We are live on ! Find out more
WINA icon

Winmark

88 hedge funds and large institutions have $254M invested in Winmark in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

5.73% more ownership

Funds ownership: 45.65%51.39% (+5.7%)

4% more funds holding

Funds holding: 8588 (+3)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more capital invested

Capital invested by funds: $253M → $254M (+$894K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
29
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
51
Tiverton Asset Management
Delaware
$198K -$101K -766 -33%
SG Americas Securities
52
SG Americas Securities
New York
$192K +$196K +1,481 New
AIG
53
American International Group
New York
$188K -$16.7K -126 -8%
MIM
54
MetLife Investment Management
New Jersey
$148K +$151K +1,140 New
Bessemer Group
55
Bessemer Group
New Jersey
$142K +$39.7K +300 +38%
Bank of America
56
Bank of America
North Carolina
$120K +$50.6K +383 +70%
AF
57
Advisornet Financial
Minnesota
$113K +$116K +875 New
JIM
58
Jupiter Investment Management
United Kingdom
$112K
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$103K -$126K -953 -54%
MCIM
60
Meadow Creek Investment Management
Georgia
$79K -$40.5K -306 -33%
ASN
61
Advisory Services Network
Georgia
$75K -$2.25K -17 -3%
Legal & General Group
62
Legal & General Group
United Kingdom
$74K
TRCT
63
Tower Research Capital (TRC)
New York
$72K +$45.9K +347 +167%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$70.4K +$27.9K +211 +63%
EP
65
Elkfork Partners
Oregon
$65K -$33.3K -252 -33%
CS
66
Credential Securities
$61.2K +$6.61K +50 +12%
GHCM
67
Glen Harbor Capital Management
California
$51K -$26.2K -198 -33%
Barclays
68
Barclays
United Kingdom
$44K +$38.1K +288 +524%
Parallax Volatility Advisers
69
Parallax Volatility Advisers
California
$43K +$44.4K +336 New
NA
70
Neuburgh Advisers
California
$37K -$19K -144 -33%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$32K +$33K +250 New
AIP
72
Ameritas Investment Partners
Nebraska
$29K
Citigroup
73
Citigroup
New York
$26K +$26.6K +201 New
OIA
74
OneDigital Investment Advisors
Kansas
$25K
UBS Group
75
UBS Group
Switzerland
$23K -$119K -903 -84%

WINA Hedge Fund Activity: Q4 2017 in Review

88 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q4 2017, worth a combined $254M — up 0.35% from $253M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WINA positions and 10 closed out — a net gain of 3 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.17M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.4M.

  • 88 institutional investors held Winmark (WINA) as of Q4 2017, up from 85 in Q3 2017.
  • Funds reported $254M of Winmark stock for Q4 2017, up 0.35% quarter-over-quarter.
  • 13 funds opened new Winmark positions in Q4 2017 and 10 closed out, a net change of +3 holders.
  • The largest Winmark buyer in Q4 2017 was Royal Bank of Canada, an estimated $1.17M added.
  • The largest Winmark seller in Q4 2017 was T. Rowe Price Associates, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2017.