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Applied Optoelectronics

110 hedge funds and large institutions have $118M invested in Applied Optoelectronics in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 24

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

23% more capital invested

Capital invested by funds: $95.7M → $118M (+$22M)

5% more funds holding

Funds holding: 105110 (+5)

3.84% more ownership

Funds ownership: 48.95%52.79% (+3.8%)

44% less call options, than puts

Call options by funds: $3.25M | Put options by funds: $5.84M

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
43
Reduced
24
Closed
16
Calls
$3.25M
Puts
$5.84M
Net Calls
-$2.59M
Net Calls Change
-$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$33.9M +$6.11M +609,060 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.6M +$667K +66,444 +5%
State Street
3
State Street
Massachusetts
$5.62M +$611K +60,832 +10%
Morgan Stanley
4
Morgan Stanley
New York
$5.15M +$657K +65,412 +12%
CCPM
5
Cooper Creek Partners Management
New York
$4.55M +$5.46M +543,791 New
Assenagon Asset Management
6
Assenagon Asset Management
Luxembourg
$3.88M +$4.42M +440,736 +1,932%
KA
7
Kovack Advisors
Florida
$3.6M +$1.66M +165,206 +62%
Renaissance Technologies
8
Renaissance Technologies
New York
$3.4M +$1.58M +157,400 +63%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.15M +$495K +49,295 +15%
Citigroup
10
Citigroup
New York
$2.66M +$3.08M +306,975 +2,707%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.65M -$176K -17,561 -5%
Northern Trust
12
Northern Trust
Illinois
$2.12M -$94K -9,360 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.91M +$298K +29,653 +15%
WMSA
14
Weiss Multi-Strategy Advisers
New York
$1.87M +$2.25M +224,000 New
FG
15
Formula Growth
Quebec, Canada
$1.62M +$1.95M +194,135 New
Invesco
16
Invesco
Georgia
$1.46M +$200K +19,952 +13%
Principal Financial Group
17
Principal Financial Group
Iowa
$1.41M +$235K +23,420 +16%
Charles Schwab
18
Charles Schwab
California
$1.35M +$227K +22,579 +16%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.26M -$895K -89,194 -37%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.23M -$2.03M -202,582 -58%
Citadel Advisors
21
Citadel Advisors
Florida
$1.13M +$1.36M +135,125 New
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$1.1M +$1.33M +132,180 New
PP
23
PDT Partners
New York
$1.07M +$20.1K +2,004 +2%
BBCM
24
Boardman Bay Capital Management
New York
$1.07M +$1.29M +128,025 New
Deutsche Bank
25
Deutsche Bank
Germany
$1.02M +$49.1K +4,889 +4%

AAOI Hedge Fund Activity: Q1 2021 in Review

110 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Applied Optoelectronics (AAOI) for Q1 2021, worth a combined $118M — up 23% from $95.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AAOI positions and 16 closed out — a net gain of 5 holders — while 43 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $6.11M. The largest seller was Newtyn Management, exiting entirely with an estimated $2.69M sold.

  • 110 institutional investors held Applied Optoelectronics (AAOI) as of Q1 2021, up from 105 in Q4 2020.
  • Funds reported $118M of Applied Optoelectronics stock for Q1 2021, up 23% quarter-over-quarter.
  • 21 funds opened new Applied Optoelectronics positions in Q1 2021 and 16 closed out, a net change of +5 holders.
  • The largest Applied Optoelectronics buyer in Q1 2021 was BlackRock, an estimated $6.11M added.
  • The largest Applied Optoelectronics seller in Q1 2021 was Newtyn Management, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2021.