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Applied Optoelectronics

81 hedge funds and large institutions have $178M invested in Applied Optoelectronics in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

237% more capital invested

Capital invested by funds: $52.8M → $178M (+$125M)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

62% more funds holding

Funds holding: 5081 (+31)

Holders
81
Holders Change
+31
Holders Change %
+62%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
38
Increased
27
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGHC
1
Gilder Gagnon Howe & Co
New York
$18.2M +$13.7M +736,584 New
GP
2
Grow Partners
California
$12.7M -$1.53M -82,400 -14%
CPIM
3
Columbia Partners Investment Management
Virginia
$11.5M +$3.05M +164,150 +54%
GIPM
4
G2 Investment Partners Management
New York
$10.8M +$5.7M +306,309 +235%
WSA
5
Wall Street Associates
California
$9.74M +$874K +47,000 +14%
EMFAT
6
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.66M -$4.76M -255,909 -45%
EA
7
Emerald Advisers
Pennsylvania
$6.8M -$406K -21,818 -7%
SRFM
8
Shannon River Fund Management
New York
$5.92M +$4.46M +239,800 New
HRCM
9
Hood River Capital Management
Florida
$5.89M +$4.44M +238,740 New
FAM
10
Fred Alger Management
New York
$5.85M +$4.41M +237,254 New
AAP
11
Ardsley Advisory Partners
Connecticut
$4.98M +$3.33M +179,310 +790%
PWAM
12
Park West Asset Management
California
$4.94M +$2.32M +124,606 +165%
EI
13
EAM Investors
California
$4.16M +$727K +39,106 +30%
PC
14
Pier Capital
Connecticut
$3.73M +$2.81M +151,213 New
ZDA
15
Zweig-DiMenna Associates
New York
$3.7M +$2.79M +150,000 New
TI
16
Turner Investments
Pennsylvania
$3.38M +$2.55M +137,070 New
NIP
17
Nicholas Investment Partners
California
$3.38M +$2.55M +137,130 New
Wells Fargo
18
Wells Fargo
California
$3.26M +$991K +53,301 +68%
BFA
19
BlackRock Fund Advisors
California
$2.98M +$390K +20,952 +21%
BIT
20
BlackRock Institutional Trust
California
$2.92M +$1.57M +84,465 +248%
Vanguard Group
21
Vanguard Group
Pennsylvania
$2.9M +$1.02M +54,688 +87%
KCM
22
Kingdon Capital Management
New York
$2.84M +$2.15M +115,400 New
PI
23
Putnam Investments
Massachusetts
$2.7M +$2.03M +109,420 New
EGM
24
Espalier Global Management
New York
$2.47M +$1.86M +100,000 New
GC
25
Guggenheim Capital
Illinois
$2.36M -$563K -30,275 -24%

AAOI Hedge Fund Activity: Q1 2014 in Review

81 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Applied Optoelectronics (AAOI) for Q1 2014, worth a combined $178M — up 237% from $52.8M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AAOI positions and 7 closed out — a net gain of 31 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $13.7M. The largest seller was Emerald Mutual Fund Advisers Trust, cutting an estimated $4.76M.

  • 81 institutional investors held Applied Optoelectronics (AAOI) as of Q1 2014, up from 50 in Q4 2013.
  • Funds reported $178M of Applied Optoelectronics stock for Q1 2014, up 237% quarter-over-quarter.
  • 38 funds opened new Applied Optoelectronics positions in Q1 2014 and 7 closed out, a net change of +31 holders.
  • The largest Applied Optoelectronics buyer in Q1 2014 was Gilder Gagnon Howe & Co, an estimated $13.7M added.
  • The largest Applied Optoelectronics seller in Q1 2014 was Emerald Mutual Fund Advisers Trust, an estimated $4.76M sold.

Based on aggregated 13F filings for Q1 2014.