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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
CFA
251
Carroll Financial Associates
North Carolina
$9K
SPIA
252
Steward Partners Investment Advisory
New York
$8K -$1.51K -40 -15%
MSFP
253
Mark Sheptoff Financial Planning
Connecticut
$8K
CAM
254
Close Asset Management
United Kingdom
$6K
TFS
255
TrustCore Financial Services
Tennessee
$6K
IBOK
256
Independence Bank of Kentucky
Kentucky
$6K +$5.16K +137 New
KCPG
257
Kavar Capital Partners Group
Kansas
$6K +$5.65K +150 New
GAM
258
Gemmer Asset Management
California
$5K
PFBT
259
Parkside Financial Bank & Trust
Missouri
$5K
FGC
260
Financial Gravity Companies
Texas
$5K +$452 +12 +11%
FGAM
261
Financial Gravity Asset Management
Texas
$5K +$4.52K +120 New
PCG
262
Private Capital Group
Connecticut
$4K -$942 -25 -20%
GWM
263
Geneos Wealth Management
Colorado
$4K
GFP
264
Gryphon Financial Partners
Ohio
$4K
SSB
265
Sandy Spring Bank
Maryland
$4K
WF
266
WealthTrust Fairport
Ohio
$4K +$3.77K +100 New
AssetMark Inc
267
AssetMark Inc
California
$3K
SBL
268
Sargent Bickham Lagudis
Colorado
$3K
GRP
269
Global Retirement Partners
California
$3K +$3.09K +82 New
First Manhattan
270
First Manhattan
New York
$2K -$11.6K -308 -86%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.66K +44 New
RCAG
272
Rehmann Capital Advisory Group
Michigan
$2K +$2K +53 New
LWA
273
Lowe Wealth Advisors
Maryland
$1K
QCG
274
Quadrant Capital Group
Ohio
$1K
VNA
275
Valley National Advisers
Pennsylvania
$1K

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.