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WGL

Wgl Holdings
WGL

Delisted

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

267 hedge funds and large institutions have $3.06B invested in Wgl Holdings in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 87

4% less funds holding

Funds holding: 277267 (-10)

6% less capital invested

Capital invested by funds: $3.25B → $3.06B (-$190M)

24% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 37

34% less call options, than puts

Call options by funds: $713K | Put options by funds: $1.08M

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
267
Holders Change
-10
Holders Change %
-3.61%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
28
Increased
86
Reduced
87
Closed
37
Calls
$713K
Puts
$1.08M
Net Calls
-$363K
Net Calls Change
+$986K
Name Holding Trade Value Shares
Change
Change in
Stake
CCMINC
176
Cardinal Capital Management Inc (North Carolina)
North Carolina
$358K
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$356K +$168 +2 +0%
CGH
178
Crossmark Global Holdings
Texas
$352K -$31.3K -372 -8%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$339K -$1.01K -12 -0.3%
RWA
180
Ropes Wealth Advisors
Massachusetts
$337K -$8.4K -100 -2%
HIMC
181
Heritage Investors Management Corp
Maryland
$335K +$17.1K +203 +5%
Members Trust
182
Members Trust
Florida
$328K
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$320K +$117K +1,393 +59%
RJA
184
Raymond James & Associates
Florida
$314K +$1.26K +15 +0.4%
SPIA
185
Steward Partners Investment Advisory
New York
$308K +$8.65K +103 +3%
PCMK
186
Paragon Capital Management (Kansas)
Kansas
$304K +$1.85K +22 +0.6%
SCM
187
Shelton Capital Management
Colorado
$303K -$19.7K -235 -6%
IA
188
IFP Advisors
Florida
$303K
CB
189
Community Bank
New York
$301K -$16.8K -200 -5%
QSS
190
Quantitative Systematic Strategies
Florida
$296K +$297K +3,537 New
THWM
191
Taylor Hoffman Wealth Management
Virginia
$289K
HighTower Advisors
192
HighTower Advisors
Illinois
$288K -$29.4K -350 -9%
SBSB
193
Sullivan, Bruyette, Speros & Blaney
Virginia
$284K
HFS
194
HL Financial Services
Kentucky
$270K -$16.6K -197 -6%
IIC
195
Integrated Investment Consultants
Michigan
$257K +$258K +3,071 New
SB
196
Suntrust Banks
Georgia
$253K +$8.49K +101 +3%
LIA
197
LS Investment Advisors
Michigan
$245K -$19.7K -235 -7%
CAN
198
Cetera Advisor Networks
California
$244K +$11.8K +141 +5%
FMW
199
Farr Miller & Washington
District of Columbia
$235K +$236K +2,813 New
Baird Financial Group
200
Baird Financial Group
Wisconsin
$229K -$142K -1,691 -38%

WGL Hedge Fund Activity: Q1 2018 in Review

267 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Wgl Holdings (WGL) for Q1 2018, worth a combined $3.06B — down 5.9% from $3.25B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of WGL and 28 opened new positions — a net loss of 9 holders — while 87 trimmed existing stakes and 86 added.

The largest buyer was Magnetar Financial, adding an estimated $20.9M. The largest seller was Fidelity Investments, exiting entirely with an estimated $42.1M sold.

  • 267 institutional investors held Wgl Holdings (WGL) as of Q1 2018, down from 277 in Q4 2017.
  • Funds reported $3.06B of Wgl Holdings stock for Q1 2018, down 5.9% quarter-over-quarter.
  • 28 funds opened new Wgl Holdings positions in Q1 2018 and 37 closed out, a net change of -9 holders.
  • The largest Wgl Holdings buyer in Q1 2018 was Magnetar Financial, an estimated $20.9M added.
  • The largest Wgl Holdings seller in Q1 2018 was Fidelity Investments, an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2018.