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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
Charles Schwab
26
Charles Schwab
California
$35.2M +$1.26M +34,865 +5%
Millennium Management
27
Millennium Management
New York
$35M +$21.1M +581,476 +260%
CWM
28
CIBC World Markets
New York
$34.8M +$29M +800,000 New
Rafferty Asset Management
29
Rafferty Asset Management
New York
$34.2M +$3.74M +102,948 +15%
N
30
Nuveen
North Carolina
$34.1M -$8.99M -247,808 -24%
FCM
31
Frontier Capital Management
Massachusetts
$33.2M -$3.62M -99,661 -12%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$30.8M +$8.55M +235,634 +50%
UM
33
UniSuper Management
Australia
$30.6M -$32.7K -900 -0.1%
WM
34
WS Management
Florida
$30.3M +$17.4M +478,488 +219%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$29M +$2.83M +78,071 +13%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$28.2M +$5.22M +143,842 +29%
First Trust Advisors
37
First Trust Advisors
Illinois
$27.5M -$1.25M -34,552 -5%
HJGA
38
Hardman Johnston Global Advisors
Connecticut
$26.7M -$732K -20,165 -3%
Barclays
39
Barclays
United Kingdom
$25.6M +$3.13M +86,287 +17%
NSLI
40
Nan Shan Life Insurance
Taiwan
$25.2M -$727K -20,034 -3%
PCH
41
Polar Capital Holdings
United Kingdom
$24.1M +$4.69M +129,200 +30%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$23.2M -$4M -110,132 -17%
UBS Group
43
UBS Group
Switzerland
$22.9M +$11.2M +308,315 +141%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$22.9M -$3.47M -95,776 -16%
Squarepoint
45
Squarepoint
New York
$22.9M +$6.38M +175,772 +50%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$22.4M +$16.5M +454,252 +744%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$21.5M +$16M +441,812 +846%
Franklin Resources
48
Franklin Resources
California
$20.9M -$8.76M -241,465 -33%
EAM
49
Erste Asset Management
Austria
$20.7M +$3.18M +87,522 +24%
Principal Financial Group
50
Principal Financial Group
Iowa
$20M +$32.7K +901 +0.2%

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.