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WBA

Walgreens Boots Alliance

Delisted

WBA was delisted on the 27th of August, 2025.

1,304 hedge funds and large institutions have $37.5B invested in Walgreens Boots Alliance in 2018 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 526 increasing their positions, 463 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 463

1.64% more ownership

Funds ownership: 61.43%63.07% (+1.6%)

10% more call options, than puts

Call options by funds: $510M | Put options by funds: $465M

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,3151,304 (-11)

6% less capital invested

Capital invested by funds: $39.8B → $37.5B (-$2.31B)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

Holders
1,304
Holders Change
-11
Holders Change %
-0.84%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.48%
New
103
Increased
526
Reduced
463
Closed
101
Calls
$510M
Puts
$465M
Net Calls
+$45.5M
Net Calls Change
-$468M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1001
Moneta Group Investment Advisors
Missouri
$320K +$133K +2,068 +63%
CGA
1002
Crescent Grove Advisors
Illinois
$319K -$50.3K -781 -13%
AFM
1003
Andesa Financial Management
Pennsylvania
$318K -$135K -2,100 -28%
NL
1004
NWAM LLC
Washington
$318K +$342K +5,306 New
CCG
1005
Chatham Capital Group
Georgia
$317K
CF
1006
Copperwynd Financial
Arizona
$317K +$16.9K +263 +5%
VIA
1007
Vantage Investment Advisors
Pennsylvania
$314K -$4.15M -64,486 -93%
CC
1008
Courier Capital
New York
$314K +$11.7K +181 +4%
TC
1009
Truvestments Capital
Florida
$313K +$336K +5,218 New
SWA
1010
Sutton Wealth Advisors
Florida
$312K
MLFP
1011
MPS Loria Financial Planners
Illinois
$312K -$23.2K -361 -6%
MCM
1012
MAI Capital Management
Ohio
$311K
TCM
1013
Telos Capital Management
California
$311K
BCI
1014
Brinker Capital Investments
Pennsylvania
$311K +$18K +279 +6%
MAM
1015
Morse Asset Management
Connecticut
$309K
PCM
1016
Penserra Capital Management
California
$308K +$66.4K +1,031 +25%
QCIG
1017
Quad-Cities Investment Group
Iowa
$307K -$21.2K -329 -6%
ZIC
1018
ZWJ Investment Counsel
Georgia
$307K
WKWM
1019
Walter & Keenan Wealth Management
Indiana
$305K +$61.4K +954 +23%
FIMG
1020
Financial & Investment Management Group
Michigan
$301K
QCMC
1021
Quantum Capital Management (California)
California
$301K +$10.6K +165 +3%
SCM
1022
Shapiro Capital Management
Georgia
$300K +$322K +5,000 New
WJA
1023
Williams Jones & Associates
New York
$300K -$489K -7,599 -60%
SRC
1024
Shufro Rose & Co
New York
$300K -$64.4K -1,000 -17%
RMDI
1025
R.M. Davis Inc
Maine
$300K

WBA Hedge Fund Activity: Q2 2018 in Review

1,304 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q2 2018, worth a combined $37.5B — down 5.8% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new WBA positions and 101 closed out — a net gain of 2 holders — while 526 added to existing stakes and 463 trimmed.

The largest buyer was State Street, adding an estimated $418M. The largest seller was Wellington Management Group, cutting an estimated $540M.

  • 1,304 institutional investors held Walgreens Boots Alliance (WBA) as of Q2 2018, down from 1,315 in Q1 2018.
  • Funds reported $37.5B of Walgreens Boots Alliance stock for Q2 2018, down 5.8% quarter-over-quarter.
  • 103 funds opened new Walgreens Boots Alliance positions in Q2 2018 and 101 closed out, a net change of +2 holders.
  • The largest Walgreens Boots Alliance buyer in Q2 2018 was State Street, an estimated $418M added.
  • The largest Walgreens Boots Alliance seller in Q2 2018 was Wellington Management Group, an estimated $540M sold.

Based on aggregated 13F filings for Q2 2018.