We are live on ! Find out more
WOLF icon

Wolfspeed

280 hedge funds and large institutions have $4.26B invested in Wolfspeed in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

26% more call options, than puts

Call options by funds: $77.8M | Put options by funds: $62M

11% more capital invested

Capital invested by funds: $3.85B → $4.26B (+$407M)

1.86% more ownership

Funds ownership: 105.78%107.64% (+1.9%)

5% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 39

1% less funds holding

Funds holding: 284280 (-4)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
280
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
6.42%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.18%
New
37
Increased
90
Reduced
108
Closed
39
Calls
$77.8M
Puts
$62M
Net Calls
+$15.9M
Net Calls Change
-$68.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$38K -$12.5K -333 -26%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$38K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$36K +$17.1K +454 +101%
WCM
229
Whitener Capital Management
North Carolina
$35K -$1.88K -50 -5%
US Bancorp
230
US Bancorp
Minnesota
$33K +$20K +530 +189%
YWP
231
YorkBridge Wealth Partners
New York
$30K -$1.39K -37 -5%
Barrow, Hanley, Mewhinney & Strauss
232
Barrow, Hanley, Mewhinney & Strauss
Texas
$30K
TF
233
Tompkins Financial
New York
$30K
MFW
234
Mosaic Family Wealth
Missouri
$28K -$20.7K -550 -44%
ASN
235
Advisory Services Network
Georgia
$28K -$5.24K -139 -17%
VCM
236
Vigilant Capital Management
Maine
$28K
AC
237
Avestar Capital
New York
$25K -$528 -14 -1%
LWCFA
238
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K
IFAM
239
Institutional & Family Asset Management
Colorado
$24K +$22.7K +602 New
FHA
240
First Horizon Advisors
Tennessee
$17K -$1.17K -31 -7%
RFC
241
Regions Financial Corp
Alabama
$15K
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$14K
IIC
243
Integrated Investment Consultants
Michigan
$14K +$13.5K +357 New
CHP
244
Cable Hill Partners
Oregon
$13K -$18.8K -500 -60%
APA
245
American Portfolios Advisors
New York
$12.1K
Bessemer Group
246
Bessemer Group
New Jersey
$12K
RIA
247
RPG Investment Advisory
California
$12K
HNB
248
Huntington National Bank
Ohio
$12K +$11.5K +305 New
S
249
SignatureFD
Georgia
$10K +$9.34K +248 New
AIL
250
AGF Investments LLC
Ontario, Canada
$9K -$1.21K -32 -13%

WOLF Hedge Fund Activity: Q1 2018 in Review

280 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q1 2018, worth a combined $4.26B — up 11% from $3.85B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WOLF and 37 opened new positions — a net loss of 2 holders — while 108 trimmed existing stakes and 90 added.

The largest buyer was Iridian Asset Management, adding an estimated $61.3M. The largest seller was Fairpointe Capital, cutting an estimated $30.6M.

  • 280 institutional investors held Wolfspeed (WOLF) as of Q1 2018, down from 284 in Q4 2017.
  • Funds reported $4.26B of Wolfspeed stock for Q1 2018, up 11% quarter-over-quarter.
  • 37 funds opened new Wolfspeed positions in Q1 2018 and 39 closed out, a net change of -2 holders.
  • The largest Wolfspeed buyer in Q1 2018 was Iridian Asset Management, an estimated $61.3M added.
  • The largest Wolfspeed seller in Q1 2018 was Fairpointe Capital, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2018.