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WGL

Wgl Holdings
WGL

Delisted

WGL was delisted on the 6th of July, 2018.

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253 hedge funds and large institutions have $2.2B invested in Wgl Holdings in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 75

6% less funds holding

Funds holding: 268 → 253 (-15)

15% less capital invested

Capital invested by funds: $2.58B → $2.2B (-$384M)

38% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 29

Holders
253
Holders Change
-15
Holders Change %
-5.6%
% of All Funds
6.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
91
Reduced
75
Closed
29
Calls
$552K
Puts
–
Net Calls
+$552K
Net Calls Change
-$150K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$21.2M
2
LM
Luminus Management
Texas
+$16.1M
3
Millennium Management
Millennium Management
New York
+$14.6M
4
BFA
BlackRock Fund Advisors
California
+$11.4M
5
RS
Robeco Schweiz
Switzerland
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$47.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$41.3M
3
N
Nuveen
North Carolina
-$15M
4
EA
Emerald Acquisition
Washington
-$11.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
176
Pacer Advisors
Pennsylvania
$289K +$38.9K +585 +15%
BTS
177
BB&T Securities
Virginia
$283K +$26.7K +401 +10%
IA
178
IFP Advisors
Florida
$270K -$12K -180 -4%
CCMINC
179
Cardinal Capital Management Inc (North Carolina)
North Carolina
$269K – – –
Squarepoint
180
Squarepoint
New York
$264K +$280K +4,206 New
CB
181
Community Bank
New York
$263K – – –
RWA
182
Ropes Wealth Advisors
Massachusetts
$259K – – –
BCM
183
BlueCrest Capital Management
Jersey
$253K +$268K +4,029 New
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$244K -$393K -5,906 -60%
SWP
185
Stratos Wealth Partners
Ohio
$244K -$10.5K -158 -4%
DG
186
Davidson & Garrard
Virginia
$243K – – –
HighTower Advisors
187
HighTower Advisors
Illinois
$242K +$49K +736 +24%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$235K -$3.39K -51 -1%
JMPWA
189
JP Morgan Private Wealth Advisors
California
$235K +$12.6K +189 +5%
WDA
190
Wendell David Associates
New Hampshire
$229K – – –
JG
191
Jefferies Group
New York
$223K -$83.2K -1,250 -26%
EWA
192
Exencial Wealth Advisors
Oklahoma
$222K – – –
PCMK
193
Paragon Capital Management (Kansas)
Kansas
$219K +$1.6K +24 +0.7%
WAM
194
World Asset Management
Michigan
$207K +$220K +3,302 New
LIA
195
LS Investment Advisors
Michigan
$206K +$17.5K +263 +9%
IIC
196
Integrated Investment Consultants
Michigan
$182K -$200 -3 -0.1%
NIT
197
NumerixS Investment Technologies
British Columbia, Canada
$169K +$180K +2,700 New
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
$166K -$221K -3,323 -56%
PCM
199
Prelude Capital Management
New York
$163K +$173K +2,600 New
WAM
200
Wealthspire Advisors (Maryland)
Maryland
$160K – – –
6 7
8
9 10

WGL Hedge Fund Activity: Q3 2016 in Review

253 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wgl Holdings (WGL) for Q3 2016, worth a combined $2.2B — down 15% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of WGL and 18 opened new positions — a net loss of 11 holders — while 75 trimmed existing stakes and 91 added.

The largest buyer was Invesco, adding an estimated $21.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.9M.

  • 253 institutional investors held Wgl Holdings (WGL) as of Q3 2016, down from 268 in Q2 2016.
  • Funds reported $2.2B of Wgl Holdings stock for Q3 2016, down 15% quarter-over-quarter.
  • 18 funds opened new Wgl Holdings positions in Q3 2016 and 29 closed out, a net change of -11 holders.
  • The largest Wgl Holdings buyer in Q3 2016 was Invesco, an estimated $21.2M added.
  • The largest Wgl Holdings seller in Q3 2016 was T. Rowe Price Associates, an estimated $47.9M sold.

Based on aggregated 13F filings for Q3 2016.