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Applied Optoelectronics

139 hedge funds and large institutions have $183M invested in Applied Optoelectronics in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

7.35% less ownership

Funds ownership: 67.76%60.41% (-7.3%)

10% less funds holding

Funds holding: 154139 (-15)

35% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 40

45% less capital invested

Capital invested by funds: $330M → $183M (-$147M)

54% less call options, than puts

Call options by funds: $18.1M | Put options by funds: $39.6M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
-15
Holders Change %
-9.74%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
52
Reduced
37
Closed
40
Calls
$18.1M
Puts
$39.6M
Net Calls
-$21.5M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$43.6M +$446K +22,134 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.4M -$7.4M -367,233 -31%
State Street
3
State Street
Massachusetts
$11.3M +$241K +11,968 +2%
Morgan Stanley
4
Morgan Stanley
New York
$7.58M +$7.56M +374,988 +323%
ICOM
5
Investment Counselors of Maryland
Maryland
$6.94M +$192K +9,529 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.43M -$155K -7,706 -2%
State of Tennessee, Department of Treasury
7
State of Tennessee, Department of Treasury
Tennessee
$5.38M -$1.94M -96,123 -22%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.67M -$406K -20,121 -6%
TA
9
Teachers Advisors
New York
$4.48M
JP Morgan Chase
10
JP Morgan Chase
New York
$4.24M +$3.72M +184,775 +206%
Citadel Advisors
11
Citadel Advisors
Florida
$4M +$1.79M +88,929 +52%
Deutsche Bank
12
Deutsche Bank
Germany
$3.65M +$3.78M +187,645 +385%
Northern Trust
13
Northern Trust
Illinois
$3.52M -$60K -2,977 -1%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$3.47M +$4.54M +225,000 New
Prudential Financial
15
Prudential Financial
New Jersey
$3.27M +$3.64M +180,409 +577%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$3.22M +$177K +8,793 +4%
SIM
17
Spark Investment Management
New York
$3.19M +$4.17M +206,900 New
Goldman Sachs
18
Goldman Sachs
New York
$3.15M +$738K +36,626 +22%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$2.64M -$325K -16,124 -9%
SC
20
Sculptor Capital
New York
$2.63M +$1.04M +51,700 +44%
BIM
21
Bogle Investment Management
Massachusetts
$2.42M +$3.16M +156,673 New
Principal Financial Group
22
Principal Financial Group
Iowa
$2.36M +$32.4K +1,606 +1%
PP
23
PDT Partners
New York
$2.19M +$2.86M +141,959 New
Ameriprise
24
Ameriprise
Minnesota
$1.63M -$8.06K -400 -0.4%
BCM
25
Bridgeway Capital Management
Texas
$1.62M

AAOI Hedge Fund Activity: Q4 2018 in Review

139 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Applied Optoelectronics (AAOI) for Q4 2018, worth a combined $183M — down 45% from $330M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of AAOI and 26 opened new positions — a net loss of 14 holders — while 37 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $7.56M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $13.4M sold.

  • 139 institutional investors held Applied Optoelectronics (AAOI) as of Q4 2018, down from 154 in Q3 2018.
  • Funds reported $183M of Applied Optoelectronics stock for Q4 2018, down 45% quarter-over-quarter.
  • 26 funds opened new Applied Optoelectronics positions in Q4 2018 and 40 closed out, a net change of -14 holders.
  • The largest Applied Optoelectronics buyer in Q4 2018 was Morgan Stanley, an estimated $7.56M added.
  • The largest Applied Optoelectronics seller in Q4 2018 was Discovery Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2018.