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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
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$1.75K
RA
252
Rise Advisors
New York
$1.72K
FFA
253
Farther Finance Advisors
California
$1.37K
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$1.34K -$620 -14 -26%
FFA
255
Fairfield Financial Advisors
Massachusetts
$1.3K
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.27K
QC
257
Quent Capital
New York
$1.27K
HCP
258
Hexagon Capital Partners
Arkansas
$1.1K -$9.25K -209 -87%
SWM
259
Spire Wealth Management
Virginia
$1.05K -$5.98K -135 -81%
HFM
260
Harvest Fund Management
China
$1K
PMAM
261
Picton Mahoney Asset Management
Ontario, Canada
$1K +$44 +1 +6%
MIFH
262
Migdal Insurance & Financial Holdings
Israel
$1K +$974 +22 +183%
AAP
263
Arax Advisory Partners
Colorado
$962
EARNEST Partners
264
EARNEST Partners
Georgia
$962
SWA
265
Sutton Wealth Advisors
Florida
$927
TFP
266
Tilia Fiduciary Partners
North Carolina
$755
BAAM
267
Baker Avenue Asset Management
California
$687 -$664 -15 -43%
BWM
268
BerganKDV Wealth Management
Minnesota
$653
GRP
269
Global Retirement Partners
California
$626
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$481 +$620 +14 New
WT
271
Washington Trust
Rhode Island
$343
BCH
272
Berkshire Capital Holdings
California
$343 +$443 +10 New
JWA
273
JFS Wealth Advisors
Pennsylvania
$310 -$354 -8 -47%
GI
274
Gradient Investments
Minnesota
$309 +$398 +9 New
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
$286 +$12.2K +275 +3%

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.