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Under Armour Class C

403 hedge funds and large institutions have $1.19B invested in Under Armour Class C in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 131 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $10.1M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 428403 (-25)

6.09% less ownership

Funds ownership: 70.73%64.64% (-6.1%)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 131

27% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 71

62% less capital invested

Capital invested by funds: $3.11B → $1.19B (-$1.91B)

Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
8.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
109
Reduced
131
Closed
71
Calls
$16.5M
Puts
$10.1M
Net Calls
+$6.38M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$4K
CFG
302
CKW Financial Group
Hawaii
$4K
WCG
303
Weaver Consulting Group
California
$4K
BAM
304
Bellevue Asset Management
Washington
$4K +$172 +12 +3%
GI
305
Gradient Investments
Minnesota
$4K +$3.69K +257 +129%
CAGAS
306
Capital Advisory Group Advisory Services
Minnesota
$4K +$7.17K +500 New
CA
307
Clearstead Advisors
Ohio
$4K +$7.17K +500 New
Marshall Wace
308
Marshall Wace
United Kingdom
$4K +$7.4K +516 New
HFM
309
Hartford Financial Management
Connecticut
$4K +$7.42K +517 New
APA
310
American Portfolios Advisors
New York
$3.93K -$574 -40 -8%
BCWM
311
Bartlett & Co Wealth Management
Ohio
$3.32K
GRP
312
Global Retirement Partners
California
$3K -$14 -1 -0.3%
BWA
313
Burt Wealth Advisors
Maryland
$3K
First Manhattan
314
First Manhattan
New York
$3K
RBC
315
Roble Belko & Company
Pennsylvania
$3K
RFM
316
Royal Fund Management
Florida
$3K
PA
317
Parallel Advisors
California
$3K +$158 +11 +3%
SFS
318
Sowell Financial Services
Arkansas
$3K +$1.3K +91 +30%
ST
319
Smithfield Trust
Pennsylvania
$3K +$4.45K +310 +310%
BWA
320
BDO Wealth Advisors
Florida
$3K +$4.52K +315 New
BC
321
Bartlett & Co
Ohio
$3K +$5.91K +412 New
GAM
322
Gemmer Asset Management
California
$2K -$689 -48 -18%
AF
323
Advisornet Financial
Minnesota
$2K
BWM
324
Baystate Wealth Management
Massachusetts
$2K
CFN
325
Cordasco Financial Network
Florida
$2K

UA Hedge Fund Activity: Q1 2020 in Review

403 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Under Armour Class C (UA) for Q1 2020, worth a combined $1.19B — down 62% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UA and 52 opened new positions — a net loss of 19 holders — while 131 trimmed existing stakes and 109 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $142M. The largest seller was Wellington Management Group, cutting an estimated $136M.

  • 403 institutional investors held Under Armour Class C (UA) as of Q1 2020, down from 428 in Q4 2019.
  • Funds reported $1.19B of Under Armour Class C stock for Q1 2020, down 62% quarter-over-quarter.
  • 52 funds opened new Under Armour Class C positions in Q1 2020 and 71 closed out, a net change of -19 holders.
  • The largest Under Armour Class C buyer in Q1 2020 was Lone Pine Capital, an estimated $142M added.
  • The largest Under Armour Class C seller in Q1 2020 was Wellington Management Group, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2020.