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Applied Optoelectronics

86 hedge funds and large institutions have $55.7M invested in Applied Optoelectronics in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.87% less ownership

Funds ownership: 49.6%39.73% (-9.9%)

15% less funds holding

Funds holding: 10186 (-15)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

42% less capital invested

Capital invested by funds: $96.7M → $55.7M (-$40.9M)

57% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $2.88M

Holders
86
Holders Change
-15
Holders Change %
-14.85%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
24
Reduced
33
Closed
38
Calls
$1.24M
Puts
$2.88M
Net Calls
-$1.65M
Net Calls Change
+$920K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$6.21M +$1.38M +216,000 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.37M -$2.25M -352,196 -25%
Ameriprise
3
Ameriprise
Minnesota
$5.2M +$621K +97,332 +11%
BlackRock
4
BlackRock
New York
$4.94M -$13.6M -2,129,337 -69%
KA
5
Kovack Advisors
Florida
$4.24M +$1.16M +181,895 +28%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$4.03M +$4M +626,742 +397%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$2.5M +$720K +112,900 +30%
Two Sigma Investments
8
Two Sigma Investments
New York
$2.13M +$389K +60,959 +17%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$1.67M +$1.83M +287,071 +752%
Citadel Advisors
10
Citadel Advisors
Florida
$1.67M +$1.32M +206,826 +176%
Citigroup
11
Citigroup
New York
$1.63M +$1.95M +306,392 +3,057%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.56M +$104K +16,284 +6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.14M +$57.6K +9,039 +4%
Millennium Management
14
Millennium Management
New York
$870K +$1.08M +169,209 New
Morgan Stanley
15
Morgan Stanley
New York
$865K -$953K -149,494 -47%
E
16
Ergoteles
New York
$782K +$971K +152,192 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$724K -$1M -157,540 -53%
SFI
18
Susquehanna Fundamental Investments
Pennsylvania
$671K +$231K +36,258 +38%
BCM
19
Bridgeway Capital Management
Texas
$668K +$191K +30,000 +30%
BBCM
20
Boardman Bay Capital Management
New York
$508K -$585K -91,787 -48%
EGM
21
Engineers Gate Manager
New York
$499K +$620K +97,172 New
State Street
22
State Street
Massachusetts
$498K -$2.21M -345,817 -78%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$377K +$34.8K +5,456 +8%
PP
24
PDT Partners
New York
$374K -$66K -10,350 -12%
Renaissance Technologies
25
Renaissance Technologies
New York
$361K +$448K +70,183 New

AAOI Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Applied Optoelectronics (AAOI) for Q4 2021, worth a combined $55.7M — down 42% from $96.7M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AAOI and 23 opened new positions — a net loss of 15 holders — while 33 trimmed existing stakes and 24 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $4M. The largest seller was BlackRock, cutting an estimated $13.6M.

  • 86 institutional investors held Applied Optoelectronics (AAOI) as of Q4 2021, down from 101 in Q3 2021.
  • Funds reported $55.7M of Applied Optoelectronics stock for Q4 2021, down 42% quarter-over-quarter.
  • 23 funds opened new Applied Optoelectronics positions in Q4 2021 and 38 closed out, a net change of -15 holders.
  • The largest Applied Optoelectronics buyer in Q4 2021 was D.E. Shaw & Co, an estimated $4M added.
  • The largest Applied Optoelectronics seller in Q4 2021 was BlackRock, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2021.