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WIX.com
WIX

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: 147 → 192 (+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: 7 → 7 (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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$107M
2
CGI
CI Global Investments
California
+$45.8M
3
Two Sigma Investments
Two Sigma Investments
New York
+$44.3M
4
BAMCO Inc
BAMCO Inc
New York
+$28.6M
5
Victory Capital Management
Victory Capital Management
Texas
+$25.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$129M
2
JSP
Jackson Square Partners
California
-$59.8M
3
SCM
Steadfast Capital Management
New York
-$41M
4
HLC
Hunt Lane Capital
New York
-$40.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
176
Glassman Wealth Services
Virginia
$18K – – –
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$15K – – –
TDC
178
Thompson Davis & Co
Virginia
$13K – – –
ADL
179
Asset Dedication LLC
California
$10K +$8.65K +97 New
SPIA
180
Steward Partners Investment Advisory
New York
$6K -$8.91K -100 -62%
BCA
181
Bay Colony Advisors
Massachusetts
$6K +$4.9K +55 New
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$6K +$4.9K +55 New
MA
183
MCF Advisors
Kentucky
$6K +$5.62K +63 New
RCAG
184
Rehmann Capital Advisory Group
Michigan
$4.11K +$2.14K +24 +141%
ATC
185
Adirondack Trust Company
New York
$4K +$3.57K +40 New
GI
186
Gradient Investments
Minnesota
$3K +$2.23K +25 New
NL
187
NVWM LLC
Pennsylvania
$2K – – –
VFA
188
Valeo Financial Advisors
Indiana
$2K – – –
WT
189
Whittier Trust
California
$2K – – –
S
190
SignatureFD
Georgia
$2K +$1.34K +15 New
GWM
191
Geneos Wealth Management
Colorado
$1K +$1.07K +12 New
GIP
192
Granite Investment Partners
California
– -$16.4M -206,260 Closed
Bank of Nova Scotia
193
Bank of Nova Scotia
Ontario, Canada
– -$7.96M -100,000 Closed
MWNA
194
Marshall Wace North America
New York
– -$6.9M -86,687 Closed
GIM
195
Granahan Investment Management
Massachusetts
– -$6.23M -78,293 Closed
USAA
196
United Services Automobile Association
Texas
– -$3.88M -48,708 Closed
PC
197
Pier Capital
Connecticut
– -$3.08M -38,709 Closed
PCM
198
Portolan Capital Management
Massachusetts
– -$2.38M -29,889 Closed
Point72 Asset Management
199
Point72 Asset Management
Connecticut
– -$2.1M -26,464 Closed
EMG
200
ETF Managers Group
New Jersey
– -$1.69M -21,775 Closed
5 6 7
8
9

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.