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192 hedge funds and large institutions have $4.16B invested in WIX.com in 2018 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 27

31% more funds holding

Funds holding: 147192 (+45)

26% more capital invested

Capital invested by funds: $3.29B → $4.16B (+$871M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.48% less ownership

Funds ownership: 90.97%88.49% (-2.5%)

14% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 58

50% less call options, than puts

Call options by funds: $76.4M | Put options by funds: $151M

Holders
192
Holders Change
+45
Holders Change %
+30.61%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
72
Increased
50
Reduced
58
Closed
27
Calls
$76.4M
Puts
$151M
Net Calls
-$75.1M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
151
Summit Trail Advisors
New York
$243K -$677K -7,591 -76%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$243K +$20.6K +231 +11%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$228K +$202K +2,270 New
ECM
154
ETrade Capital Management
Virginia
$224K +$199K +2,235 New
DADC
155
D.A. Davidson & Co
Montana
$219K +$195K +2,182 New
WA
156
Whitebox Advisors
Minnesota
$211K +$187K +2,100 New
CP
157
Cumberland Partners
Ontario, Canada
$201K +$178K +2,000 New
GXMC
158
Global X Management Company
New York
$181K +$161K +1,805 New
FA
159
Fortis Advisors
Pennsylvania
$150K +$134K +1,498 New
P8IP
160
Pier 88 Investment Partners
California
$147K -$401K -4,495 -75%
IA
161
IFP Advisors
Florida
$139K +$123K +1,385 New
Lazard Asset Management
162
Lazard Asset Management
New York
$130K +$116K +1,300 New
ASN
163
Advisory Services Network
Georgia
$115K +$96.6K +1,084 New
Envestnet Asset Management
164
Envestnet Asset Management
Illinois
$104K +$92.5K +1,038 New
JP Morgan Chase
165
JP Morgan Chase
New York
$101K
JA
166
JOYN Advisors
Georgia
$74K -$7.93K -89 -11%
TRCT
167
Tower Research Capital (TRC)
New York
$67K +$58.9K +661 +66,100%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$59K -$1.25K -14 -2%
Citigroup
169
Citigroup
New York
$53K -$5.29M -59,387 -99%
FHA
170
Flagship Harbor Advisors
Massachusetts
$50K +$45.2K +507 New
GT
171
Glenmede Trust
Pennsylvania
$45K +$40.1K +450 New
MWM
172
MinichMacGregor Wealth Management
New York
$33K +$29.1K +326 New
BFEC
173
Benjamin F. Edwards & Company
Missouri
$33K +$29.7K +333 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$26K
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$26K +$2.41K +27 +11%

WIX Hedge Fund Activity: Q2 2018 in Review

192 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WIX.com (WIX) for Q2 2018, worth a combined $4.16B — up 26% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new WIX positions and 27 closed out — a net gain of 45 holders — while 50 added to existing stakes and 58 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $107M. The largest seller was T. Rowe Price Associates, cutting an estimated $129M.

  • 192 institutional investors held WIX.com (WIX) as of Q2 2018, up from 147 in Q1 2018.
  • Funds reported $4.16B of WIX.com stock for Q2 2018, up 26% quarter-over-quarter.
  • 72 funds opened new WIX.com positions in Q2 2018 and 27 closed out, a net change of +45 holders.
  • The largest WIX.com buyer in Q2 2018 was Wellington Management Group, an estimated $107M added.
  • The largest WIX.com seller in Q2 2018 was T. Rowe Price Associates, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2018.