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AIOT

PowerFleet Inc
AIOT

74 hedge funds and large institutions have $110M invested in PowerFleet Inc in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

3.23% more ownership

Funds ownership: 61.36% → 64.59% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.28M

3% less funds holding

Funds holding: 76 → 74 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

26% less capital invested

Capital invested by funds: $148M → $110M (-$37.8M)

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
29
Reduced
22
Closed
10
Calls
$1.19M
Puts
$1.28M
Net Calls
-$95K
Net Calls Change
-$127K

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$10.2M
2
PCMF
Private Capital Management (Florida)
Florida
+$4.87M
3
Ameriprise
Ameriprise
Minnesota
+$2.68M
4
RA
Royce & Associates
New York
+$1.13M
5
ACH
ArrowMark Colorado Holdings
Colorado
+$939K

Top Sellers

1
State Street
State Street
Massachusetts
-$5.68M
2
MPAM
Monarch Partners Asset Management
Massachusetts
-$3.04M
3
1CM
1492 Capital Management
Wisconsin
-$1.89M
4
RHJA
Rice Hall James & Associates
California
-$1.88M
5
HP
Harvey Partners
New York
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$136K +$75.1K +12,037 +72%
PAG
52
Private Advisor Group
New Jersey
$135K -$18.8K -3,006 -10%
BFM
53
Boothbay Fund Management
New York
$103K +$136K +21,810 New
Charles Schwab
54
Charles Schwab
California
$87K – – –
MWM
55
Minot Wealth Management
Massachusetts
$85K -$18.7K -3,000 -14%
HighTower Advisors
56
HighTower Advisors
Illinois
$79K – – –
TRCT
57
Tower Research Capital (TRC)
New York
$78K +$101K +16,227 +6,623%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$75K – – –
Morgan Stanley
59
Morgan Stanley
New York
$69K +$10.1K +1,611 +12%
JF
60
Jump Financial
Illinois
$67K +$23K +3,691 +35%
Goldman Sachs
61
Goldman Sachs
New York
$66K +$87.2K +13,968 New
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$61K +$13.3K +2,125 +20%
IAA
63
Independent Advisor Alliance
North Carolina
$53K -$11K -1,766 -14%
LPL Financial
64
LPL Financial
California
$48K -$25K -4,000 -28%
Simplex Trading
65
Simplex Trading
Illinois
$29K -$82.2K -13,170 -68%
UBS Group
66
UBS Group
Switzerland
$9K -$1.04K -166 -8%
SPIA
67
Steward Partners Investment Advisory
New York
$4K – – –
TCWM
68
Total Clarity Wealth Management
Illinois
$4K +$431 +69 +9%
Bank of America
69
Bank of America
North Carolina
$3K -$31.5K -5,042 -89%
First Manhattan
70
First Manhattan
New York
$3K – – –
APA
71
American Portfolios Advisors
New York
$2.94K – – –
Wells Fargo
72
Wells Fargo
California
$1K +$6 +1 +0.5%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1K +$1.05K +168 New
1CM
74
1492 Capital Management
Wisconsin
– -$1.89M -281,353 Closed
RHJA
75
Rice Hall James & Associates
California
– -$1.88M -281,190 Closed
1 2
3
4

AIOT Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PowerFleet Inc (AIOT) for Q4 2021, worth a combined $110M — down 26% from $148M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AIOT and 8 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 29 added.

The largest buyer was Lynrock Lake LP, adding an estimated $10.2M. The largest seller was State Street, cutting an estimated $5.68M.

  • 74 institutional investors held PowerFleet Inc (AIOT) as of Q4 2021, down from 76 in Q3 2021.
  • Funds reported $110M of PowerFleet Inc stock for Q4 2021, down 26% quarter-over-quarter.
  • 8 funds opened new PowerFleet Inc positions in Q4 2021 and 10 closed out, a net change of -2 holders.
  • The largest PowerFleet Inc buyer in Q4 2021 was Lynrock Lake LP, an estimated $10.2M added.
  • The largest PowerFleet Inc seller in Q4 2021 was State Street, an estimated $5.68M sold.

Based on aggregated 13F filings for Q4 2021.