We are live on ! Find out more
WMK icon

Weis Markets
WMK

123 hedge funds and large institutions have $496M invested in Weis Markets in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $451M → $496M (+$44.6M)

0% more funds holding

Funds holding: 123 → 123 (0)

0.07% less ownership

Funds ownership: 38.67% → 38.6% (-0.07%)

8% less call options, than puts

Call options by funds: $994K | Put options by funds: $1.08M

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
123
Holders Change
–
Holders Change %
0%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
38
Reduced
47
Closed
18
Calls
$994K
Puts
$1.08M
Net Calls
-$86K
Net Calls Change
-$706K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.81M
2
RA
Royce & Associates
New York
+$4.51M
3
First Trust Advisors
First Trust Advisors
Illinois
+$2.82M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$2.03M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$1.78M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.22M
2
Man Group
Man Group
United Kingdom
-$2.03M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.86M
4
Morgan Stanley
Morgan Stanley
New York
-$1.73M
5
Wells Fargo
Wells Fargo
California
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
126
Wellington Management Group
Massachusetts
– -$527K -12,151 Closed
CCIA
127
Campbell & Co Investment Adviser
Maryland
– -$460K -10,600 Closed
JG
128
Jefferies Group
New York
– -$436K -10,053 Closed
ARTA
129
A.R.T. Advisors
New York
– -$364K -8,400 Closed
Wolverine Trading
130
Wolverine Trading
Illinois
– -$361K -8,310 Closed
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
– -$261K -6,007 Closed
AIM
132
Assured Investment Management
New York
– -$46K -1,063 Closed
Simplex Trading
133
Simplex Trading
Illinois
– -$23.6K -521 Closed
JA
134
JOYN Advisors
Georgia
– -$5K -113 Closed
RWA
135
River Wealth Advisors
Pennsylvania
– -$4K -100 Closed
Walleye Trading
136
Walleye Trading
New York
– -$2K -40 Closed
RCAG
137
Rehmann Capital Advisory Group
Michigan
– -$737 -17 Closed
MOS
138
MGO One Seven
Ohio
– +$181 +4 New
FGC
139
Financial Gravity Companies
Texas
– +$272 +6 New
2 3 4 5
6

WMK Hedge Fund Activity: Q4 2018 in Review

123 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Weis Markets (WMK) for Q4 2018, worth a combined $496M — up 9.9% from $451M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WMK positions and 18 closed out — a net gain of 2 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.81M. The largest seller was Ameriprise, cutting an estimated $2.22M.

  • 123 institutional investors held Weis Markets (WMK) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $496M of Weis Markets stock for Q4 2018, up 9.9% quarter-over-quarter.
  • 20 funds opened new Weis Markets positions in Q4 2018 and 18 closed out, a net change of +2 holders.
  • The largest Weis Markets buyer in Q4 2018 was Dimensional Fund Advisors, an estimated $4.81M added.
  • The largest Weis Markets seller in Q4 2018 was Ameriprise, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2018.