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WidePoint Corp

27 hedge funds and large institutions have $4.33M invested in WidePoint Corp in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

87% more capital invested

Capital invested by funds: $2.32M → $4.33M (+$2.01M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

17% more funds holding

Funds holding: 2327 (+4)

0.97% more ownership

Funds ownership: 10.12%11.09% (+0.97%)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
5
Closed
2
Calls
$84K
Puts
Net Calls
+$84K
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.58M
SFS
2
Summit Financial Strategies
Ohio
$432K +$168K +64,963 +170%
Renaissance Technologies
3
Renaissance Technologies
New York
$367K -$7.51K -2,900 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$293K +$33.8K +13,035 +23%
BCM
5
Bridgeway Capital Management
Texas
$276K -$60.1K -23,200 -26%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$256K +$46.6K +17,991 +42%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$204K -$25.8K -9,945 -17%
PTP
8
Platform Technology Partners
New York
$196K +$121K +46,753 New
EIM
9
Essex Investment Management
Massachusetts
$132K +$81.8K +31,570 New
EF
10
Empowered Funds
Pennsylvania
$108K +$4.67K +1,800 +8%
PAG
11
Private Advisor Group
New Jersey
$101K +$62.2K +24,000 New
State Street
12
State Street
Massachusetts
$84.4K
Northern Trust
13
Northern Trust
Illinois
$61.9K -$41 -16 -0.1%
Wolverine Trading
14
Wolverine Trading
Illinois
$59.6K +$36.8K +14,214 New
BlackRock
15
BlackRock
New York
$57.8K
BCWM
16
Bartlett & Co Wealth Management
Ohio
$49.5K
UBS Group
17
UBS Group
Switzerland
$21.1K +$5.86K +2,263 +82%
Morgan Stanley
18
Morgan Stanley
New York
$18.9K
Osaic Holdings
19
Osaic Holdings
Arizona
$13.4K
Simplex Trading
20
Simplex Trading
Illinois
$5K +$3.2K +1,234 New
TRCT
21
Tower Research Capital (TRC)
New York
$3.32K -$3.46K -1,335 -63%
GWSA
22
Global Wealth Strategies & Associates
Colorado
$1.52K
Federated Hermes
23
Federated Hermes
Pennsylvania
$1.39K
SC
24
Stephens Consulting
Michigan
$1.05K
Bank of America
25
Bank of America
North Carolina
$285 +$176 +68 New

WYY Hedge Fund Activity: Q2 2024 in Review

27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WidePoint Corp (WYY) for Q2 2024, worth a combined $4.33M — up 87% from $2.32M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WYY positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Summit Financial Strategies, adding an estimated $168K. The largest seller was Citadel Advisors, exiting entirely with an estimated $110K sold.

  • 27 institutional investors held WidePoint Corp (WYY) as of Q2 2024, up from 23 in Q1 2024.
  • Funds reported $4.33M of WidePoint Corp stock for Q2 2024, up 87% quarter-over-quarter.
  • 6 funds opened new WidePoint Corp positions in Q2 2024 and 2 closed out, a net change of +4 holders.
  • The largest WidePoint Corp buyer in Q2 2024 was Summit Financial Strategies, an estimated $168K added.
  • The largest WidePoint Corp seller in Q2 2024 was Citadel Advisors, an estimated $110K sold.

Based on aggregated 13F filings for Q2 2024.