We are live on ! Find out more
WALD icon

Waldencast

36 hedge funds and large institutions have $147M invested in Waldencast in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

177% more funds holding

Funds holding: 1336 (+23)

0.52% more ownership

Funds ownership: 26.59%27.11% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

20% less capital invested

Capital invested by funds: $184M → $147M (-$37.4M)

Holders
36
Holders Change
+23
Holders Change %
+176.92%
% of All Funds
0.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
5
Reduced
1
Closed
2
Calls
$564K
Puts
Net Calls
+$564K
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
DIGDR
1
Dynamo Internacional Gestao de Recursos
Brazil
$79.1M
TI
2
Truxt Investmentos
Brazil
$31.5M -$8.16M -884,454 -18%
MADR
3
Milestones Administradora de Recursos
Brazil
$15.5M
NC
4
Naman Capital
Brazil
$7.73M
BlackRock
5
BlackRock
New York
$5.49M +$6.55M +710,443 New
State Street
6
State Street
Massachusetts
$1.76M +$2.1M +228,038 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.63M +$1.84M +199,271 +1,777%
Northern Trust
8
Northern Trust
Illinois
$965K +$1.15M +124,775 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$634K +$757K +82,018 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$385K +$459K +49,767 New
Charles Schwab
11
Charles Schwab
California
$354K +$423K +45,804 New
N
12
Nuveen
North Carolina
$280K +$334K +36,207 New
Bank of America
13
Bank of America
North Carolina
$204K +$241K +26,096 +9,811%
Goldman Sachs
14
Goldman Sachs
New York
$186K +$222K +24,074 New
JP Morgan Chase
15
JP Morgan Chase
New York
$184K +$220K +23,828 New
Morgan Stanley
16
Morgan Stanley
New York
$168K +$181K +19,581 +932%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$154K +$184K +19,895 New
UBS Group
18
UBS Group
Switzerland
$91K +$99.5K +10,790 +1,093%
MIM
19
MetLife Investment Management
New Jersey
$86.8K +$104K +11,235 New
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$86.8K +$104K +11,234 New
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$82.7K +$98.7K +10,700 New
Millennium Management
22
Millennium Management
New York
$78.6K +$93.8K +10,170 New
AIG
23
American International Group
New York
$74.6K +$89K +9,646 New
Wells Fargo
24
Wells Fargo
California
$57.9K +$69.1K +7,491 New
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$51.5K +$61.5K +6,667 New

WALD Hedge Fund Activity: Q2 2023 in Review

36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Waldencast (WALD) for Q2 2023, worth a combined $147M — down 20% from $184M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WALD positions and 2 closed out — a net gain of 23 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $6.55M. The largest seller was Truxt Investmentos, cutting an estimated $8.16M.

  • 36 institutional investors held Waldencast (WALD) as of Q2 2023, up from 13 in Q1 2023.
  • Funds reported $147M of Waldencast stock for Q2 2023, down 20% quarter-over-quarter.
  • 25 funds opened new Waldencast positions in Q2 2023 and 2 closed out, a net change of +23 holders.
  • The largest Waldencast buyer in Q2 2023 was BlackRock, an estimated $6.55M added.
  • The largest Waldencast seller in Q2 2023 was Truxt Investmentos, an estimated $8.16M sold.

Based on aggregated 13F filings for Q2 2023.