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203 hedge funds and large institutions have $4.85B invested in WIX.com in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

28% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 58

16% more capital invested

Capital invested by funds: $4.16B → $4.85B (+$686M)

6% more funds holding

Funds holding: 192203 (+11)

5% less call options, than puts

Call options by funds: $115M | Put options by funds: $121M

4.5% less ownership

Funds ownership: 88.49%83.99% (-4.5%)

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
4.64%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
54
Increased
74
Reduced
58
Closed
42
Calls
$115M
Puts
$121M
Net Calls
-$5.74M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$39K +$35K +327 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$34K +$2.25K +21 +8%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$31K
WAS
179
WESPAC Advisors SoCal
California
$29K +$26.7K +250 New
FANJ
180
Financial Architects (New Jersey)
New Jersey
$23K +$20.6K +193 New
GWS
181
Glassman Wealth Services
Virginia
$22K
AIIMS
182
Analyst IMS Investment Management Services
Israel
$14.1K -$3.27M -30,569 -20%
GWM
183
Geneos Wealth Management
Colorado
$13K +$10.7K +100 +833%
NFG
184
Next Financial Group
Texas
$12K +$10.7K +100 New
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$12K +$10.7K +100 New
SWP
186
Stratos Wealth Partners
Ohio
$12K +$11K +103 New
MA
187
MCF Advisors
Kentucky
$8K
PAMG
188
Patton Albertson Miller Group
Tennessee
$8K +$9.63K +90 New
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$7K
SPIA
190
Steward Partners Investment Advisory
New York
$7K
ATC
191
Adirondack Trust Company
New York
$6K +$1.39K +13 +33%
APP
192
Avantax Planning Partners
Iowa
$6K +$5.56K +52 New
VFA
193
Valeo Financial Advisors
Indiana
$5K +$3.42K +32 +188%
RCAG
194
Rehmann Capital Advisory Group
Michigan
$4.91K
S
195
SignatureFD
Georgia
$4K +$1.6K +15 +100%
ADL
196
Asset Dedication LLC
California
$3K -$7.38K -69 -71%
NL
197
NVWM LLC
Pennsylvania
$3K
WT
198
Whittier Trust
California
$2K
RFC
199
Regions Financial Corp
Alabama
$2K +$1.5K +14 New
FPFS
200
First Personal Financial Services
North Carolina
$2K +$2.03K +19 New

WIX Hedge Fund Activity: Q3 2018 in Review

203 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WIX.com (WIX) for Q3 2018, worth a combined $4.85B — up 16% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new WIX positions and 42 closed out — a net gain of 12 holders — while 74 added to existing stakes and 58 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $131M. The largest seller was T. Rowe Price Associates, cutting an estimated $105M.

  • 203 institutional investors held WIX.com (WIX) as of Q3 2018, up from 192 in Q2 2018.
  • Funds reported $4.85B of WIX.com stock for Q3 2018, up 16% quarter-over-quarter.
  • 54 funds opened new WIX.com positions in Q3 2018 and 42 closed out, a net change of +12 holders.
  • The largest WIX.com buyer in Q3 2018 was Principal Financial Group, an estimated $131M added.
  • The largest WIX.com seller in Q3 2018 was T. Rowe Price Associates, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2018.