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Wolfspeed

285 hedge funds and large institutions have $3.77B invested in Wolfspeed in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 100 increasing their positions, 91 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $56.4M | Put options by funds: $19M

10% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 91

0.93% more ownership

Funds ownership: 97.48%98.41% (+0.93%)

13% less funds holding

Funds holding: 327285 (-42)

22% less capital invested

Capital invested by funds: $4.85B → $3.77B (-$1.08B)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
285
Holders Change
-42
Holders Change %
-12.84%
% of All Funds
6.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
36
Increased
100
Reduced
91
Closed
74
Calls
$56.4M
Puts
$19M
Net Calls
+$37.4M
Net Calls Change
-$567K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$469M +$105M +2,327,626 +21%
BlackRock
2
BlackRock
New York
$409M -$42.8M -952,106 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$364M +$11.6M +258,307 +3%
ClearBridge Investments
4
ClearBridge Investments
New York
$319M +$5.53M +123,210 +1%
Primecap Management
5
Primecap Management
California
$258M -$30.6M -681,700 -9%
Coatue Management
6
Coatue Management
New York
$171M +$216M +4,816,339 New
State Street
7
State Street
Massachusetts
$102M +$1.6M +35,644 +1%
AllianceBernstein
8
AllianceBernstein
Tennessee
$100M +$68.2M +1,517,327 +116%
Artisan Partners
9
Artisan Partners
Wisconsin
$81.8M -$97M -2,160,053 -48%
Norges Bank
10
Norges Bank
Norway
$80.9M -$5.07M -112,823 -5%
FCM
11
Frontier Capital Management
Massachusetts
$74.7M +$59.2M +1,317,171 +167%
PG
12
Pendal Group
Australia
$70.7M -$5.93M -131,968 -6%
UBS AM
13
UBS AM
Illinois
$69.1M +$31M +690,009 +55%
N
14
Nuveen
North Carolina
$64.3M -$38.2M -849,389 -32%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$59.5M -$1.51M -33,573 -2%
IAM
16
Iridian Asset Management
Connecticut
$55.6M -$23.4M -521,723 -25%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$54.5M -$1.14M -25,382 -2%
Invesco
18
Invesco
Georgia
$52.6M +$2.64M +58,684 +4%
Fidelity International
19
Fidelity International
Bermuda
$49.6M +$18.5M +410,848 +42%
Bank of America
20
Bank of America
North Carolina
$48.7M +$26.6M +591,388 +76%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$46.1M +$1.82M +40,491 +3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$44.3M -$8.35M -185,782 -13%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$44.2M -$9.43M -209,918 -14%
LSCM
24
Light Street Capital Management
California
$37M +$46.8M +1,042,700 New
Charles Schwab
25
Charles Schwab
California
$35.5M +$2.27M +50,448 +5%

WOLF Hedge Fund Activity: Q1 2020 in Review

285 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q1 2020, worth a combined $3.77B — down 22% from $4.85B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of WOLF and 36 opened new positions — a net loss of 38 holders — while 91 trimmed existing stakes and 100 added.

The largest buyer was Coatue Management, opening a new position worth an estimated $216M. The largest seller was Artisan Partners, cutting an estimated $97M.

  • 285 institutional investors held Wolfspeed (WOLF) as of Q1 2020, down from 327 in Q4 2019.
  • Funds reported $3.77B of Wolfspeed stock for Q1 2020, down 22% quarter-over-quarter.
  • 36 funds opened new Wolfspeed positions in Q1 2020 and 74 closed out, a net change of -38 holders.
  • The largest Wolfspeed buyer in Q1 2020 was Coatue Management, an estimated $216M added.
  • The largest Wolfspeed seller in Q1 2020 was Artisan Partners, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2020.