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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$134M +$1.73M +27,144 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M -$375K -5,895 -0.3%
BlackRock
3
BlackRock
New York
$86.9M +$4.15M +65,232 +5%
State Street
4
State Street
Massachusetts
$26.1M +$311K +4,883 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$24.6M +$1.18M +18,547 +5%
Morgan Stanley
6
Morgan Stanley
New York
$23.7M +$14.8M +232,456 +168%
Charles Schwab
7
Charles Schwab
California
$21.6M +$1.61M +25,326 +8%
Renaissance Technologies
8
Renaissance Technologies
New York
$21.2M -$1.7M -26,700 -7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$20.2M -$846K -13,289 -4%
American Century Companies
10
American Century Companies
Missouri
$15.5M +$1.23M +19,255 +9%
Northern Trust
11
Northern Trust
Illinois
$14.8M -$29K -456 -0.2%
Millennium Management
12
Millennium Management
New York
$10.9M -$7.3M -114,757 -40%
BCM
13
Bridgeway Capital Management
Texas
$9.75M -$706K -11,099 -7%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$8.79M -$3.39M -53,267 -28%
Goldman Sachs
15
Goldman Sachs
New York
$8.58M +$3.81M +59,829 +80%
Victory Capital Management
16
Victory Capital Management
Texas
$7.75M +$2.91M +45,745 +61%
Norges Bank
17
Norges Bank
Norway
$7M -$581K -9,132 -8%
Two Sigma Investments
18
Two Sigma Investments
New York
$5.8M -$300K -4,714 -5%
Marshall Wace
19
Marshall Wace
United Kingdom
$4.86M -$2.89M -45,473 -37%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$4.85M -$617K -9,700 -11%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.62M +$1.79M +28,138 +64%
N
22
Nuveen
North Carolina
$4.55M +$697K +10,947 +18%
EF
23
Empowered Funds
Pennsylvania
$4.49M -$70K -1,099 -2%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$4.04M +$1.22M +19,127 +43%
Allianz Asset Management
25
Allianz Asset Management
Germany
$3.67M +$53.8K +845 +1%
1
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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.