a net gain of 84 holders — while 85 added to existing stakes and 54 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $288M. The largest seller was Invesco, cutting an estimated $67.5M.

  • 256 institutional investors held Tradeweb Markets (TW) as of Q2 2020, up from 172 in Q1 2020.
  • Funds reported $4.9B of Tradeweb Markets stock for Q2 2020, up 69% quarter-over-quarter.
  • 104 funds opened new Tradeweb Markets positions in Q2 2020 and 20 closed out, a net change of +84 holders.
  • The largest Tradeweb Markets buyer in Q2 2020 was T. Rowe Price Associates, an estimated $288M added.
  • The largest Tradeweb Markets seller in Q2 2020 was Invesco, an estimated $67.5M sold.

Based on aggregated 13F filings for Q2 2020.