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Winmark

63 hedge funds and large institutions have $143M invested in Winmark in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more capital invested

Capital invested by funds: $122M → $143M (+$20.9M)

13% more funds holding

Funds holding: 5663 (+7)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
24
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPAM
26
Murphy Pohlad Asset Management
Minnesota
$519K
Citadel Advisors
27
Citadel Advisors
Florida
$480K -$65.2K -703 -13%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$399K -$21.4K -231 -5%
MAM
29
Martingale Asset Management
Massachusetts
$345K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$342K +$96.8K +1,043 +43%
TA
31
Teachers Advisors
New York
$341K +$5.84K +63 +2%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$318K -$18.5K -199 -6%
M&T Bank
33
M&T Bank
New York
$291K -$3.06K -33 -1%
GI
34
GAMCO Investors
Connecticut
$286K -$101K -1,092 -27%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$252K +$237K +2,556 New
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$251K +$236K +2,549 New
Goldman Sachs
37
Goldman Sachs
New York
$237K +$223K +2,403 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$228K -$23.8K -256 -10%
Swiss National Bank
39
Swiss National Bank
Switzerland
$217K
Two Sigma Advisers
40
Two Sigma Advisers
New York
$207K +$195K +2,100 New
MLICM
41
Metropolitan Life Insurance Company (MetLife)
New York
$172K -$36.2K -390 -18%
BA
42
BlackRock Advisors
Delaware
$166K +$1.67K +18 +1%
NFA
43
Nationwide Fund Advisors
Ohio
$142K -$25.8K -278 -16%
AIG
44
American International Group
New York
$128K -$16.6K -179 -12%
Morgan Stanley
45
Morgan Stanley
New York
$100K -$402K -4,328 -81%
Deutsche Bank
46
Deutsche Bank
Germany
$52K +$49K +528 +10,560%
BG
47
BlackRock Group
United Kingdom
$51K
TRCT
48
Tower Research Capital (TRC)
New York
$47K +$44.9K +484 New
US Bancorp
49
US Bancorp
Minnesota
$42K +$2.23K +24 +6%
UBS Group
50
UBS Group
Switzerland
$40K -$6.68K -72 -15%

WINA Hedge Fund Activity: Q2 2015 in Review

63 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q2 2015, worth a combined $143M — up 17% from $122M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WINA positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $4.98M. The largest seller was BlackRock Fund Advisors, cutting an estimated $702K.

  • 63 institutional investors held Winmark (WINA) as of Q2 2015, up from 56 in Q1 2015.
  • Funds reported $143M of Winmark stock for Q2 2015, up 17% quarter-over-quarter.
  • 10 funds opened new Winmark positions in Q2 2015 and 3 closed out, a net change of +7 holders.
  • The largest Winmark buyer in Q2 2015 was T. Rowe Price Associates, an estimated $4.98M added.
  • The largest Winmark seller in Q2 2015 was BlackRock Fund Advisors, an estimated $702K sold.

Based on aggregated 13F filings for Q2 2015.