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Wolfspeed

410 hedge funds and large institutions have $13.1B invested in Wolfspeed in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 145 increasing their positions, 133 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

54% more call options, than puts

Call options by funds: $225M | Put options by funds: $146M

7% more funds holding

Funds holding: 384410 (+26)

2.48% more ownership

Funds ownership: 106.75%109.24% (+2.5%)

9% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 133

5% more capital invested

Capital invested by funds: $12.5B → $13.1B (+$590M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
410
Holders Change
+26
Holders Change %
+6.77%
% of All Funds
7.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
78
Increased
145
Reduced
133
Closed
47
Calls
$225M
Puts
$146M
Net Calls
+$79.5M
Net Calls Change
-$302M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.63B +$113M +1,001,425 +7%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.5B +$38.6M +343,963 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.17B +$74.9M +667,105 +7%
Capital International Investors
4
Capital International Investors
California
$1.04B +$159M +1,414,992 +17%
ClearBridge Investments
5
ClearBridge Investments
New York
$809M -$47M -417,996 -5%
JP Morgan Chase
6
JP Morgan Chase
New York
$705M +$419M +3,727,947 +133%
State Street
7
State Street
Massachusetts
$307M +$4.06M +36,116 +1%
Primecap Management
8
Primecap Management
California
$279M -$73.7M -655,900 -20%
Invesco
9
Invesco
Georgia
$274M +$12.2M +108,836 +4%
Norges Bank
10
Norges Bank
Norway
$268M -$33.7M -300,139 -11%
WRCM
11
Whale Rock Capital Management
Massachusetts
$249M -$199M -1,769,578 -43%
AllianceBernstein
12
AllianceBernstein
Tennessee
$202M +$34.5M +307,515 +20%
Artisan Partners
13
Artisan Partners
Wisconsin
$197M -$73.7M -655,954 -26%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$177M +$52.7M +469,037 +40%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$156M -$22.8M -202,606 -12%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$156M +$898K +7,994 +0.6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$146M -$2.97M -26,473 -2%
N
18
Nuveen
North Carolina
$130M -$1.9M -16,929 -1%
FCM
19
Frontier Capital Management
Massachusetts
$127M -$24.4M -217,498 -16%
IAM
20
Iridian Asset Management
Connecticut
$120M -$14.6M -130,386 -10%
First Trust Advisors
21
First Trust Advisors
Illinois
$118M +$29.4M +261,674 +32%
Bank of America
22
Bank of America
North Carolina
$114M +$55.5M +494,131 +88%
Goldman Sachs
23
Goldman Sachs
New York
$111M +$565K +5,032 +0.5%
PG
24
Pendal Group
Australia
$106M -$30.5M -271,714 -22%
Northern Trust
25
Northern Trust
Illinois
$105M +$10.8M +96,091 +11%

WOLF Hedge Fund Activity: Q1 2021 in Review

410 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q1 2021, worth a combined $13.1B — up 4.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new WOLF positions and 47 closed out — a net gain of 31 holders — while 145 added to existing stakes and 133 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $419M. The largest seller was Coatue Management, exiting entirely with an estimated $204M sold.

  • 410 institutional investors held Wolfspeed (WOLF) as of Q1 2021, up from 384 in Q4 2020.
  • Funds reported $13.1B of Wolfspeed stock for Q1 2021, up 4.7% quarter-over-quarter.
  • 78 funds opened new Wolfspeed positions in Q1 2021 and 47 closed out, a net change of +31 holders.
  • The largest Wolfspeed buyer in Q1 2021 was JP Morgan Chase, an estimated $419M added.
  • The largest Wolfspeed seller in Q1 2021 was Coatue Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2021.