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Wolfspeed
WOLF

439 hedge funds and large institutions have $7.64B invested in Wolfspeed in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 161 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 161

1.42% less ownership

Funds ownership: 111.77% → 110.34% (-1.4%)

7% less funds holding

Funds holding: 471 → 439 (-32)

15% less capital invested

Capital invested by funds: $9.02B → $7.64B (-$1.38B)

17% less call options, than puts

Call options by funds: $174M | Put options by funds: $209M

38% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 81

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
439
Holders Change
-32
Holders Change %
-6.79%
% of All Funds
6.89%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
147
Reduced
161
Closed
81
Calls
$174M
Puts
$209M
Net Calls
-$34.7M
Net Calls Change
-$57.8M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$108M
2
Morgan Stanley
Morgan Stanley
New York
+$41M
3
FCM
Frontier Capital Management
Massachusetts
+$39.3M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$34.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$32M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$113M
2
Capital World Investors
Capital World Investors
California
-$96.9M
3
EAM
Eagle Asset Management
Florida
-$91.3M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$77.3M
5
Bank of America
Bank of America
North Carolina
-$45.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
501
International Assets Investment Management
Florida
– -$4.74K -73 Closed
ST
502
Sageworth Trust
Pennsylvania
– -$4.74K -73 Closed
STCOSD
503
Sageworth Trust Company of South Dakota
South Dakota
– -$4.09K -63 Closed
BTI
504
Blue Trust Inc
Georgia
– -$3K -57 Closed
JGIA
505
Jackson Grant Investment Advisers
Connecticut
– -$2.66K -41 Closed
SC
506
Schubert & Co
Texas
– -$1.95K -30 Closed
ANBT
507
American National Bank & Trust
Texas
– -$1.75K -27 Closed
EI
508
Ellevest Inc
New York
– -$1.62K -25 Closed
CBT
509
Central Bank & Trust
Kentucky
– -$1.56K -24 Closed
TJHA
510
Thomas J. Herzfeld Advisors
Florida
– -$1.36K -21 Closed
BIA
511
Bell Investment Advisors
California
– -$910 -14 Closed
JWA
512
JFS Wealth Advisors
Pennsylvania
– -$845 -13 Closed
SWA
513
Sutton Wealth Advisors
Florida
– -$844 -13 Closed
ZB
514
Zions Bancorporation
Utah
– -$650 -10 Closed
DI
515
Disciplined Investments
Oklahoma
– -$585 -9 Closed
MA
516
Montag & Associates
Georgia
– -$585 -9 Closed
AIC
517
Archer Investment Corporation
Indiana
– -$390 -6 Closed
EWA
518
EverSource Wealth Advisors
Alabama
– -$260 -4 Closed
TWA
519
TCI Wealth Advisors
Arizona
– -$195 -3 Closed
SIC
520
SJS Investment Consulting
Ohio
– -$130 -2 Closed
Lazard Asset Management
521
Lazard Asset Management
New York
– +$306 +6 +100%
17 18 19 20
21

WOLF Hedge Fund Activity: Q2 2023 in Review

439 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q2 2023, worth a combined $7.64B — down 15% from $9.02B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of WOLF and 50 opened new positions — a net loss of 31 holders — while 161 trimmed existing stakes and 147 added.

The largest buyer was Norges Bank, adding an estimated $108M. The largest seller was JP Morgan Chase, cutting an estimated $113M.

  • 439 institutional investors held Wolfspeed (WOLF) as of Q2 2023, down from 471 in Q1 2023.
  • Funds reported $7.64B of Wolfspeed stock for Q2 2023, down 15% quarter-over-quarter.
  • 50 funds opened new Wolfspeed positions in Q2 2023 and 81 closed out, a net change of -31 holders.
  • The largest Wolfspeed buyer in Q2 2023 was Norges Bank, an estimated $108M added.
  • The largest Wolfspeed seller in Q2 2023 was JP Morgan Chase, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2023.