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Wolfspeed

261 hedge funds and large institutions have $2.18B invested in Wolfspeed in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83.03% more ownership

Funds ownership: 0%83.03% (+83%)

31% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $38.2M

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

1% more capital invested

Capital invested by funds: $2.15B → $2.18B (+$29.9M)

0% more funds holding

Funds holding: 260261 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 102

Holders
261
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
6.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
71
Reduced
102
Closed
36
Calls
$50.1M
Puts
$38.2M
Net Calls
+$11.9M
Net Calls Change
+$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
226
Westside Investment Management
California
$8.27K +$7.47K +300 New
RFA
227
Reilly Financial Advisors
California
$8K -$24.9K -1,000 -77%
Bessemer Group
228
Bessemer Group
New Jersey
$8K -$4.98K -200 -40%
WCBA
229
Weaver C. Barksdale & Associates
Tennessee
$8K -$224 -9 -3%
WA
230
WFG Advisors
Texas
$7K -$1.22K -49 -16%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.5K +261 New
GAM
232
Gemmer Asset Management
California
$6K -$1.04K -42 -15%
PWM
233
Perigon Wealth Management
California
$5K -$40.2K -1,617 -89%
HI
234
Hudock Inc
Pennsylvania
$5K -$16.3K -655 -75%
CP
235
Corbenic Partners
Pennsylvania
$5K
MSFP
236
Mark Sheptoff Financial Planning
Connecticut
$5K
BWM
237
Baystate Wealth Management
Massachusetts
$5K +$4.63K +186 New
CAM
238
Close Asset Management
United Kingdom
$4K +$3.98K +160 New
MRCM
239
M&R Capital Management
New Jersey
$3K -$3.73K -150 -50%
CFA
240
Carroll Financial Associates
North Carolina
$3K -$1.24K -50 -25%
WAM
241
Wealthspire Advisors (Maryland)
Maryland
$3K -$348 -14 -12%
CFG
242
Citizens Financial Group
Rhode Island
$3K
SFG
243
SevenBridge Financial Group
Pennsylvania
$3K
VNA
244
Valley National Advisers
Pennsylvania
$3K
CFD
245
Creative Financial Designs
Indiana
$3K +$2.49K +100 New
GWS
246
Glassman Wealth Services
Virginia
$3K +$2.79K +112 New
GWM
247
Geneos Wealth Management
Colorado
$2K
SBL
248
Sargent Bickham Lagudis
Colorado
$2K
TDC
249
Thompson Davis & Co
Virginia
$2K
BIG
250
Bellwether Investment Group
Tennessee
$2K +$1.79K +72 New

WOLF Hedge Fund Activity: Q4 2016 in Review

261 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q4 2016, worth a combined $2.18B — up 1.4% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WOLF positions and 36 closed out — a net gain of 7 holders — while 71 added to existing stakes and 102 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $30.2M. The largest seller was Hodges Capital Management, exiting entirely with an estimated $32.5M sold.

  • 261 institutional investors held Wolfspeed (WOLF) as of Q4 2016, up from 260 in Q3 2016.
  • Funds reported $2.18B of Wolfspeed stock for Q4 2016, up 1.4% quarter-over-quarter.
  • 43 funds opened new Wolfspeed positions in Q4 2016 and 36 closed out, a net change of +7 holders.
  • The largest Wolfspeed buyer in Q4 2016 was Dimensional Fund Advisors, an estimated $30.2M added.
  • The largest Wolfspeed seller in Q4 2016 was Hodges Capital Management, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2016.