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Weis Markets

165 hedge funds and large institutions have $666M invested in Weis Markets in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $264K | Put options by funds: $174K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 161165 (+4)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

3% less capital invested

Capital invested by funds: $688M → $666M (-$22.3M)

1.57% less ownership

Funds ownership: 40.01%38.45% (-1.6%)

Holders
165
Holders Change
+4
Holders Change %
+2.48%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
60
Reduced
62
Closed
16
Calls
$264K
Puts
$174K
Net Calls
+$90K
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$82.5K +$875 +14 +1%
PAS
127
Point72 Asia (Singapore)
Singapore
$79.8K +$77.5K +1,239 New
US Bancorp
128
US Bancorp
Minnesota
$68.7K -$86.1K -1,377 -56%
Osaic Holdings
129
Osaic Holdings
Arizona
$67.8K -$19.4K -310 -23%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.5K +$4.56K +73 +9%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$57.9K
LC
132
Lindbrook Capital
California
$56.9K +$7.19K +115 +15%
PD
133
Point72 (DIFC)
United Arab Emirates
$43.1K +$41.9K +670 New
S
134
SignatureFD
Georgia
$38.4K -$30.4K -486 -45%
AB
135
Amalgamated Bank
New York
$36K -$55.1K -882 -61%
VNA
136
Valley National Advisers
Pennsylvania
$33K -$938 -15 -3%
HPC
137
HM Payson & Co
Maine
$32.5K
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$28.5K +$1.13K +18 +4%
MFA
139
McClarren Financial Advisors
Pennsylvania
$25K +$125 +2 +0.5%
JWA
140
JFS Wealth Advisors
Pennsylvania
$24.3K
BTI
141
Blue Trust Inc
Georgia
$22.5K +$6.25K +100 +40%
W
142
WealthCollab
Washington
$22.3K -$5.56K -89 -20%
NC
143
nVerses Capital
Florida
$12.9K +$12.5K +200 New
GI
144
GAMMA Investing
California
$11.2K +$6.75K +108 +164%
Simplex Trading
145
Simplex Trading
Illinois
$10K +$10.1K +162 New
KFI
146
Key Financial Inc
Pennsylvania
$7.47K
QCG
147
Quadrant Capital Group
Ohio
$6.7K +$3.88K +62 +148%
FFA
148
Farther Finance Advisors
California
$5.94K -$375 -6 -6%
FHA
149
First Horizon Advisors
Tennessee
$5.8K
Comerica Bank
150
Comerica Bank
Texas
$5.73K

WMK Hedge Fund Activity: Q1 2024 in Review

165 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Weis Markets (WMK) for Q1 2024, worth a combined $666M — down 3.2% from $688M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WMK positions and 16 closed out — a net gain of 4 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Nuveen, adding an estimated $3.49M. The largest seller was Morgan Stanley, cutting an estimated $7.88M.

  • 165 institutional investors held Weis Markets (WMK) as of Q1 2024, up from 161 in Q4 2023.
  • Funds reported $666M of Weis Markets stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 20 funds opened new Weis Markets positions in Q1 2024 and 16 closed out, a net change of +4 holders.
  • The largest Weis Markets buyer in Q1 2024 was Nuveen, an estimated $3.49M added.
  • The largest Weis Markets seller in Q1 2024 was Morgan Stanley, an estimated $7.88M sold.

Based on aggregated 13F filings for Q1 2024.