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Yeti Holdings
YETI

378 hedge funds and large institutions have $5.11B invested in Yeti Holdings in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 113 increasing their positions, 144 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

11% more capital invested

Capital invested by funds: $4.6B → $5.11B (+$511M)

7% more funds holding

Funds holding: 354 → 378 (+24)

3.67% more ownership

Funds ownership: 110.03% → 113.7% (+3.7%)

10% less call options, than puts

Call options by funds: $74M | Put options by funds: $82.5M

22% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 144

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
378
Holders Change
+24
Holders Change %
+6.78%
% of All Funds
5.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
73
Increased
113
Reduced
144
Closed
42
Calls
$74M
Puts
$82.5M
Net Calls
-$8.53M
Net Calls Change
-$29.2M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$144M
2
Morgan Stanley
Morgan Stanley
New York
+$117M
3
Citadel Advisors
Citadel Advisors
Florida
+$64M
4
Man Group
Man Group
United Kingdom
+$42.2M
5
Franklin Resources
Franklin Resources
California
+$27.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$79.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$47.9M
3
ZIG
Zurich Insurance Group
Switzerland
-$46.2M
4
Fidelity International
Fidelity International
Bermuda
-$34.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$527M +$465K +10,497 +0.1%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$488M +$144M +3,260,704 +53%
Vanguard Group
3
Vanguard Group
Pennsylvania
$425M +$5.59M +126,154 +2%
BlackRock
4
BlackRock
New York
$407M +$8.33M +187,932 +2%
WA
5
Wasatch Advisors
Utah
$286M -$4.3M -97,165 -2%
Morgan Stanley
6
Morgan Stanley
New York
$259M +$117M +2,651,950 +113%
Capital World Investors
7
Capital World Investors
California
$219M – – –
Franklin Resources
8
Franklin Resources
California
$207M +$27.9M +629,287 +19%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$193M -$79.9M -1,802,568 -33%
State Street
10
State Street
Massachusetts
$127M +$3.77M +85,085 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$93.3M -$2.75M -62,162 -3%
Citadel Advisors
12
Citadel Advisors
Florida
$79.1M +$64M +1,444,391 +1,732%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$73.7M -$4.17M -94,042 -6%
VBA
14
Van Berkom & Associates
Quebec, Canada
$72.2M -$21.2K -478 -0%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$70.1M +$2.52M +56,838 +4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$65.7M +$4.6M +103,732 +9%
Capital International Investors
17
Capital International Investors
California
$63.8M – – –
Macquarie Group
18
Macquarie Group
Australia
$56.4M +$10.9M +245,723 +29%
N
19
Nuveen
North Carolina
$52.9M +$26.8K +605 +0.1%
Man Group
20
Man Group
United Kingdom
$49.3M +$42.2M +951,661 New
Principal Financial Group
21
Principal Financial Group
Iowa
$48.9M +$8.05M +181,636 +24%
Charles Schwab
22
Charles Schwab
California
$48.1M +$1.56M +35,277 +4%
Norges Bank
23
Norges Bank
Norway
$46.7M +$934K +21,073 +2%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$41.7M -$47.9M -1,080,753 -57%
Federated Hermes
25
Federated Hermes
Pennsylvania
$41.7M -$1.76M -39,749 -5%
1
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YETI Hedge Fund Activity: Q4 2023 in Review

378 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Yeti Holdings (YETI) for Q4 2023, worth a combined $5.11B — up 11% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new YETI positions and 42 closed out — a net gain of 31 holders — while 113 added to existing stakes and 144 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $144M. The largest seller was Wellington Management Group, cutting an estimated $79.9M.

  • 378 institutional investors held Yeti Holdings (YETI) as of Q4 2023, up from 354 in Q3 2023.
  • Funds reported $5.11B of Yeti Holdings stock for Q4 2023, up 11% quarter-over-quarter.
  • 73 funds opened new Yeti Holdings positions in Q4 2023 and 42 closed out, a net change of +31 holders.
  • The largest Yeti Holdings buyer in Q4 2023 was Baillie Gifford & Co, an estimated $144M added.
  • The largest Yeti Holdings seller in Q4 2023 was Wellington Management Group, an estimated $79.9M sold.

Based on aggregated 13F filings for Q4 2023.