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Workday

526 hedge funds and large institutions have $24.5B invested in Workday in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 187 increasing their positions, 150 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

131% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 48

25% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 150

21% more call options, than puts

Call options by funds: $616M | Put options by funds: $508M

12% more funds holding

Funds holding: 468526 (+58)

11% more capital invested

Capital invested by funds: $22B → $24.5B (+$2.49B)

1.48% less ownership

Funds ownership: 103.3%101.82% (-1.5%)

Holders
526
Holders Change
+58
Holders Change %
+12.39%
% of All Funds
11.72%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.49%
New
111
Increased
187
Reduced
150
Closed
48
Calls
$616M
Puts
$508M
Net Calls
+$108M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
451
Ameritas Investment Company
Nebraska
$27K +$23.9K +169 New
ME
452
McIlrath & Eck
Washington
$26K
CAPTRUST Financial Advisors
453
CAPTRUST Financial Advisors
North Carolina
$26K +$8.5K +60 +60%
LWANC
454
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$22.7K +160 New
CAM
455
Cresset Asset Management
Illinois
$26K +$22.8K +161 New
SWA
456
Sutton Wealth Advisors
Florida
$24.4K +$567 +4 +3%
LWM
457
Lenox Wealth Management
Ohio
$24K -$73.5K -519 -78%
HCM
458
Highlander Capital Management
New Jersey
$24K
THWM
459
Taylor Hoffman Wealth Management
Virginia
$24K +$21.1K +149 New
CTC
460
Central Trust Company
Missouri
$22K
HL
461
Harding Loevner
New Jersey
$22K
SFA
462
Semmax Financial Advisors
North Carolina
$19K +$16.6K +117 New
AF
463
Allworth Financial
California
$18K
AIM
464
Advantage Investment Management
Iowa
$16K -$5.67K -40 -29%
FCMT
465
Founders Capital Management (Texas)
Texas
$16K
PCFFS
466
Pacific Center for Financial Services
California
$16K
ACS
467
Archford Capital Strategies
Illinois
$16K +$14.2K +100 New
RCAG
468
Rehmann Capital Advisory Group
Michigan
$16K -$850 -6 -6%
HWM
469
Holloway Wealth Management
Florida
$15K
WCM
470
Whitener Capital Management
North Carolina
$15K
FCA
471
FinTrust Capital Advisors
South Carolina
$15K +$12.9K +91 New
SIAS
472
Shine Investment Advisory Services
Colorado
$15K +$13K +92 New
KPW
473
Kore Private Wealth
New York
$15K +$13.7K +97 New
AWM
474
Avior Wealth Management
Nebraska
$15K +$14.2K +100 New
JCM
475
Jacobi Capital Management
Pennsylvania
$13K

WDAY Hedge Fund Activity: Q4 2018 in Review

526 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2018, worth a combined $24.5B — up 11% from $22B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WDAY positions and 48 closed out — a net gain of 63 holders — while 187 added to existing stakes and 150 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $586M. The largest seller was Wellington Management Group, cutting an estimated $240M.

  • 526 institutional investors held Workday (WDAY) as of Q4 2018, up from 468 in Q3 2018.
  • Funds reported $24.5B of Workday stock for Q4 2018, up 11% quarter-over-quarter.
  • 111 funds opened new Workday positions in Q4 2018 and 48 closed out, a net change of +63 holders.
  • The largest Workday buyer in Q4 2018 was T. Rowe Price Associates, an estimated $586M added.
  • The largest Workday seller in Q4 2018 was Wellington Management Group, an estimated $240M sold.

Based on aggregated 13F filings for Q4 2018.