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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
HIA
326
Harbor Investment Advisory
Maryland
-$18.6K -567 Closed
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
-$12K -392 Closed
USCWA
328
U.S. Capital Wealth Advisors
Texas
-$9.87K -300 Closed
DWP
329
Destiny Wealth Partners
Florida
-$6.58K -200 Closed
CFGS
330
Concourse Financial Group Securities
Alabama
-$4.87K -110 Closed
NSB
331
Norway Savings Bank
Maine
-$3.29K -100 Closed
MWM
332
MinichMacGregor Wealth Management
New York
-$1.64K -50 Closed
AWM
333
Accurate Wealth Management
Florida
-$1.77K -44 Closed
FGAM
334
Financial Gravity Asset Management
Texas
-$74 -33 Closed
MPCL
335
My Personal CFO LLC
Washington
-$724 -22 Closed
FA
336
Fiduciary Alliance
South Carolina
-$658 -20 Closed
MCC
337
Money Concepts Capital
Florida
-$658 -20 Closed
CAL
338
Capital Advisors Ltd
Ohio
-$531 -12 -50%
ZB
339
Zions Bancorporation
Utah
-$329 -10 Closed
ACM
340
AUA Capital Management
Pennsylvania
-$230 -7 Closed
WWM
341
Wolff Wiese Magana
California
-$164 -5 Closed
National Pension Service
342
National Pension Service
South Korea
-$132 -4 Closed
N
343
Natixis
France
-$132 -4 Closed
CQS
344
Credential Qtrade Securities
-$98 -3 Closed
SFG
345
Steward Financial Group
Texas
+$133 +3 +100%
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
+$177 +4 New
BTI
347
Blue Trust Inc
Georgia
+$664 +15 +167%

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.