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Wolfspeed

350 hedge funds and large institutions have $6.11B invested in Wolfspeed in 2019 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 109 increasing their positions, 116 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $131M | Put options by funds: $46.3M

62% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 45

7% more funds holding

Funds holding: 327350 (+23)

4% less capital invested

Capital invested by funds: $6.39B → $6.11B (-$277M)

6% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 116

4.67% less ownership

Funds ownership: 108.1%103.43% (-4.7%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
350
Holders Change
+23
Holders Change %
+7.03%
% of All Funds
7.6%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
73
Increased
109
Reduced
116
Closed
45
Calls
$131M
Puts
$46.3M
Net Calls
+$84.8M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
301
TrustCore Financial Services
Tennessee
$18K
LFG
302
Larson Financial Group
Missouri
$15K +$12.2K +200 +286%
ASN
303
Advisory Services Network
Georgia
$14K +$15.3K +250 New
MCM
304
McMillion Capital Management
North Carolina
$13K +$14.7K +240 New
FHA
305
Flagship Harbor Advisors
Massachusetts
$12K
WEC
306
Winslow Evans & Crocker
Massachusetts
$12K +$12.6K +206 New
CIA
307
CSat Investment Advisory
Michigan
$12K +$13K +213 New
CFA
308
Carroll Financial Associates
North Carolina
$11K
MSFP
309
Mark Sheptoff Financial Planning
Connecticut
$11K
LWM
310
Liberty Wealth Management
California
$11K +$1.41K +23 +14%
HMS
311
Hanseatic Management Services
New Mexico
$10K -$15.6K -255 -58%
GAM
312
Gemmer Asset Management
California
$10K
S
313
SignatureFD
Georgia
$10K +$794 +13 +8%
RIA
314
RPG Investment Advisory
California
$8K -$9.16K -150 -50%
GWS
315
Glassman Wealth Services
Virginia
$8K +$1.22K +20 +17%
KCPG
316
Kavar Capital Partners Group
Kansas
$8K +$9.16K +150 New
FIB
317
First Interstate Bank
Montana
$7K
SPIA
318
Steward Partners Investment Advisory
New York
$7K +$7.7K +126 New
BBHC
319
Brown Brothers Harriman & Co
New York
$6K -$3.54K -58 -34%
FGAM
320
Financial Gravity Asset Management
Texas
$6K -$1.34K -22 -18%
GAM
321
Griffin Asset Management
New York
$6K +$6.11K +100 New
FHA
322
First Horizon Advisors
Tennessee
$5K -$1.77K -29 -23%
BWA
323
BDO Wealth Advisors
Florida
$5K
QCG
324
Quadrant Capital Group
Ohio
$4K -$26.6K -435 -80%
AssetMark Inc
325
AssetMark Inc
California
$4K

WOLF Hedge Fund Activity: Q2 2019 in Review

350 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q2 2019, worth a combined $6.11B — down 4.3% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new WOLF positions and 45 closed out — a net gain of 28 holders — while 109 added to existing stakes and 116 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $147M. The largest seller was BlackRock, cutting an estimated $129M.

  • 350 institutional investors held Wolfspeed (WOLF) as of Q2 2019, up from 327 in Q1 2019.
  • Funds reported $6.11B of Wolfspeed stock for Q2 2019, down 4.3% quarter-over-quarter.
  • 73 funds opened new Wolfspeed positions in Q2 2019 and 45 closed out, a net change of +28 holders.
  • The largest Wolfspeed buyer in Q2 2019 was Nuveen, an estimated $147M added.
  • The largest Wolfspeed seller in Q2 2019 was BlackRock, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2019.