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Applied Optoelectronics

95 hedge funds and large institutions have $284M invested in Applied Optoelectronics in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more capital invested

Capital invested by funds: $153M → $284M (+$132M)

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

16% more funds holding

Funds holding: 8295 (+13)

8% less call options, than puts

Call options by funds: $5.24M | Put options by funds: $5.73M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
31
Increased
31
Reduced
25
Closed
18
Calls
$5.24M
Puts
$5.73M
Net Calls
-$486K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$42.5M -$5.22M -337,308 -15%
TCM
2
Trafelet Capital Management
New York
$22.8M +$2.33M +150,489 +17%
KCM
3
Kennedy Capital Management
Missouri
$16.1M -$627K -40,519 -5%
WRCM
4
Whale Rock Capital Management
Massachusetts
$14.6M +$10.2M +659,431 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.1M +$172K +11,120 +2%
RA
6
Royce & Associates
New York
$10.7M +$373K +24,085 +5%
GCM
7
Goldman Capital Management
New York
$10.4M -$294K -19,000 -4%
BFA
8
BlackRock Fund Advisors
California
$10.3M +$586K +37,872 +9%
HRCM
9
Hood River Capital Management
Florida
$9.4M +$968K +62,503 +17%
GGHC
10
Gilder Gagnon Howe & Co
New York
$9.36M -$890K -57,491 -12%
BIT
11
BlackRock Institutional Trust
California
$9.21M +$165K +10,632 +3%
EA
12
Emerald Advisers
Pennsylvania
$9.21M -$83.1K -5,370 -1%
SC
13
Selz Capital
New York
$9.17M +$124K +8,000 +2%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.91M +$297K +19,160 +5%
Wells Fargo
15
Wells Fargo
California
$6.54M +$1.72M +111,073 +61%
WRF
16
Waddell & Reed Financial
Kansas
$6.4M +$1.51M +97,386 +51%
State Street
17
State Street
Massachusetts
$5.5M +$196K +12,651 +5%
PIMJS
18
PKO Investment Management Joint-Stock
Poland
$4.72M
Northern Trust
19
Northern Trust
Illinois
$3.54M +$19.4K +1,256 +0.8%
VCM
20
Venator Capital Management
Ontario, Canada
$3.2M +$2.23M +144,272 New
EI
21
EAM Investors
California
$2.98M +$2.08M +134,219 New
Ameriprise
22
Ameriprise
Minnesota
$2.81M +$182K +11,758 +10%
PCM
23
Portolan Capital Management
Massachusetts
$2.79M -$3.54M -228,784 -65%
HT
24
HAP Trading
New York
$2.7M +$1.88M +121,373 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.36M +$48.6K +3,136 +3%

AAOI Hedge Fund Activity: Q3 2016 in Review

95 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Applied Optoelectronics (AAOI) for Q3 2016, worth a combined $284M — up 86% from $153M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AAOI positions and 18 closed out — a net gain of 13 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $10.2M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $6.14M sold.

  • 95 institutional investors held Applied Optoelectronics (AAOI) as of Q3 2016, up from 82 in Q2 2016.
  • Funds reported $284M of Applied Optoelectronics stock for Q3 2016, up 86% quarter-over-quarter.
  • 31 funds opened new Applied Optoelectronics positions in Q3 2016 and 18 closed out, a net change of +13 holders.
  • The largest Applied Optoelectronics buyer in Q3 2016 was Whale Rock Capital Management, an estimated $10.2M added.
  • The largest Applied Optoelectronics seller in Q3 2016 was Cooper Creek Partners Management, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2016.