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Wolfspeed

402 hedge funds and large institutions have $6.11B invested in Wolfspeed in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 128 increasing their positions, 134 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

17% more capital invested

Capital invested by funds: $5.23B → $6.11B (+$883M)

2.54% more ownership

Funds ownership: 109.46%112% (+2.5%)

1% less funds holding

Funds holding: 406402 (-4)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

4% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 134

35% less call options, than puts

Call options by funds: $263M | Put options by funds: $404M

Holders
402
Holders Change
-4
Holders Change %
-0.99%
% of All Funds
5.86%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
81
Increased
128
Reduced
134
Closed
82
Calls
$263M
Puts
$404M
Net Calls
-$141M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
276
Avantax Advisory Services
Texas
$201K +$167K +4,610 New
Qube Research & Technologies (QRT)
277
Qube Research & Technologies (QRT)
United Kingdom
$191K +$160K +4,399 New
GXJ
278
Global X Japan
Japan
$140K +$117K +3,212 New
GAMC
279
Garner Asset Management Corp
Texas
$128K +$165K +4,555 New
CT
280
Cambridge Trust
Massachusetts
$123K
FP
281
Financial Perspectives
Minnesota
$117K
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$114K -$18.8K -519 -16%
US Bancorp
283
US Bancorp
Minnesota
$114K +$36.6K +1,010 +62%
ACM
284
Aubrey Capital Management
United Kingdom
$104K
IWA
285
Icon Wealth Advisors
Texas
$103K +$86.1K +2,374 New
APW
286
Atlantic Private Wealth
North Carolina
$102K
MIFH
287
Migdal Insurance & Financial Holdings
Israel
$94K -$5.12K -141 -6%
Asset Management One
288
Asset Management One
Japan
$90.3K -$2.06M -56,658 -97%
VNA
289
Valley National Advisers
Pennsylvania
$89K -$3.81K -105 -5%
SS
290
Sunbelt Securities
Texas
$88K
DWMG
291
DB Wealth Management Group
California
$78.3K
ACM
292
Aquatic Capital Management
Illinois
$78K +$65.3K +1,800 New
APC
293
Aspire Private Capital
North Carolina
$76.1K -$9.07K -250 -13%
HI
294
Horizon Investments
North Carolina
$75.6K +$1.09K +30 +2%
Bank Julius Baer & Co
295
Bank Julius Baer & Co
Switzerland
$61.7K -$36 -1 -0.1%
CYG
296
Clean Yield Group
Vermont
$60.9K
EC
297
EntryPoint Capital
New York
$57.5K +$47.9K +1,321 New
GWS
298
Glassman Wealth Services
Virginia
$51.4K -$327 -9 -0.8%
CA
299
Clearstead Advisors
Ohio
$50.3K -$20.5K -565 -33%
RS
300
Rakuten Securities
Japan
$48.1K +$40.1K +1,105 New

WOLF Hedge Fund Activity: Q4 2023 in Review

402 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q4 2023, worth a combined $6.11B — up 17% from $5.23B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of WOLF and 81 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 128 added.

The largest buyer was Morgan Stanley, adding an estimated $51.5M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $86.6M sold.

  • 402 institutional investors held Wolfspeed (WOLF) as of Q4 2023, down from 406 in Q3 2023.
  • Funds reported $6.11B of Wolfspeed stock for Q4 2023, up 17% quarter-over-quarter.
  • 81 funds opened new Wolfspeed positions in Q4 2023 and 82 closed out, a net change of -1 holder.
  • The largest Wolfspeed buyer in Q4 2023 was Morgan Stanley, an estimated $51.5M added.
  • The largest Wolfspeed seller in Q4 2023 was William Blair Investment Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q4 2023.