Wolfspeed
WOLF
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.
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: 245 → 284 (+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: 2 → 2 (0)
14% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$119M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$79.6M |
| 3 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$49.5M |
| 4 |
CCM
Criterion Capital Management
San Francisco,
California
|
+$36.2M |
| 5 |
O
OppenheimerFunds
New York
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$93M |
| 2 |
ClearBridge Investments
New York
|
-$44.8M |
| 3 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$37.8M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$19.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$17.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
301
Wedbush Securities
Los Angeles,
California
| – | -$270K | -9,574 | Closed |
|
302
Simplex Trading
Chicago,
Illinois
| – | -$227K | -6,597 | Closed |
|
|
CLOS
303
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$87K | -3,100 | Closed |
|
|
NFG
304
Next Financial Group
Houston,
Texas
| – | -$11K | -387 | Closed |
|
|
RFA
305
Reilly Financial Advisors
La Mesa,
California
| – | -$8K | -300 | Closed |
|
|
WIM
306
Westside Investment Management
Santa Monica,
California
| – | -$8.85K | -300 | Closed |
|
|
MCIA
307
Mountain Capital Investment Advisors
Westminster,
Colorado
| – | -$3K | -117 | Closed |
|
|
TDC
308
Thompson Davis & Co
Richmond,
Virginia
| – | -$3K | -90 | Closed |
|
|
IWM
309
IHT Wealth Management
Chicago,
Illinois
| – | -$2K | -79 | Closed |
|
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.