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Weis Markets
WMK

150 hedge funds and large institutions have $829M invested in Weis Markets in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $185K

30% more capital invested

Capital invested by funds: $638M → $829M (+$191M)

1.8% more ownership

Funds ownership: 36.43% → 38.23% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 61

4% less funds holding

Funds holding: 157 → 150 (-7)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
56
Reduced
61
Closed
16
Calls
$1.18M
Puts
$185K
Net Calls
+$992K
Net Calls Change
+$1.01M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$14M
3
Invesco
Invesco
Georgia
+$4.02M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.73M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.71M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$11.3M
2
VI
Vestcor Inc
New Brunswick, Canada
-$2.67M
3
Morgan Stanley
Morgan Stanley
New York
-$2.04M
4
AIM
Ausbil Investment Management
Australia
-$1.95M
5
BlackRock
BlackRock
New York
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
151
Ausbil Investment Management
Australia
– -$1.95M -22,106 Closed
Los Angeles Capital Management
152
Los Angeles Capital Management
California
– -$1.02M -12,408 Closed
Macquarie Group
153
Macquarie Group
Australia
– -$862K -10,470 Closed
SSA
154
Schonfeld Strategic Advisors
New York
– -$502K -6,100 Closed
VI
155
Versor Investments
New York
– -$329K -4,000 Closed
OQS
156
Occudo Quantitative Strategies
Florida
– -$317K -3,858 Closed
GTCM
157
Gyon Technologies Capital Management
New Jersey
– -$262K -3,183 Closed
HSA
158
HBK Sorce Advisory
Pennsylvania
– -$247K -3,006 Closed
PI
159
PEAK6 Investments
Illinois
– -$227K -2,760 Closed
LCM
160
Landscape Capital Management
New Jersey
– -$216K -2,624 Closed
SWP
161
Strategic Wealth Partners
Ohio
– -$200K -2,436 Closed
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
– -$28K -341 Closed
NA
163
NewEdge Advisors
Louisiana
– -$26.1K -317 Closed
LSA
164
Leonteq Securities AG
Switzerland
– -$8.23K -100 Closed
AWM
165
Accurate Wealth Management
Florida
– -$5.36K -63 Closed
CS
166
Comerica Securities
Michigan
– -$329 -4 Closed
3 4 5 6
7

WMK Hedge Fund Activity: Q1 2023 in Review

150 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Weis Markets (WMK) for Q1 2023, worth a combined $829M — up 30% from $638M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WMK and 10 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 56 added.

The largest buyer was Envestnet Asset Management, adding an estimated $40.4M. The largest seller was LSV Asset Management, cutting an estimated $11.3M.

  • 150 institutional investors held Weis Markets (WMK) as of Q1 2023, down from 157 in Q4 2022.
  • Funds reported $829M of Weis Markets stock for Q1 2023, up 30% quarter-over-quarter.
  • 10 funds opened new Weis Markets positions in Q1 2023 and 16 closed out, a net change of -6 holders.
  • The largest Weis Markets buyer in Q1 2023 was Envestnet Asset Management, an estimated $40.4M added.
  • The largest Weis Markets seller in Q1 2023 was LSV Asset Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.