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Winmark

51 hedge funds and large institutions have $112M invested in Winmark in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 5951 (-8)

20% less capital invested

Capital invested by funds: $140M → $112M (-$28M)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
51
Holders Change
-8
Holders Change %
-13.56%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
23
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bares Capital Management
Texas
$63M -$106K -1,302 -0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.6M +$352K +4,334 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.45M +$520K +6,400 +7%
BFA
4
BlackRock Fund Advisors
California
$4.78M +$157K +1,926 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.59M +$140K +1,724 +3%
State Street
6
State Street
Massachusetts
$2.51M +$138K +1,694 +5%
Northern Trust
7
Northern Trust
Illinois
$2.48M -$189K -2,328 -7%
BIT
8
BlackRock Institutional Trust
California
$1.75M +$25.6K +315 +1%
WA
9
WFG Advisors
Texas
$1.58M +$341K +4,193 +25%
TC
10
TFS Capital
Pennsylvania
$1.43M -$457K -5,626 -23%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.1M +$12.2K +150 +1%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$987K
Geode Capital Management
13
Geode Capital Management
Massachusetts
$930K +$230K +2,834 +30%
TCIM
14
TIAA CREF Investment Management
New York
$694K -$138K -1,694 -16%
SO
15
STRS Ohio
Ohio
$666K +$56.9K +700 +9%
ACM
16
Ativo Capital Management
Illinois
$508K +$65.6K +807 +14%
WPC
17
White Pine Capital
Minnesota
$502K
Charles Schwab
18
Charles Schwab
California
$482K +$9.76K +120 +2%
BIM
19
BlackRock Investment Management
Delaware
$470K +$8.94K +110 +2%
AG
20
Algert Global
California
$430K
Citadel Advisors
21
Citadel Advisors
Florida
$424K +$202K +2,481 +79%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$378K -$40.6K -500 -9%
Two Sigma Investments
23
Two Sigma Investments
New York
$351K -$198K -2,437 -34%
MPAM
24
Murphy Pohlad Asset Management
Minnesota
$338K
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$306K

WINA Hedge Fund Activity: Q1 2014 in Review

51 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2014, worth a combined $112M — down 20% from $140M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WINA and 3 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 23 added.

The largest buyer was Renaissance Technologies, adding an estimated $520K. The largest seller was Essex Investment Management, exiting entirely with an estimated $863K sold.

  • 51 institutional investors held Winmark (WINA) as of Q1 2014, down from 59 in Q4 2013.
  • Funds reported $112M of Winmark stock for Q1 2014, down 20% quarter-over-quarter.
  • 3 funds opened new Winmark positions in Q1 2014 and 11 closed out, a net change of -8 holders.
  • The largest Winmark buyer in Q1 2014 was Renaissance Technologies, an estimated $520K added.
  • The largest Winmark seller in Q1 2014 was Essex Investment Management, an estimated $863K sold.

Based on aggregated 13F filings for Q1 2014.