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Wolfspeed

284 hedge funds and large institutions have $3.85B invested in Wolfspeed in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 77 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $128M | Put options by funds: $43.8M

141% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 29

40% more capital invested

Capital invested by funds: $2.75B → $3.85B (+$1.1B)

16% more funds holding

Funds holding: 245284 (+39)

5.95% more ownership

Funds ownership: 99.83%105.78% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 90

Holders
284
Holders Change
+39
Holders Change %
+15.92%
% of All Funds
6.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
70
Increased
77
Reduced
90
Closed
29
Calls
$128M
Puts
$43.8M
Net Calls
+$84.2M
Net Calls Change
+$64M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$441M -$44.8M -1,301,180 -10%
BlackRock
2
BlackRock
New York
$403M +$28.9M +839,319 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$316M +$6.37M +184,735 +2%
Primecap Management
4
Primecap Management
California
$308M -$3.13M -90,900 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$306M +$898K +26,058 +0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$219M -$93M -2,699,409 -31%
FC
7
Fairpointe Capital
Illinois
$179M -$37.8M -1,095,725 -19%
State Street
8
State Street
Massachusetts
$135M -$861K -24,970 -0.7%
Capital Research Global Investors
9
Capital Research Global Investors
California
$128M +$119M +3,446,743 New
Goldman Sachs
10
Goldman Sachs
New York
$118M +$8.9M +258,370 +9%
NSLI
11
Nan Shan Life Insurance
Taiwan
$85.8M +$79.6M +2,308,832 New
O
12
OppenheimerFunds
New York
$69.9M +$29.9M +866,361 +85%
IAM
13
Iridian Asset Management
Connecticut
$53.3M +$49.5M +1,435,457 New
Northern Trust
14
Northern Trust
Illinois
$52.5M -$1.36M -39,418 -3%
CCM
15
Criterion Capital Management
California
$50M +$36.2M +1,049,755 +354%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$41.8M -$425K -12,344 -1%
TA
17
Teachers Advisors
New York
$38.1M +$29.3M +851,025 +485%
Morgan Stanley
18
Morgan Stanley
New York
$34.5M -$182K -5,286 -0.6%
Victory Capital Management
19
Victory Capital Management
Texas
$33.7M +$14.9M +432,756 +91%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$32.6M +$183K +5,297 +0.6%
Wells Fargo
21
Wells Fargo
California
$31.3M -$842K -24,441 -3%
Fidelity International
22
Fidelity International
Bermuda
$29M -$19.1M -553,899 -41%
Charles Schwab
23
Charles Schwab
California
$28.2M +$1.4M +40,559 +6%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$27.5M -$1.77M -51,400 -6%
Norges Bank
25
Norges Bank
Norway
$26.2M +$2.02M +58,513 +9%

WOLF Hedge Fund Activity: Q4 2017 in Review

284 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q4 2017, worth a combined $3.85B — up 40% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new WOLF positions and 29 closed out — a net gain of 41 holders — while 77 added to existing stakes and 90 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $119M. The largest seller was Fidelity Investments, cutting an estimated $93M.

  • 284 institutional investors held Wolfspeed (WOLF) as of Q4 2017, up from 245 in Q3 2017.
  • Funds reported $3.85B of Wolfspeed stock for Q4 2017, up 40% quarter-over-quarter.
  • 70 funds opened new Wolfspeed positions in Q4 2017 and 29 closed out, a net change of +41 holders.
  • The largest Wolfspeed buyer in Q4 2017 was Capital Research Global Investors, an estimated $119M added.
  • The largest Wolfspeed seller in Q4 2017 was Fidelity Investments, an estimated $93M sold.

Based on aggregated 13F filings for Q4 2017.