Weis Markets
150 hedge funds and large institutions have $829M invested in Weis Markets in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 61 reducing their positions, and 16 closing their positions.
536% more call options, than puts
Call options by funds: $1.18M | Put options by funds: $185K
30% more capital invested
Capital invested by funds: $638M → $829M (+$191M)
1.8% more ownership
Funds ownership: 36.43% → 38.23% (+1.8%)
8% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 61
4% less funds holding
Funds holding: 157 → 150 (-7)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$40.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$14M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$4.02M |
| 4 |
Two Sigma Investments
New York
|
+$2.73M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.71M |
Top Sellers
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$11.3M |
| 2 |
VI
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
-$2.67M |
| 3 |
Morgan Stanley
New York
|
-$2.04M |
| 4 |
AIM
Ausbil Investment Management
Sydney,
Australia
|
-$1.95M |
| 5 |
BlackRock
New York
|
-$1.73M |
WMK Hedge Fund Activity: Q1 2023 in Review
150 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Weis Markets (WMK) for Q1 2023, worth a combined $829M — up 30% from $638M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of WMK and 10 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 56 added.
The largest buyer was Envestnet Asset Management, adding an estimated $40.4M. The largest seller was LSV Asset Management, cutting an estimated $11.3M.
- 150 institutional investors held Weis Markets (WMK) as of Q1 2023, down from 157 in Q4 2022.
- Funds reported $829M of Weis Markets stock for Q1 2023, up 30% quarter-over-quarter.
- 10 funds opened new Weis Markets positions in Q1 2023 and 16 closed out, a net change of -6 holders.
- The largest Weis Markets buyer in Q1 2023 was Envestnet Asset Management, an estimated $40.4M added.
- The largest Weis Markets seller in Q1 2023 was LSV Asset Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2023.