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354 hedge funds and large institutions have $6.94B invested in Wayfair in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 115 increasing their positions, 111 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

9% more funds holding

Funds holding: 325354 (+29)

7% more capital invested

Capital invested by funds: $6.5B → $6.94B (+$440M)

4% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 111

0.11% less ownership

Funds ownership: 118.56%118.45% (-0.11%)

18% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.32B

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
354
Holders Change
+29
Holders Change %
+8.92%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
82
Increased
115
Reduced
111
Closed
50
Calls
$1.08B
Puts
$1.32B
Net Calls
-$239M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
301
TD Waterhouse Canada
Ontario, Canada
$8.66K
EWA
302
EverSource Wealth Advisors
Alabama
$8.64K -$836 -16 -10%
QC
303
Quent Capital
New York
$8.64K +$2.72K +52 +59%
GWS
304
Glassman Wealth Services
Virginia
$8.33K -$2.51K -48 -26%
CI Investments Inc
305
CI Investments Inc
Ontario, Canada
$8K +$784 +15 +13%
KFS
306
Kelly Financial Services
Massachusetts
$7.71K
CFO
307
CVA Family Office
Colorado
$7.71K +$6.53K +125 New
BC
308
Barrett & Company
Rhode Island
$6.17K
GWSG
309
GPS Wealth Strategies Group
Colorado
$6.17K
ATC
310
Adirondack Trust Company
New York
$5.96K
VNA
311
Valley National Advisers
Pennsylvania
$5K +$4.44K +85 New
RS
312
Rakuten Securities
Japan
$4.63K +$3.92K +75 New
BIA
313
Bell Investment Advisors
California
$4.44K -$1.73K -33 -31%
PS
314
Principal Securities
Iowa
$4.2K +$3.55K +68 New
BWL
315
Bogart Wealth LLC
Virginia
$3.89K -$1.83K -35 -36%
CWM
316
CarsonAllaria Wealth Management
Illinois
$3.7K -$1.57K -30 -33%
FP
317
Financial Perspectives
Minnesota
$3.52K +$2.98K +57 New
HCP
318
Hexagon Capital Partners
Arkansas
$3.08K -$1.36K -26 -34%
RCM
319
Raleigh Capital Management
North Carolina
$3.08K +$2.61K +50 New
RIL
320
Rothschild Investment LLC
Illinois
$3.08K +$2.61K +50 New
TFGT
321
TS Financial Group (TSFG)
Illinois
$3K
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$2.59K
MIM
323
Macroview Investment Management
Maryland
$2.47K -$7.06K -135 -77%
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$2.41K
RA
325
Rise Advisors
New York
$2.41K

W Hedge Fund Activity: Q4 2023 in Review

354 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Wayfair (W) for Q4 2023, worth a combined $6.94B — up 6.8% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new W positions and 50 closed out — a net gain of 32 holders — while 115 added to existing stakes and 111 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $115M. The largest seller was Barclays, cutting an estimated $77.4M.

  • 354 institutional investors held Wayfair (W) as of Q4 2023, up from 325 in Q3 2023.
  • Funds reported $6.94B of Wayfair stock for Q4 2023, up 6.8% quarter-over-quarter.
  • 82 funds opened new Wayfair positions in Q4 2023 and 50 closed out, a net change of +32 holders.
  • The largest Wayfair buyer in Q4 2023 was AllianceBernstein, an estimated $115M added.
  • The largest Wayfair seller in Q4 2023 was Barclays, an estimated $77.4M sold.

Based on aggregated 13F filings for Q4 2023.