We are live on ! Find out more

278 hedge funds and large institutions have $4.51B invested in Wayfair in 2020 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 82 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

27% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 82

2.65% more ownership

Funds ownership: 122.79%125.45% (+2.7%)

7% less funds holding

Funds holding: 299278 (-21)

17% less call options, than puts

Call options by funds: $293M | Put options by funds: $353M

24% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 70

38% less capital invested

Capital invested by funds: $7.3B → $4.51B (-$2.78B)

Holders
278
Holders Change
-21
Holders Change %
-7.02%
% of All Funds
6.12%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.33%
New
53
Increased
104
Reduced
82
Closed
70
Calls
$293M
Puts
$353M
Net Calls
-$59.5M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$538M +$16.1M +210,920 +2%
SHIM
2
Spruce House Investment Management
New York
$387M +$19.1M +250,000 +4%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$330M -$1.21M -15,841 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$303M +$11.4M +149,565 +3%
RCG
5
Ruane, Cunniff & Goldfarb
New York
$276M +$90.1M +1,177,182 +29%
Morgan Stanley
6
Morgan Stanley
New York
$255M +$97.6M +1,275,068 +36%
BCM
7
Bares Capital Management
Texas
$254M +$26.5M +345,873 +8%
PGP
8
Prescott General Partners
Florida
$248M +$85.9M +1,122,496 +32%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$174M +$74.2M +969,834 +42%
BlackRock
10
BlackRock
New York
$170M +$1.32M +17,299 +0.5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$78M -$102M -1,334,956 -48%
State Street
12
State Street
Massachusetts
$70.2M +$3.56M +46,501 +4%
NCM
13
Nantahala Capital Management
Connecticut
$69.9M +$72.3M +945,000 +260%
Grantham, Mayo, Van Otterloo & Co (GMO)
14
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$69.2M +$47.7M +623,098 +93%
WRCM
15
Whale Rock Capital Management
Massachusetts
$68.2M -$7.94M -103,722 -8%
Goldman Sachs
16
Goldman Sachs
New York
$63.4M -$24.9M -325,668 -22%
LSCM
17
Light Street Capital Management
California
$61.8M +$88.5M +1,156,298 New
UBS AM
18
UBS AM
Illinois
$60.4M +$49M +639,853 +130%
AIM
19
Allen Investment Management
New York
$58.6M
Bank of America
20
Bank of America
North Carolina
$53.5M +$6.57M +85,829 +9%
Citigroup
21
Citigroup
New York
$45.5M +$9.13M +119,241 +16%
GHP
22
Great Hill Partners
Massachusetts
$44.3M +$63.5M +829,510 New
CCM
23
Cadian Capital Management
New York
$42.5M +$37.9M +495,175 +165%
JP Morgan Chase
24
JP Morgan Chase
New York
$41.5M -$21.5M -281,014 -27%
Capital World Investors
25
Capital World Investors
California
$38.6M +$31.8M +416,000 +135%

W Hedge Fund Activity: Q1 2020 in Review

278 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Wayfair (W) for Q1 2020, worth a combined $4.51B — down 38% from $7.3B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of W and 53 opened new positions — a net loss of 17 holders — while 82 trimmed existing stakes and 104 added.

The largest buyer was Morgan Stanley, adding an estimated $97.6M. The largest seller was Principal Financial Group, exiting entirely with an estimated $187M sold.

  • 278 institutional investors held Wayfair (W) as of Q1 2020, down from 299 in Q4 2019.
  • Funds reported $4.51B of Wayfair stock for Q1 2020, down 38% quarter-over-quarter.
  • 53 funds opened new Wayfair positions in Q1 2020 and 70 closed out, a net change of -17 holders.
  • The largest Wayfair buyer in Q1 2020 was Morgan Stanley, an estimated $97.6M added.
  • The largest Wayfair seller in Q1 2020 was Principal Financial Group, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2020.