Wolverine Asset Management LLC Q4 2022 vs. Q1 2023 Fund Holdings Comparison: A Comprehensive Analysis

In the world of investment management, the Securities and Exchange Commission (SEC) requires all institutional investors with over $100 million in assets to file a quarterly report known as the '13F'. This report discloses the holdings of the institution's equity assets and is publicly available for analysis. Wolverine Asset Management LLC, a Chicago-based hedge fund, has recently filed their 13F report for Q4 2022 and Q1 2023. In this blog post, we will analyze Wolverine Asset Management LLC's fund holdings comparison from Q4 2022 to Q1 2023.

Wolverine Asset Management LLC's Q4 2022 holdings include 30 individual equities, while they have 35 individual equities in Q1 2023, depicting an increase of 17%. The total market value of their holdings has also increased by 22%, from $1.34 billion to $1.64 billion, during the same period. Let's dive deeper into their holdings to understand the changes they have made.

Enphase Energy Inc:

Enphase Energy Inc is a global energy technology company that manufactures micro-inverter systems for solar panels. Wolverine Asset Management LLC has decreased its holdings in Enphase Energy Inc by 27.9%, reducing their Q4 2022 shares from 55,041,000 to 49,291,000 in Q1 2023.

SPDR S&P 500 ETF TR:

SPDR S&P 500 ETF TR is the world's largest exchange-traded fund, holding assets in the Standard & Poor's 500 Index. Wolverine Asset Management LLC has added SPDR S&P 500 ETF TR to their portfolio, with 264,965 shares worth $108.47 million in Q1 2023.

Lucid Group Inc:

Lucid Group Inc, commonly known as Lucid Motors, is an American electric vehicle manufacturer. Wolverine Asset Management LLC has added put options for 5,323,400 shares worth $63.945 million in Q1 2023.

Microsoft Corp:

Microsoft Corp is a multinational technology company that develops, licenses, and sells computer software, consumer electronics, personal computers, and related services. Wolverine Asset Management LLC has added call options for 130,900 shares worth $37.74 million in Q1 2023. However, they have decreased their holdings in Microsoft Corp by 37.2%, reducing their Q4 2022 shares from 328,900 to 171,800 in Q1 2023.

Apple Inc:

Apple Inc is a multinational technology company that designs, develops, and sells consumer electronics, computer software, and online services. Wolverine Asset Management LLC has significantly reduced its holdings in Apple Inc by 34.7%, reducing their Q4 2022 shares from 663,600 to 341,300 in Q1 2023. Additionally, they have added call options for 258,300 shares worth $42.593 million in Q1 2023.

Thermo Fisher Scientific Inc:

Thermo Fisher Scientific Inc is an American provisioner of scientific instrumentation, reagents, consumables, software, and services. Wolverine Asset Management LLC has added call options for 73,100 shares worth $42.132 million in Q1 2023.

In conclusion, our analysis of Wolverine Asset Management LLC's Q4 2022 vs. Q1 2023 holdings comparison reveals that they have been actively making changes to their portfolio, indicating their confidence in new investment opportunities. As a professional blog writer, if you are looking to buy stocks or do investments in the market, this could be a helpful analysis as it can give you some insights into the changes institutional investors are making in their fund portfolios. However, you still need to conduct thorough research and analysis of the stock's fundamentals before making any investment decisions.