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Wolfspeed
WOLF

Overview Fund Activity

260 hedge funds and large institutions have $2.15B invested in Wolfspeed in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 90 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-13
Holders Change %
-4.76%
% of All Funds
6.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
90
Reduced
106
Closed
33
Calls
$40.7M
Puts
$46.4M
Net Calls
-$5.69M
Net Calls Change
-$643K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$281M
2
BFA
2
BlackRock Fund Advisors
California
$98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.09M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$193M
5
PCM
5
Penn Capital Management
Pennsylvania
$5.96M

Top Sellers

1
FC
1
Fairpointe Capital
Illinois
$134M
2
O
2
OppenheimerFunds
New York
$275K
3
ClearBridge Investments
3
ClearBridge Investments
New York
$360M
4
Primecap Management
4
Primecap Management
California
$228M
5
GC
5
Guggenheim Capital
Illinois
$967K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
201
Advisors Asset Management
Colorado
$62K -$5.17K -200 -8%
IGIM
202
I.G. Investment Management
Manitoba, Canada
$62K – – –
FO
203
FT Options
Illinois
$53K +$53K +2,073 New
JPMorgan Chase & Co
204
JPMorgan Chase & Co
New York
$52K -$79.1K -3,065 -60%
MFS
205
MSI Financial Services
Massachusetts
$51K -$14K -544 -22%
PWM
206
Perigon Wealth Management
California
$47K -$143K -5,520 -75%
MDCM
207
Morgan Dempsey Capital Management
Wisconsin
$46K – – –
SFFS
208
Stonehage Fleming Financial Services
Jersey
$45K +$45K +1,750 New
EWM
209
Evercore Wealth Management
New York
$39K – – –
TRCT
210
Tower Research Capital (TRC)
New York
$38K -$23K -909 -38%
RFA
211
Reilly Financial Advisors
California
$33K +$25.4K +1,000 +333%
LWCFA
212
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K -$1.43M -56,060 -98%
IA
213
IFP Advisors
Florida
$28K -$1.71K -67 -6%
US Bancorp
214
US Bancorp
Minnesota
$27K -$75.3K -2,985 -74%
IWM
215
Integrated Wealth Management
California
$26K – – –
CFG
216
CKW Financial Group
Hawaii
$26K +$26K +1,010 New
BL
217
Balentine LLC
Georgia
$25K +$25K +991 New
NFG
218
Next Financial Group
Texas
$24K +$16.9K +656 +239%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$23K +$7.5K +286 +48%
HI
220
Hudock Inc
Pennsylvania
$22K – – –
PCM
221
Prelude Capital Management
New York
$21K +$21K +800 New
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$19K -$74 -3 -0.4%
TF
223
Tompkins Financial
New York
$19K – – –
VCM
224
Vigilant Capital Management
Maine
$18K – – –
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$15K +$10K +400 +200%
7 8
9
10 11