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Wolfspeed

441 hedge funds and large institutions have $14.8B invested in Wolfspeed in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 178 increasing their positions, 112 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 112

42% more call options, than puts

Call options by funds: $205M | Put options by funds: $145M

7% more capital invested

Capital invested by funds: $13.8B → $14.8B (+$959M)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

1.35% less ownership

Funds ownership: 106.67%105.32% (-1.4%)

2% less funds holding

Funds holding: 450441 (-9)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
441
Holders Change
-9
Holders Change %
-2%
% of All Funds
6.96%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
73
Increased
178
Reduced
112
Closed
74
Calls
$205M
Puts
$145M
Net Calls
+$60.4M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.87B +$153M +1,515,275 +10%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.58B -$39M -386,690 -3%
Capital International Investors
3
Capital International Investors
California
$1.35B +$92.1M +914,180 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.32B +$65.3M +647,963 +6%
ClearBridge Investments
5
ClearBridge Investments
New York
$700M -$18.9M -188,085 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$581M -$6.29M -62,422 -1%
State Street
7
State Street
Massachusetts
$397M +$20.6M +204,457 +6%
Norges Bank
8
Norges Bank
Norway
$390M +$25.4M +251,681 +8%
AllianceBernstein
9
AllianceBernstein
Tennessee
$293M -$30.4M -302,144 -11%
American Century Companies
10
American Century Companies
Missouri
$277M +$106M +1,053,708 +76%
Capital World Investors
11
Capital World Investors
California
$271M +$68.5M +679,922 +40%
Artisan Partners
12
Artisan Partners
Wisconsin
$264M -$3.11M -30,829 -1%
Primecap Management
13
Primecap Management
California
$245M -$5.1M -50,600 -2%
Goldman Sachs
14
Goldman Sachs
New York
$243M +$22.8M +226,749 +12%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$235M -$6.02M -59,715 -3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$211M +$7.76M +77,086 +4%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$199M +$168M +1,667,559 +2,111%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$176M +$11.2M +111,287 +8%
Invesco
19
Invesco
Georgia
$159M +$2.72M +27,015 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$156M +$4.11M +40,778 +3%
Bank of America
21
Bank of America
North Carolina
$155M +$13.3M +132,331 +11%
FCM
22
Frontier Capital Management
Massachusetts
$143M -$15.2M -151,347 -11%
N
23
Nuveen
North Carolina
$129M -$1.6M -15,933 -1%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$126M -$2.25M -22,344 -2%
PG
25
Pendal Group
Australia
$125M -$2.42M -24,034 -2%

WOLF Hedge Fund Activity: Q1 2022 in Review

441 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q1 2022, worth a combined $14.8B — up 6.9% from $13.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of WOLF and 73 opened new positions — a net loss of 1 holder — while 112 trimmed existing stakes and 178 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $168M. The largest seller was Allianz Asset Management, cutting an estimated $68.3M.

  • 441 institutional investors held Wolfspeed (WOLF) as of Q1 2022, down from 450 in Q4 2021.
  • Funds reported $14.8B of Wolfspeed stock for Q1 2022, up 6.9% quarter-over-quarter.
  • 73 funds opened new Wolfspeed positions in Q1 2022 and 74 closed out, a net change of -1 holder.
  • The largest Wolfspeed buyer in Q1 2022 was T. Rowe Price Associates, an estimated $168M added.
  • The largest Wolfspeed seller in Q1 2022 was Allianz Asset Management, an estimated $68.3M sold.

Based on aggregated 13F filings for Q1 2022.