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Applied Optoelectronics

137 hedge funds and large institutions have $153M invested in Applied Optoelectronics in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.87% more ownership

Funds ownership: 60.41%63.29% (+2.9%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

1% less funds holding

Funds holding: 139137 (-2)

16% less capital invested

Capital invested by funds: $183M → $153M (-$29.1M)

34% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $15.5M

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
43
Reduced
40
Closed
26
Calls
$10.2M
Puts
$15.5M
Net Calls
-$5.22M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$35M +$709K +47,046 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.3M +$5.56M +368,461 +46%
Morgan Stanley
3
Morgan Stanley
New York
$10.2M +$5.16M +342,216 +70%
State Street
4
State Street
Massachusetts
$6.42M -$3.08M -204,460 -28%
ICOM
5
Investment Counselors of Maryland
Maryland
$5.71M +$277K +18,384 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.28M -$14.5K -963 -0.3%
NM
7
Newtyn Management
New York
$4.22M +$5.22M +346,050 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.96M +$4.89M +324,460 New
RA
9
Royce & Associates
New York
$3.91M +$4.83M +320,308 New
JP Morgan Chase
10
JP Morgan Chase
New York
$3.46M +$139K +9,203 +3%
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$3.06M +$3.79M +251,013 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.94M -$935K -62,006 -20%
Citadel Advisors
13
Citadel Advisors
Florida
$2.84M -$403K -26,729 -10%
Northern Trust
14
Northern Trust
Illinois
$2.83M +$65.4K +4,334 +2%
Two Sigma Investments
15
Two Sigma Investments
New York
$2.8M +$3.07M +203,296 +776%
Deutsche Bank
16
Deutsche Bank
Germany
$2.7M -$228K -15,087 -6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.66M +$145K +9,618 +5%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$2.3M +$2.84M +188,324 New
Prudential Financial
19
Prudential Financial
New Jersey
$2.15M -$536K -35,549 -17%
Goldman Sachs
20
Goldman Sachs
New York
$2.04M -$557K -36,921 -18%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.85M -$13.8K -916 -0.6%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$1.84M -$302K -20,044 -12%
Wells Fargo
23
Wells Fargo
California
$1.79M +$1.21M +80,272 +121%
SIM
24
Spark Investment Management
New York
$1.56M -$1.19M -79,100 -38%
EGM
25
Engineers Gate Manager
New York
$1.38M +$1.7M +112,928 New

AAOI Hedge Fund Activity: Q1 2019 in Review

137 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Applied Optoelectronics (AAOI) for Q1 2019, worth a combined $153M — down 16% from $183M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AAOI and 25 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 43 added.

The largest buyer was Vanguard Group, adding an estimated $5.56M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $5.14M.

  • 137 institutional investors held Applied Optoelectronics (AAOI) as of Q1 2019, down from 139 in Q4 2018.
  • Funds reported $153M of Applied Optoelectronics stock for Q1 2019, down 16% quarter-over-quarter.
  • 25 funds opened new Applied Optoelectronics positions in Q1 2019 and 26 closed out, a net change of -1 holder.
  • The largest Applied Optoelectronics buyer in Q1 2019 was Vanguard Group, an estimated $5.56M added.
  • The largest Applied Optoelectronics seller in Q1 2019 was State of Tennessee, Department of Treasury, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2019.