We are live on ! Find out more

449 hedge funds and large institutions have $27.5B invested in Wayfair in 2021 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 149 increasing their positions, 133 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 62

56% more capital invested

Capital invested by funds: $17.6B → $27.5B (+$9.84B)

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

12% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 133

10% more funds holding

Funds holding: 407449 (+42)

6.51% more ownership

Funds ownership: 106.86%113.37% (+6.5%)

5% more call options, than puts

Call options by funds: $2.02B | Put options by funds: $1.93B

Holders
449
Holders Change
+42
Holders Change %
+10.32%
% of All Funds
7.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
109
Increased
149
Reduced
133
Closed
62
Calls
$2.02B
Puts
$1.93B
Net Calls
+$87.8M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
401
Meeder Asset Management
Ohio
$18K -$2.36K -8 -12%
Loomis, Sayles & Company
402
Loomis, Sayles & Company
Massachusetts
$16K -$7.67K -26 -33%
SFPG
403
Stonebridge Financial Planning Group
Florida
$16K
MIFH
404
Migdal Insurance & Financial Holdings
Israel
$15K -$295 -1 -2%
ADIM
405
Alpha DNA Investment Management
Maryland
$14K -$8.56K -29 -38%
GWMIA
406
Global Wealth Management Investment Advisory
Florida
$14K
PSB
407
Piscataqua Savings Bank
New Hampshire
$13K +$11.8K +40 New
LC
408
Lindbrook Capital
California
$12K +$1.18K +4 +11%
TCWM
409
Total Clarity Wealth Management
Illinois
$12K +$10.9K +37 New
SOW
410
State of Wyoming
Wyoming
$12K +$11.2K +38 New
AWM
411
Activest Wealth Management
Florida
$12K +$11.5K +39 New
GWS
412
Glassman Wealth Services
Virginia
$11K +$2.36K +8 +29%
HR
413
Howe & Rusling
New York
$10K
EARNEST Partners
414
EARNEST Partners
Georgia
$9K
VFA
415
Valeo Financial Advisors
Indiana
$9K
SSB
416
Sandy Spring Bank
Maryland
$9K +$8.56K +29 New
BWA
417
BDO Wealth Advisors
Florida
$8K +$7.38K +25 New
AWM
418
Avior Wealth Management
Nebraska
$7K
PK
419
Pflug Koory
Nebraska
$7K
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$3.25K +11 +122%
TWA
421
TCI Wealth Advisors
Arizona
$7K +$6.79K +23 New
VNA
422
Valley National Advisers
Pennsylvania
$6K +$5.31K +18 New
SIM
423
Sonora Investment Management
Arizona
$5K
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$5K +$590 +2 +14%
PFBT
425
Parkside Financial Bank & Trust
Missouri
$5K +$2.07K +7 +100%

W Hedge Fund Activity: Q1 2021 in Review

449 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wayfair (W) for Q1 2021, worth a combined $27.5B — up 56% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new W positions and 62 closed out — a net gain of 47 holders — while 149 added to existing stakes and 133 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $475M. The largest seller was D.E. Shaw & Co, cutting an estimated $189M.

  • 449 institutional investors held Wayfair (W) as of Q1 2021, up from 407 in Q4 2020.
  • Funds reported $27.5B of Wayfair stock for Q1 2021, up 56% quarter-over-quarter.
  • 109 funds opened new Wayfair positions in Q1 2021 and 62 closed out, a net change of +47 holders.
  • The largest Wayfair buyer in Q1 2021 was Whale Rock Capital Management, an estimated $475M added.
  • The largest Wayfair seller in Q1 2021 was D.E. Shaw & Co, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2021.