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Wolfspeed

471 hedge funds and large institutions have $9.02B invested in Wolfspeed in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 166 increasing their positions, 173 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $142M | Put options by funds: $119M

3.35% more ownership

Funds ownership: 108.42%111.77% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $9.26B → $9.02B (-$239M)

4% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 173

5% less funds holding

Funds holding: 497471 (-26)

25% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 73

Holders
471
Holders Change
-26
Holders Change %
-5.23%
% of All Funds
7.51%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
55
Increased
166
Reduced
173
Closed
73
Calls
$142M
Puts
$119M
Net Calls
+$23.1M
Net Calls Change
-$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.12B -$48.2M -659,544 -4%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.02B +$19.8M +270,616 +2%
Capital International Investors
3
Capital International Investors
California
$824M +$126M +1,723,290 +16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$780M +$5.69M +77,891 +0.7%
Capital World Investors
5
Capital World Investors
California
$474M +$89.4M +1,222,952 +20%
ClearBridge Investments
6
ClearBridge Investments
New York
$365M -$5.73M -78,463 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$333M +$7.31M +100,068 +2%
State Street
8
State Street
Massachusetts
$293M +$21.7M +296,669 +7%
Norges Bank
9
Norges Bank
Norway
$227M +$19.3M +263,932 +8%
Bank of America
10
Bank of America
North Carolina
$124M +$61.3M +839,272 +78%
Primecap Management
11
Primecap Management
California
$121M -$87.7K -1,200 -0.1%
Morgan Stanley
12
Morgan Stanley
New York
$119M -$9.6M -131,347 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$114M +$4.85M +66,337 +4%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$106M +$45.6M +624,528 +62%
Artisan Partners
15
Artisan Partners
Wisconsin
$101M -$23.1M -315,505 -17%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$97.6M +$10.8M +147,431 +11%
Invesco
17
Invesco
Georgia
$92.4M +$1.98M +27,133 +2%
Wells Fargo
18
Wells Fargo
California
$92.4M +$5.34M +73,087 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$92.3M -$2.34M -32,035 -2%
EAM
20
Eagle Asset Management
Florida
$91.3M +$13M +177,987 +14%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$88.4M -$5.79M -79,216 -6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$83.2M +$12M +164,666 +15%
Fidelity International
23
Fidelity International
Bermuda
$76.3M +$85.8M +1,174,109 New
FCM
24
Frontier Capital Management
Massachusetts
$75.8M +$1.12M +15,376 +1%
Northern Trust
25
Northern Trust
Illinois
$70.8M +$2.56M +35,103 +3%

WOLF Hedge Fund Activity: Q1 2023 in Review

471 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q1 2023, worth a combined $9.02B — down 2.6% from $9.26B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of WOLF and 55 opened new positions — a net loss of 18 holders — while 173 trimmed existing stakes and 166 added.

The largest buyer was Capital International Investors, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $48.2M.

  • 471 institutional investors held Wolfspeed (WOLF) as of Q1 2023, down from 497 in Q4 2022.
  • Funds reported $9.02B of Wolfspeed stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 55 funds opened new Wolfspeed positions in Q1 2023 and 73 closed out, a net change of -18 holders.
  • The largest Wolfspeed buyer in Q1 2023 was Capital International Investors, an estimated $126M added.
  • The largest Wolfspeed seller in Q1 2023 was BlackRock, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2023.