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Wolfspeed

339 hedge funds and large institutions have $14.8B invested in Wolfspeed in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 104 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $12.1B → $14.8B (+$2.71B)

22% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 104

2% less call options, than puts

Call options by funds: $175M | Put options by funds: $179M

5.55% less ownership

Funds ownership: 107.48%101.92% (-5.6%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less funds holding

Funds holding: 402339 (-63)

58% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 106

Holders
339
Holders Change
-63
Holders Change %
-15.67%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
45
Increased
127
Reduced
104
Closed
106
Calls
$175M
Puts
$179M
Net Calls
-$3.92M
Net Calls Change
-$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$5.41B -$21M -236,504 -17%
BlackRock
2
BlackRock
New York
$1.33B -$10.7M -120,489 -0.7%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.15B +$5.1M +57,434 +0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$877M +$495K +5,574 +0.1%
Capital International Investors
5
Capital International Investors
California
$829M +$10.3M +115,432 +1%
ClearBridge Investments
6
ClearBridge Investments
New York
$567M -$6.54M -73,675 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$418M -$232M -2,611,080 -34%
Norges Bank
8
Norges Bank
Norway
$282M +$45M +506,424 +17%
State Street
9
State Street
Massachusetts
$263M +$11.3M +127,378 +4%
Primecap Management
10
Primecap Management
California
$206M -$701K -7,898 -0.3%
Artisan Partners
11
Artisan Partners
Wisconsin
$173M +$19.8M +223,314 +12%
AllianceBernstein
12
AllianceBernstein
Tennessee
$153M -$59.2M -666,560 -26%
Invesco
13
Invesco
Georgia
$122M -$82.8M -932,108 -38%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$119M +$295K +3,327 +0.2%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$114M -$1.45M -16,286 -1%
PG
16
Pendal Group
Australia
$114M +$30M +337,934 +32%
American Century Companies
17
American Century Companies
Missouri
$111M +$47.9M +539,441 +64%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$107M -$149K -1,674 -0.1%
Goldman Sachs
19
Goldman Sachs
New York
$107M +$25.1M +282,851 +27%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$95.3M +$52.7M +593,011 +101%
Bank of America
21
Bank of America
North Carolina
$92.1M -$4.46M -50,219 -4%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$87.5M +$57.6M +648,400 +149%
FCM
23
Frontier Capital Management
Massachusetts
$82.4M -$9.95M -112,023 -10%
Capital World Investors
24
Capital World Investors
California
$82.3M +$31.2M +350,886 +52%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$81.6M +$24.7M +277,666 +38%

WOLF Hedge Fund Activity: Q3 2021 in Review

339 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q3 2021, worth a combined $14.8B — up 22% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of WOLF and 45 opened new positions — a net loss of 61 holders — while 104 trimmed existing stakes and 127 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $57.6M. The largest seller was JP Morgan Chase, cutting an estimated $232M.

  • 339 institutional investors held Wolfspeed (WOLF) as of Q3 2021, down from 402 in Q2 2021.
  • Funds reported $14.8B of Wolfspeed stock for Q3 2021, up 22% quarter-over-quarter.
  • 45 funds opened new Wolfspeed positions in Q3 2021 and 106 closed out, a net change of -61 holders.
  • The largest Wolfspeed buyer in Q3 2021 was Canada Pension Plan Investment Board, an estimated $57.6M added.
  • The largest Wolfspeed seller in Q3 2021 was JP Morgan Chase, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2021.