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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
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$278K +$6.81K +107 +3%
LCM
102
Landscape Capital Management
New Jersey
$270K -$15.9K -250 -6%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$264K +$26.6K +418 +11%
VIA
104
Virtus Investment Advisers
Connecticut
$257K – – –
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$247K +$10.7K +168 +5%
JF
106
Jump Financial
Illinois
$243K +$242K +3,800 New
DTL
107
Dynamic Technology Lab
Singapore
$241K -$706K -11,097 -75%
PMEF
108
Point72 Middle East FZE
United Arab Emirates
$236K +$235K +3,694 New
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$236K +$10.9K +171 +5%
PA
110
Parallel Advisors
California
$234K -$7.07K -111 -3%
QC
111
Quadrature Capital
United Kingdom
$232K -$31.4K -494 -12%
CC
112
Centiva Capital
New York
$228K +$227K +3,566 New
CICI
113
Capital Investment Counsel Inc
North Carolina
$223K +$222K +3,482 New
Rafferty Asset Management
114
Rafferty Asset Management
New York
$220K +$12.5K +196 +6%
OC
115
Oppenheimer & Co
New York
$217K +$216K +3,400 New
AC
116
AXQ Capital
New Jersey
$209K +$208K +3,261 New
SG Americas Securities
117
SG Americas Securities
New York
$163K +$162K +2,546 New
US Bancorp
118
US Bancorp
Minnesota
$156K +$83.4K +1,310 +116%
SAM
119
Shell Asset Management
Netherlands
$150K -$44.7K -702 -23%
First Manhattan
120
First Manhattan
New York
$147K -$25.5K -400 -15%
Point72 Asset Management
121
Point72 Asset Management
Connecticut
$141K +$89.1K +1,400 +175%
C
122
Covestor
United Kingdom
$110K -$12.3K -193 -10%
AIP
123
Ameritas Investment Partners
Nebraska
$105K – – –
A
124
AlphaQuest
New York
$96.7K +$96.2K +1,512 New
AB
125
Amalgamated Bank
New York
$92K -$10.6K -167 -10%
3 4
5
6 7

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.