We are live on ! Find out more

406 hedge funds and large institutions have $13.5B invested in WIX.com in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 151 increasing their positions, 120 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

26% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 120

16% more capital invested

Capital invested by funds: $11.7B → $13.5B (+$1.82B)

5% more funds holding

Funds holding: 387406 (+19)

2.58% more ownership

Funds ownership: 84.07%86.65% (+2.6%)

58% less call options, than puts

Call options by funds: $275M | Put options by funds: $655M

Holders
406
Holders Change
+19
Holders Change %
+4.91%
% of All Funds
7.13%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.33%
New
74
Increased
151
Reduced
120
Closed
52
Calls
$275M
Puts
$655M
Net Calls
-$380M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
351
Sandy Spring Bank
Maryland
$26K
CTC
352
Central Trust Company
Missouri
$25K
WP
353
WealthShield Partners
North Carolina
$25K +$25.1K +88 New
TFM
354
TFC Financial Management
Massachusetts
$22K
Bessemer Group
355
Bessemer Group
New Jersey
$21K +$21.4K +75 New
CFA
356
Carroll Financial Associates
North Carolina
$20K +$571 +2 +3%
KPCM
357
Kings Point Capital Management
New York
$20K +$20.6K +72 New
LC
358
Lindbrook Capital
California
$19K -$617K -2,161 -97%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$19K +$6.28K +22 +47%
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$19K +$14.6K +51 +319%
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$16K
MWP
362
Meridian Wealth Partners
Pennsylvania
$16K +$15.4K +54 New
SBL
363
Sargent Bickham Lagudis
Colorado
$14K
RWB
364
RMR Wealth Builders
New Jersey
$14K +$14.3K +50 New
BCA
365
Berman Capital Advisors
Georgia
$12K +$571 +2 +5%
PWA
366
Phoenix Wealth Advisors
North Carolina
$12K +$11.4K +40 New
GWM
367
Geneos Wealth Management
Colorado
$11K
SI
368
Stephens Inc
Arkansas
$11K +$2.29K +8 +25%
BMD
369
Better Money Decisions
New Mexico
$10K +$10.3K +36 New
IAIM
370
International Assets Investment Management
Florida
$9K +$9.42K +33 New
Canada Pension Plan Investment Board
371
Canada Pension Plan Investment Board
Ontario, Canada
$8K
CCMW
372
Cypress Capital Management (Wyoming)
Wyoming
$8K
WLPWM
373
Walled Lake Planning & Wealth Management
Illinois
$8K
H
374
Hexavest
Quebec, Canada
$7K
TCM
375
Tradewinds Capital Management
Washington
$7K

WIX Hedge Fund Activity: Q1 2021 in Review

406 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WIX.com (WIX) for Q1 2021, worth a combined $13.5B — up 16% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WIX positions and 52 closed out — a net gain of 22 holders — while 151 added to existing stakes and 120 trimmed.

The largest buyer was Flossbach Von Storch, opening a new position worth an estimated $360M. The largest seller was T. Rowe Price Associates, cutting an estimated $781M.

  • 406 institutional investors held WIX.com (WIX) as of Q1 2021, up from 387 in Q4 2020.
  • Funds reported $13.5B of WIX.com stock for Q1 2021, up 16% quarter-over-quarter.
  • 74 funds opened new WIX.com positions in Q1 2021 and 52 closed out, a net change of +22 holders.
  • The largest WIX.com buyer in Q1 2021 was Flossbach Von Storch, an estimated $360M added.
  • The largest WIX.com seller in Q1 2021 was T. Rowe Price Associates, an estimated $781M sold.

Based on aggregated 13F filings for Q1 2021.