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
HWM
176
HB Wealth Management
Georgia
$275K +$1.2K +27 +0.3%
FRM
177
Fox Run Management
Connecticut
$265K +$342K +7,719 New
CWM
178
Connecticut Wealth Management
Connecticut
$256K
IA
179
IFP Advisors
Florida
$250K +$75.9K +1,715 +187%
BLAM
180
Bourne Lent Asset Management
New York
$248K
KI
181
Kula Investments
Illinois
$245K +$315K +7,125 New
LPL Financial
182
LPL Financial
California
$227K +$293K +6,610 New
JGC
183
J. Goldman & Co
New York
$226K +$291K +6,580 New
GC
184
Guggenheim Capital
Illinois
$218K +$281K +6,338 New
TSS
185
Two Sigma Securities
New York
$212K -$90.9K -2,052 -25%
B
186
BloombergSen
Ontario, Canada
$210K +$82.2K +1,856 +43%
Federated Hermes
187
Federated Hermes
Pennsylvania
$209K -$1.07M -24,262 -80%
Daiwa Securities Group
188
Daiwa Securities Group
Japan
$207K -$974 -22 -0.4%
HAM
189
Hyperion Asset Management
Australia
$184K
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$177K -$5.76K -130 -2%
US Bancorp
191
US Bancorp
Minnesota
$172K -$87.9K -1,985 -28%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$156K -$19.9K -450 -9%
EMG
193
ETF Managers Group
New Jersey
$140K +$181K +4,089 New
MIM
194
MetLife Investment Management
New Jersey
$125K +$398 +9 +0.2%
HT
195
Headlands Technologies
Illinois
$121K +$76.2K +1,721 +96%
BWM
196
Baystate Wealth Management
Massachusetts
$90.8K +$101K +2,282 +629%
WIM
197
WealthPlan Investment Management
Nebraska
$78.9K +$102K +2,297 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$57K -$14.8K -334 -17%
Osaic Holdings
199
Osaic Holdings
Arizona
$52.2K -$408K -9,217 -86%
FAM
200
Fred Alger Management
New York
$49.3K

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.