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Winmark

89 hedge funds and large institutions have $370M invested in Winmark in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

2.95% more ownership

Funds ownership: 53.94%56.89% (+3%)

2% more funds holding

Funds holding: 8789 (+2)

7% less capital invested

Capital invested by funds: $398M → $370M (-$27.1M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
10
Increased
28
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$1.4M -$537 -3 -0%
BG
27
Bahl & Gaynor
Ohio
$1.13M +$25.2K +141 +2%
Bessemer Group
28
Bessemer Group
New Jersey
$1.11M +$358K +2,000 +45%
OAM
29
Oxford Asset Management
United Kingdom
$1.09M -$275K -1,534 -20%
Man Group
30
Man Group
United Kingdom
$1.08M
Wells Fargo
31
Wells Fargo
California
$1.03M +$108K +601 +11%
Swiss National Bank
32
Swiss National Bank
Switzerland
$848K +$53.7K +300 +7%
Creative Planning
33
Creative Planning
Kansas
$782K +$808K +4,517 New
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$749K -$14.3K -80 -2%
LIC
35
Laurus Investment Counsel
Canada
$748K
ACA
36
Anchor Capital Advisors
Massachusetts
$734K +$759K +4,239 New
GIP
37
Granite Investment Partners
California
$657K -$595K -3,324 -47%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$652K -$25.1K -140 -4%
DA
39
Denali Advisors
California
$631K +$447K +2,496 +217%
SO
40
STRS Ohio
Ohio
$606K -$53.7K -300 -8%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$605K +$41.7K +233 +7%
US Bancorp
42
US Bancorp
Minnesota
$578K
WPC
43
White Pine Capital
Minnesota
$540K -$12K -67 -2%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$502K
JP Morgan Chase
45
JP Morgan Chase
New York
$422K -$36.3K -203 -8%
Bank of America
46
Bank of America
North Carolina
$385K +$192K +1,075 +94%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$381K +$24.9K +139 +7%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$364K
AllianceBernstein
49
AllianceBernstein
Tennessee
$317K +$17.9K +100 +6%
ZCM
50
Zebra Capital Management
Connecticut
$279K +$6.8K +38 +2%

WINA Hedge Fund Activity: Q2 2019 in Review

89 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q2 2019, worth a combined $370M — down 6.8% from $398M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WINA positions and 6 closed out — a net gain of 4 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $1.97M. The largest seller was Fenimore Asset Management, exiting entirely with an estimated $1.27M sold.

  • 89 institutional investors held Winmark (WINA) as of Q2 2019, up from 87 in Q1 2019.
  • Funds reported $370M of Winmark stock for Q2 2019, down 6.8% quarter-over-quarter.
  • 10 funds opened new Winmark positions in Q2 2019 and 6 closed out, a net change of +4 holders.
  • The largest Winmark buyer in Q2 2019 was BlackRock, an estimated $1.97M added.
  • The largest Winmark seller in Q2 2019 was Fenimore Asset Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2019.