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Workday

468 hedge funds and large institutions have $22B invested in Workday in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $582M | Put options by funds: $314M

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

23% more capital invested

Capital invested by funds: $17.9B → $22B (+$4.15B)

6% more funds holding

Funds holding: 441468 (+27)

2.19% more ownership

Funds ownership: 101.11%103.3% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 152

Holders
468
Holders Change
+27
Holders Change %
+6.12%
% of All Funds
10.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
77
Increased
158
Reduced
152
Closed
48
Calls
$582M
Puts
$314M
Net Calls
+$267M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
SeaCrest Wealth Management
New York
$35K +$12.9K +93 +62%
KTC
402
Kistler-Tiffany Companies
Pennsylvania
$31K
MIM
403
MetLife Investment Management
New Jersey
$29.2K +$27.8K +200 New
FHA
404
Flagship Harbor Advisors
Massachusetts
$29K -$7.92K -57 -22%
AF
405
Advisornet Financial
Minnesota
$29K
LWCFA
406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K
SSB
407
Sandy Spring Bank
Maryland
$29K
CBOA
408
Commonwealth Bank of Australia
Australia
$28K
FANJ
409
Financial Architects (New Jersey)
New Jersey
$27K -$6.81K -49 -21%
AAM
410
Advisors Asset Management
Colorado
$25K +$23.6K +170 New
LA
411
Legacy Advisors
Pennsylvania
$24K
ME
412
McIlrath & Eck
Washington
$24K
FPFS
413
First Personal Financial Services
North Carolina
$24K +$5K +36 +28%
PCM
414
Penserra Capital Management
California
$24K +$23.3K +168 New
APA
415
American Portfolios Advisors
New York
$23.4K -$1.39K -10 -6%
HCM
416
Highlander Capital Management
New Jersey
$22K
CBT
417
Capital Bank & Trust
California
$22K +$21K +151 New
SWA
418
Sutton Wealth Advisors
Florida
$21.8K
HWM
419
Holloway Wealth Management
Florida
$21K
AIM
420
Advantage Investment Management
Iowa
$20K -$695 -5 -3%
S
421
SignatureFD
Georgia
$20K -$139 -1 -0.7%
HL
422
Harding Loevner
New Jersey
$20K
CTC
423
Central Trust Company
Missouri
$20K +$19.2K +138 New
AF
424
Allworth Financial
California
$16K
VEA
425
Virtus ETF Advisers
New York
$16K

WDAY Hedge Fund Activity: Q3 2018 in Review

468 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q3 2018, worth a combined $22B — up 23% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WDAY positions and 48 closed out — a net gain of 29 holders — while 158 added to existing stakes and 152 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $397M. The largest seller was T. Rowe Price Associates, cutting an estimated $199M.

  • 468 institutional investors held Workday (WDAY) as of Q3 2018, up from 441 in Q2 2018.
  • Funds reported $22B of Workday stock for Q3 2018, up 23% quarter-over-quarter.
  • 77 funds opened new Workday positions in Q3 2018 and 48 closed out, a net change of +29 holders.
  • The largest Workday buyer in Q3 2018 was Capital Research Global Investors, an estimated $397M added.
  • The largest Workday seller in Q3 2018 was T. Rowe Price Associates, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2018.