We are live on ! Find out more

287 hedge funds and large institutions have $3.43B invested in Wayfair in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 93 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $3.28B → $3.43B (+$154M)

5% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 93

4% less funds holding

Funds holding: 300287 (-13)

4.79% less ownership

Funds ownership: 122.25%117.46% (-4.8%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

15% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 60

54% less call options, than puts

Call options by funds: $461M | Put options by funds: $993M

Holders
287
Holders Change
-13
Holders Change %
-4.33%
% of All Funds
4.57%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
51
Increased
88
Reduced
93
Closed
60
Calls
$461M
Puts
$993M
Net Calls
-$532M
Net Calls Change
-$408M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$6.08K -$3.14K -71 -29%
FWM
227
Focused Wealth Management
New York
$6.04K -$89 -2 -1%
NFSG
228
Newbridge Financial Services Group
Florida
$5.84K
TWC
229
TD Waterhouse Canada
Ontario, Canada
$5.61K
EWA
230
EverSource Wealth Advisors
Alabama
$5.36K -$2.35K -53 -25%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$5.29K -$1.33K -30 -16%
BFEC
232
Benjamin F. Edwards & Company
Missouri
$5K
EI
233
Ellevest Inc
New York
$4.5K -$16.1K -364 -74%
CFO
234
CVA Family Office
Colorado
$4.29K -$10.8K -245 -66%
KFS
235
Kelly Financial Services
Massachusetts
$4.29K
AAS
236
Ameritas Advisory Services
Nebraska
$3.7K +$4.43K +100 New
BIA
237
Bell Investment Advisors
California
$3.61K -$708 -16 -13%
ATC
238
Adirondack Trust Company
New York
$3.43K
BC
239
Barrett & Company
Rhode Island
$3.43K
WTA
240
Washington Trust Advisors
Massachusetts
$3.43K
GWSG
241
GPS Wealth Strategies Group
Colorado
$3.43K +$4.43K +100 New
MC
242
Machina Capital
France
$3.43K +$4.43K +100 New
BWL
243
Bogart Wealth LLC
Virginia
$3.37K +$443 +10 +11%
TPCW
244
TD Private Client Wealth
New York
$2.85K +$221 +5 +6%
HI
245
Harbour Investments
Wisconsin
$2.4K
AWM
246
Activest Wealth Management
Florida
$2.08K -$5.09K -115 -64%
CWM
247
CarsonAllaria Wealth Management
Illinois
$2.06K +$1.11K +25 +71%
TFGT
248
TS Financial Group (TSFG)
Illinois
$2K
HNB
249
Huntington National Bank
Ohio
$1.99K +$2.52K +57 +5,700%
GFWA
250
Grey Fox Wealth Advisors
Delaware
$1.82K

W Hedge Fund Activity: Q1 2023 in Review

287 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Wayfair (W) for Q1 2023, worth a combined $3.43B — up 4.7% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of W and 51 opened new positions — a net loss of 9 holders — while 93 trimmed existing stakes and 88 added.

The largest buyer was Millennium Management, adding an estimated $66.3M. The largest seller was Holocene Advisors, cutting an estimated $94.7M.

  • 287 institutional investors held Wayfair (W) as of Q1 2023, down from 300 in Q4 2022.
  • Funds reported $3.43B of Wayfair stock for Q1 2023, up 4.7% quarter-over-quarter.
  • 51 funds opened new Wayfair positions in Q1 2023 and 60 closed out, a net change of -9 holders.
  • The largest Wayfair buyer in Q1 2023 was Millennium Management, an estimated $66.3M added.
  • The largest Wayfair seller in Q1 2023 was Holocene Advisors, an estimated $94.7M sold.

Based on aggregated 13F filings for Q1 2023.