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WGL

Wgl Holdings
WGL

Delisted

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

265 hedge funds and large institutions have $3.25B invested in Wgl Holdings in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $3.11B → $3.25B (+$139M)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 268265 (-3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.27M

Holders
265
Holders Change
-3
Holders Change %
-1.12%
% of All Funds
6.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
85
Reduced
86
Closed
25
Calls
Puts
$1.27M
Net Calls
-$1.27M
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
WDA
176
Wendell David Associates
New Hampshire
$397K +$90.1K +1,067 +29%
BF
177
BOK Financial
Oklahoma
$392K +$394K +4,665 New
COI
178
Connable Office Inc
Michigan
$388K -$28.8K -341 -7%
TRCT
179
Tower Research Capital (TRC)
New York
$369K +$366K +4,337 +10,578%
SWP
180
Stratos Wealth Partners
Ohio
$363K +$3.21K +38 +0.9%
IA
181
IFP Advisors
Florida
$362K +$3.8K +45 +1%
CCMINC
182
Cardinal Capital Management Inc (North Carolina)
North Carolina
$360K
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$359K +$21.5K +254 +6%
CGH
184
Crossmark Global Holdings
Texas
$358K +$359K +4,256 New
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$356K +$11.5K +136 +3%
CB
186
Community Bank
New York
$354K
RWA
187
Ropes Wealth Advisors
Massachusetts
$348K
JMPWA
188
JP Morgan Private Wealth Advisors
California
$346K
AA
189
Ancora Advisors
Ohio
$337K +$84.5K +1,000 +33%
RQS
190
Ramsey Quantitative Systems
Kentucky
$336K +$16.6K +196 +3%
LIA
191
LS Investment Advisors
Michigan
$331K -$4.14K -49 -1%
Members Trust
192
Members Trust
Florida
$330K
DG
193
Davidson & Garrard
Virginia
$326K
SCM
194
Shelton Capital Management
Colorado
$325K
HIMC
195
Heritage Investors Management Corp
Maryland
$320K +$93.9K +1,112 +41%
HighTower Advisors
196
HighTower Advisors
Illinois
$319K -$153K -1,814 -32%
SPIA
197
Steward Partners Investment Advisory
New York
$312K +$169 +2 +0.1%
PCMK
198
Paragon Capital Management (Kansas)
Kansas
$302K +$1.77K +21 +0.6%
RJA
199
Raymond James & Associates
Florida
$297K +$25.3K +300 +9%
HFS
200
HL Financial Services
Kentucky
$288K -$107K -1,269 -27%

WGL Hedge Fund Activity: Q3 2017 in Review

265 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Wgl Holdings (WGL) for Q3 2017, worth a combined $3.25B — up 4.5% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WGL and 24 opened new positions — a net loss of 1 holder — while 86 trimmed existing stakes and 85 added.

The largest buyer was AQR Arbitrage, adding an estimated $60.6M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), exiting entirely with an estimated $28.2M sold.

  • 265 institutional investors held Wgl Holdings (WGL) as of Q3 2017, down from 268 in Q2 2017.
  • Funds reported $3.25B of Wgl Holdings stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 24 funds opened new Wgl Holdings positions in Q3 2017 and 25 closed out, a net change of -1 holder.
  • The largest Wgl Holdings buyer in Q3 2017 was AQR Arbitrage, an estimated $60.6M added.
  • The largest Wgl Holdings seller in Q3 2017 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2017.