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Wolfspeed

284 hedge funds and large institutions have $3.85B invested in Wolfspeed in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 77 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $128M | Put options by funds: $43.8M

141% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 29

40% more capital invested

Capital invested by funds: $2.75B → $3.85B (+$1.1B)

16% more funds holding

Funds holding: 245284 (+39)

5.95% more ownership

Funds ownership: 99.83%105.78% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 90

Holders
284
Holders Change
+39
Holders Change %
+15.92%
% of All Funds
6.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
70
Increased
77
Reduced
90
Closed
29
Calls
$128M
Puts
$43.8M
Net Calls
+$84.2M
Net Calls Change
+$64M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
251
RPG Investment Advisory
California
$11K
AIL
252
AGF Investments LLC
Ontario, Canada
$10K -$2.48K -72 -22%
US Bancorp
253
US Bancorp
Minnesota
$10K
CFA
254
Carroll Financial Associates
North Carolina
$9K
SPIA
255
Steward Partners Investment Advisory
New York
$9K +$4.07K +118 +83%
WCBA
256
Weaver C. Barksdale & Associates
Tennessee
$8K -$3K -87 -30%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$7K
MSFP
258
Mark Sheptoff Financial Planning
Connecticut
$7K
CAM
259
Close Asset Management
United Kingdom
$6K
TFS
260
TrustCore Financial Services
Tennessee
$6K +$5.55K +161 New
GAM
261
Gemmer Asset Management
California
$5K
MRCM
262
M&R Capital Management
New Jersey
$5K
PFBT
263
Parkside Financial Bank & Trust
Missouri
$5K
KJWM
264
Kiley Juergens Wealth Management
Washington
$5K +$5.27K +153 New
CCM
265
Covington Capital Management
California
$4K
GFP
266
Gryphon Financial Partners
Ohio
$4K +$3.52K +102 New
SSB
267
Sandy Spring Bank
Maryland
$4K +$3.55K +103 New
FGC
268
Financial Gravity Companies
Texas
$4K +$3.72K +108 New
Walleye Trading
269
Walleye Trading
New York
$3.54K +$3.29M +95,371 New
GWM
270
Geneos Wealth Management
Colorado
$3K
SBL
271
Sargent Bickham Lagudis
Colorado
$3K
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$3K +$2.52K +73 New
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$2.69K +78 New
AssetMark Inc
274
AssetMark Inc
California
$3K +$2.76K +80 New
Kovitz Investment Group Partners
275
Kovitz Investment Group Partners
Illinois
$1.21K -$343K -9,950 -23%

WOLF Hedge Fund Activity: Q4 2017 in Review

284 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q4 2017, worth a combined $3.85B — up 40% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new WOLF positions and 29 closed out — a net gain of 41 holders — while 77 added to existing stakes and 90 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $119M. The largest seller was Fidelity Investments, cutting an estimated $93M.

  • 284 institutional investors held Wolfspeed (WOLF) as of Q4 2017, up from 245 in Q3 2017.
  • Funds reported $3.85B of Wolfspeed stock for Q4 2017, up 40% quarter-over-quarter.
  • 70 funds opened new Wolfspeed positions in Q4 2017 and 29 closed out, a net change of +41 holders.
  • The largest Wolfspeed buyer in Q4 2017 was Capital Research Global Investors, an estimated $119M added.
  • The largest Wolfspeed seller in Q4 2017 was Fidelity Investments, an estimated $93M sold.

Based on aggregated 13F filings for Q4 2017.