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AVG

AVG Technologies N.V.
AVG

Delisted

AVG was delisted on the 7th of November, 2016.

123 hedge funds and large institutions have $703M invested in AVG Technologies N.V. in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $995K

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

5% less funds holding

Funds holding: 129123 (-6)

20% less capital invested

Capital invested by funds: $874M → $703M (-$171M)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
15
Increased
54
Reduced
40
Closed
21
Calls
$2.9M
Puts
$995K
Net Calls
+$1.91M
Net Calls Change
-$721K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
TA Associates
Massachusetts
$170M
WHG
2
Westwood Holdings Group
Texas
$64.9M +$495K +27,279 +0.7%
OFM
3
Okumus Fund Management
Cayman Islands
$62M +$11.4M +625,510 +20%
CI
4
Cambiar Investors
Colorado
$36.9M +$7.52M +413,865 +23%
TSW
5
Thompson Siegel & Walmsley
Virginia
$23.9M +$8.26M +454,842 +46%
Morgan Stanley
6
Morgan Stanley
New York
$22.1M +$7.48M +411,923 +45%
Ameriprise
7
Ameriprise
Minnesota
$21M +$1.51M +83,328 +7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$18M +$4.49M +247,143 +30%
BFA
9
BlackRock Fund Advisors
California
$12.5M -$193K -10,611 -1%
JP Morgan Chase
10
JP Morgan Chase
New York
$12.3M +$13.5M +741,883 New
GAM
11
Gotham Asset Management
New York
$10.8M +$11.4M +627,878 +2,600%
PGH
12
Partners Group Holding
Switzerland
$10.6M
NI
13
Numeric Investors
Massachusetts
$10.5M -$5.31M -292,499 -32%
BIT
14
BlackRock Institutional Trust
California
$9.64M +$555K +30,576 +6%
DGHMC
15
Dalton, Greiner, Hartman, Maher & Co
New York
$9.03M -$362K -19,919 -4%
State Street
16
State Street
Massachusetts
$8.73M +$450K +24,759 +5%
OAM
17
Oxford Asset Management
United Kingdom
$8.19M -$748K -41,192 -8%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$7.47M +$240K +13,196 +3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$7.37M +$1.5M +82,400 +23%
TI
20
Trigran Investments
Illinois
$7.15M +$5.94M +327,261 +315%
USAA
21
United Services Automobile Association
Texas
$7M +$50.9K +2,800 +0.7%
BA
22
BlackRock Advisors
Delaware
$6.99M +$231K +12,713 +3%
Prudential Financial
23
Prudential Financial
New Jersey
$6.92M +$1.34M +73,600 +21%
WA
24
Wasatch Advisors
Utah
$6.5M -$3.24M -178,564 -31%
Wells Fargo
25
Wells Fargo
California
$5.94M -$80.5K -4,431 -1%

AVG Hedge Fund Activity: Q3 2014 in Review

123 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in AVG Technologies N.V. (AVG) for Q3 2014, worth a combined $703M — down 20% from $874M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AVG and 15 opened new positions — a net loss of 6 holders — while 40 trimmed existing stakes and 54 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $13.5M. The largest seller was Bank of Montreal, cutting an estimated $30.8M.

  • 123 institutional investors held AVG Technologies N.V. (AVG) as of Q3 2014, down from 129 in Q2 2014.
  • Funds reported $703M of AVG Technologies N.V. stock for Q3 2014, down 20% quarter-over-quarter.
  • 15 funds opened new AVG Technologies N.V. positions in Q3 2014 and 21 closed out, a net change of -6 holders.
  • The largest AVG Technologies N.V. buyer in Q3 2014 was JP Morgan Chase, an estimated $13.5M added.
  • The largest AVG Technologies N.V. seller in Q3 2014 was Bank of Montreal, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2014.