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Waldencast

54 hedge funds and large institutions have $169M invested in Waldencast in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

6% more funds holding

Funds holding: 5154 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.71% less ownership

Funds ownership: 26.39%25.68% (-0.71%)

42% less capital invested

Capital invested by funds: $292M → $169M (-$123M)

83% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 29

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
5
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZEP
1
Zeno Equity Partners
United Kingdom
$99.7M +$6M +780,000 +5%
TI
2
Truxt Investmentos
Brazil
$26.5M
MADR
3
Milestones Administradora de Recursos
Brazil
$13M
BlackRock
4
BlackRock
New York
$10.1M -$2.57M -334,277 -18%
NC
5
Naman Capital
Brazil
$6.5M
State Street
6
State Street
Massachusetts
$3.08M -$139K -18,041 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.91M -$11.9K -1,550 -0.3%
Northern Trust
8
Northern Trust
Illinois
$1.2M -$425K -55,181 -23%
Vanguard Group
9
Vanguard Group
Pennsylvania
$894K -$210K -27,317 -17%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$475K -$142K -18,483 -20%
Mariner
11
Mariner
Kansas
$472K +$559K +72,614 New
Charles Schwab
12
Charles Schwab
California
$411K -$154K -20,002 -24%
JP Morgan Chase
13
JP Morgan Chase
New York
$360K +$84.4K +10,970 +25%
Morgan Stanley
14
Morgan Stanley
New York
$296K -$800K -103,920 -70%
N
15
Nuveen
North Carolina
$278K
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$249K -$30.3K -3,937 -9%
Bank of America
17
Bank of America
North Carolina
$247K -$240K -31,244 -45%
UBS Group
18
UBS Group
Switzerland
$195K -$47.6K -6,186 -17%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$189K +$146K +18,996 New
Millennium Management
20
Millennium Management
New York
$170K +$201K +26,154 New
Barclays
21
Barclays
United Kingdom
$157K -$197K -25,584 -52%
BFG
22
Bleakley Financial Group
New Jersey
$142K +$168K +21,853 New
SW
23
Simplicity Wealth
New Jersey
$142K +$168K +21,853 New
YIH
24
Y-Intercept (HK)
Hong Kong
$137K +$163K +21,149 New
MIM
25
MetLife Investment Management
New Jersey
$131K

WALD Hedge Fund Activity: Q1 2024 in Review

54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Waldencast (WALD) for Q1 2024, worth a combined $169M — down 42% from $292M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WALD positions and 8 closed out — a net gain of 3 holders — while 5 added to existing stakes and 29 trimmed.

The largest buyer was Zeno Equity Partners, adding an estimated $6M. The largest seller was Dynamo Internacional Gestao de Recursos, exiting entirely with an estimated $8.86M sold.

  • 54 institutional investors held Waldencast (WALD) as of Q1 2024, up from 51 in Q4 2023.
  • Funds reported $169M of Waldencast stock for Q1 2024, down 42% quarter-over-quarter.
  • 11 funds opened new Waldencast positions in Q1 2024 and 8 closed out, a net change of +3 holders.
  • The largest Waldencast buyer in Q1 2024 was Zeno Equity Partners, an estimated $6M added.
  • The largest Waldencast seller in Q1 2024 was Dynamo Internacional Gestao de Recursos, an estimated $8.86M sold.

Based on aggregated 13F filings for Q1 2024.