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Weis Markets
WMK

161 hedge funds and large institutions have $688M invested in Weis Markets in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $402K

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

6% more funds holding

Funds holding: 152 → 161 (+9)

4% more capital invested

Capital invested by funds: $662M → $688M (+$26.7M)

0.93% more ownership

Funds ownership: 39.09% → 40.01% (+0.93%)

5% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 62

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
59
Reduced
62
Closed
12
Calls
$2.57M
Puts
$402K
Net Calls
+$2.17M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.8M
2
BlackRock
BlackRock
New York
+$4.15M
3
Goldman Sachs
Goldman Sachs
New York
+$3.81M
4
Victory Capital Management
Victory Capital Management
Texas
+$2.91M
5
GA
Greenspring Advisors
Maryland
+$2.74M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$7.3M
2
Invesco
Invesco
Georgia
-$5.75M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.39M
4
LSV Asset Management
LSV Asset Management
Illinois
-$3.3M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
51
Denali Advisors
California
$1.37M +$115K +1,800 +9%
MAM
52
Martingale Asset Management
Massachusetts
$1.22M +$27.4K +430 +2%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.18M -$44K -691 -4%
CS
54
Credit Suisse
Switzerland
$1.17M +$124K +1,952 +12%
Legal & General Group
55
Legal & General Group
United Kingdom
$1.14M -$47.7K -750 -4%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$1.06M +$261K +4,105 +33%
UBS AM
57
UBS AM
Illinois
$1.06M -$180K -2,824 -15%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.05M – – –
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$1.04M +$113K +1,769 +12%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$1M -$54.7K -859 -5%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$1M +$71.2K +1,118 +8%
SCM
62
Semanteon Capital Management
Massachusetts
$985K +$980K +15,397 New
CSS
63
Cubist Systematic Strategies
Connecticut
$935K +$581K +9,136 +167%
LTAS
64
Linden Thomas Advisory Services
North Carolina
$910K -$10.3K -162 -1%
Citigroup
65
Citigroup
New York
$826K +$230K +3,617 +39%
SWP
66
Significant Wealth Partners
Illinois
$824K +$820K +12,883 New
OQS
67
Occudo Quantitative Strategies
Florida
$755K +$752K +11,808 New
SPS
68
Susquehanna Portfolio Strategies
Pennsylvania
$749K +$746K +11,717 New
SIM
69
SummerHaven Investment Management
Connecticut
$716K +$10.8K +170 +2%
PFG
70
PAX Financial Group
Texas
$649K +$680K +10,684 New
Deutsche Bank
71
Deutsche Bank
Germany
$643K +$107K +1,680 +20%
DFCM
72
Dark Forest Capital Management
Puerto Rico
$612K +$130K +2,035 +27%
AA
73
ALPS Advisors
Colorado
$611K +$85.5K +1,344 +16%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$578K -$10.6K -166 -2%
Robeco Institutional Asset Management
75
Robeco Institutional Asset Management
Netherlands
$563K -$2.24M -35,116 -80%
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WMK Hedge Fund Activity: Q4 2023 in Review

161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Weis Markets (WMK) for Q4 2023, worth a combined $688M — up 4% from $662M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WMK positions and 12 closed out — a net gain of 10 holders — while 59 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Millennium Management, cutting an estimated $7.3M.

  • 161 institutional investors held Weis Markets (WMK) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $688M of Weis Markets stock for Q4 2023, up 4% quarter-over-quarter.
  • 22 funds opened new Weis Markets positions in Q4 2023 and 12 closed out, a net change of +10 holders.
  • The largest Weis Markets buyer in Q4 2023 was Morgan Stanley, an estimated $14.8M added.
  • The largest Weis Markets seller in Q4 2023 was Millennium Management, an estimated $7.3M sold.

Based on aggregated 13F filings for Q4 2023.