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Weis Markets
WMK

126 hedge funds and large institutions have $435M invested in Weis Markets in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

2% more funds holding

Funds holding: 123 → 126 (+3)

0.97% more ownership

Funds ownership: 38.6% → 39.57% (+0.97%)

12% less capital invested

Capital invested by funds: $496M → $435M (-$61.3M)

56% less call options, than puts

Call options by funds: $302K | Put options by funds: $689K

Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
44
Reduced
36
Closed
15
Calls
$302K
Puts
$689K
Net Calls
-$387K
Net Calls Change
-$301K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$4.45M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.62M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.37M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.94M
5
Axa
Axa
France
+$2.04M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.4M
2
RA
Royce & Associates
New York
-$2.22M
3
ClearBridge Investments
ClearBridge Investments
New York
-$1.3M
4
State Street
State Street
Massachusetts
-$1.27M
5
PAM
Panagora Asset Management
Massachusetts
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
101
Hussman Strategic Advisors
Maryland
$65K – – –
PCM
102
Prelude Capital Management
New York
$57K +$65.8K +1,400 New
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$51K – – –
MAM
104
Meeder Asset Management
Ohio
$39K +$45.2K +961 New
AIP
105
Ameritas Investment Partners
Nebraska
$30K – – –
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$24K – – –
LC
107
Lindbrook Capital
California
$24K – – –
Loomis, Sayles & Company
108
Loomis, Sayles & Company
Massachusetts
$24K +$4.99K +106 +22%
EFSCE
109
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$4.56K +97 +25%
NCM
110
Nelson Capital Management
California
$18K – – –
GWM
111
Geneos Wealth Management
Colorado
$17K – – –
JWA
112
JFS Wealth Advisors
Pennsylvania
$15K +$17.4K +371 New
AG
113
Advisor Group
Arizona
$14K – – –
Lazard Asset Management
114
Lazard Asset Management
New York
$13K -$3.06K -65 -16%
Canada Pension Plan Investment Board
115
Canada Pension Plan Investment Board
Ontario, Canada
$12K +$14.1K +300 New
PA
116
Parallel Advisors
California
$11K +$12.6K +268 New
FHA
117
First Horizon Advisors
Tennessee
$6K +$2.96K +63 +63%
BCA
118
Berman Capital Advisors
Georgia
$4K – – –
FGAM
119
Financial Gravity Asset Management
Texas
$3K +$2.87K +61 New
BCI
120
Brinker Capital Investments
Pennsylvania
$3K +$3.2K +68 New
Fidelity Investments
121
Fidelity Investments
Massachusetts
$2K – – –
ME
122
McIlrath & Eck
Washington
$2K – – –
UBS Group
123
UBS Group
Switzerland
$1K -$77.9K -1,656 -98%
GAM
124
Gotham Asset Management
New York
– -$1.15M -24,048 Closed
WI
125
WBI Investments
New Jersey
– -$1.15M -23,968 Closed
2 3 4
5
6

WMK Hedge Fund Activity: Q1 2019 in Review

126 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Weis Markets (WMK) for Q1 2019, worth a combined $435M — down 12% from $496M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WMK positions and 15 closed out — a net gain of 4 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was Bessemer Group, adding an estimated $4.45M. The largest seller was Ameriprise, cutting an estimated $2.4M.

  • 126 institutional investors held Weis Markets (WMK) as of Q1 2019, up from 123 in Q4 2018.
  • Funds reported $435M of Weis Markets stock for Q1 2019, down 12% quarter-over-quarter.
  • 19 funds opened new Weis Markets positions in Q1 2019 and 15 closed out, a net change of +4 holders.
  • The largest Weis Markets buyer in Q1 2019 was Bessemer Group, an estimated $4.45M added.
  • The largest Weis Markets seller in Q1 2019 was Ameriprise, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2019.