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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
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$1.44K -$3.92K -108 -77%
HIA
377
Harbor Investment Advisory
Maryland
$1.26K
TAM
378
Tucker Asset Management
Colorado
$1.09K
PFBT
379
Parkside Financial Bank & Trust
Missouri
$1.09K +$617 +17 +213%
CP
380
Castleview Partners
Texas
$1.09K +$907 +25 New
GRP
381
Global Retirement Partners
California
$1.05K +$1.05K +29 +967%
BIA
382
Bell Investment Advisors
California
$1.04K +$327 +9 +60%
HFM
383
Harvest Fund Management
China
$1K -$353K -9,734 -100%
FMP
384
Financial Management Professionals
Texas
$1K
AW
385
Avion Wealth
Texas
$1K +$73 +2 +15%
Lazard Asset Management
386
Lazard Asset Management
New York
$1K +$435 +12 +100%
KFS
387
Kelly Financial Services
Massachusetts
$870 -$145 -4 -17%
KFI
388
Key Financial Inc
Pennsylvania
$783
BGAI
389
Bruce G. Allen Investments
Colorado
$696 +$581 +16 New
RFG
390
REAP Financial Group
Texas
$653 +$544 +15 New
SWM
391
Spire Wealth Management
Virginia
$648
TFM
392
TFC Financial Management
Massachusetts
$436 +$363 +10 New
TF
393
Tompkins Financial
New York
$435
RA
394
Rise Advisors
New York
$348
VCM
395
Versant Capital Management
Arizona
$305 -$181 -5 -42%
RG
396
Retirement Group
California
$305
GI
397
Gradient Investments
Minnesota
$174
CT
398
Colonial Trust
South Carolina
$55 -$3.7K -102 -99%
TWP
399
TFO Wealth Partners
Ohio
$44
MCM
400
MV Capital Management
Maryland
$44 +$36 +1 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.