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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
GWS
151
Glassman Wealth Services
Virginia
$1.85K – – –
GRP
152
Global Retirement Partners
California
$1.13K +$446 +7 +58%
RFG
153
RFP Financial Group
Georgia
$1.09K – – –
AW
154
Avion Wealth
Texas
$1K – – –
PWMG
155
Private Wealth Management Group
New Jersey
$640 +$636 +10 New
BIA
156
Bell Investment Advisors
California
$512 +$509 +8 New
CFGS
157
Concourse Financial Group Securities
Alabama
$511 – – –
VCM
158
Versant Capital Management
Arizona
$384 – – –
AF
159
Allworth Financial
California
$256 +$255 +4 New
SIC
160
SJS Investment Consulting
Ohio
$192 -$64 -1 -25%
NA
161
NewEdge Advisors
Louisiana
$64 – – –
LAM
162
L2 Asset Management
Massachusetts
– -$2.39K -11,003 Closed
Walleye Capital
163
Walleye Capital
New York
– -$596K -9,459 Closed
Aviva
164
Aviva
United Kingdom
– -$586K -9,309 Closed
AQR Capital Management
165
AQR Capital Management
Connecticut
– -$486K -7,718 Closed
SGI
166
Summit Global Investments
Utah
– -$437K -6,937 Closed
LPL Financial
167
LPL Financial
California
– -$322K -5,105 Closed
XT
168
XTX Topco
Cayman Islands
– -$278K -4,411 Closed
Verition Fund Management
169
Verition Fund Management
Connecticut
– -$252K -4,002 Closed
Connor, Clark & Lunn Investment Management (CC&L)
170
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$207K -3,293 Closed
ACM
171
Aquatic Capital Management
Illinois
– -$132K -2,100 Closed
CSPIA
172
Cary Street Partners Investment Advisory
Virginia
– -$10.5K -167 Closed
SCA
173
Stonebridge Capital Advisors
Minnesota
– -$1.89K -30 Closed
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.