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AVG

AVG Technologies N.V.
AVG

Delisted

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

134 hedge funds and large institutions have $905M invested in AVG Technologies N.V. in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

88% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $2.65M

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

9% more funds holding

Funds holding: 123134 (+11)

8% more capital invested

Capital invested by funds: $837M → $905M (+$68.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% 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
0.05%
New
24
Increased
50
Reduced
45
Closed
12
Calls
$4.99M
Puts
$2.65M
Net Calls
+$2.34M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
TA Associates
Massachusetts
$160M -$22.9M -1,089,510 -13%
WHG
2
Westwood Holdings Group
Texas
$82.6M -$439K -20,857 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$42.3M +$4.93M +234,434 +14%
CI
4
Cambiar Investors
Colorado
$37.9M -$7.75M -368,254 -17%
Ameriprise
5
Ameriprise
Minnesota
$36.4M +$11.1M +525,574 +46%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$34M +$17M +805,931 +105%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$30M +$4.27M +203,011 +17%
TSW
8
Thompson Siegel & Walmsley
Virginia
$28.7M -$1.62M -76,885 -5%
JP Morgan Chase
9
JP Morgan Chase
New York
$26.9M +$4.55M +216,154 +21%
BFA
10
BlackRock Fund Advisors
California
$19.4M +$179K +8,530 +1%
WA
11
Wasatch Advisors
Utah
$16.8M +$164K +7,779 +1%
TI
12
Trigran Investments
Illinois
$15.9M +$4.13M +196,180 +37%
CM
13
Castleark Management
Illinois
$14.8M +$14.4M +684,050 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$14.5M +$1.79M +84,903 +14%
BA
15
BlackRock Advisors
Delaware
$14.2M +$4.04M +192,163 +41%
OAM
16
Oxford Asset Management
United Kingdom
$12.7M +$2.22M +105,596 +22%
DGHMC
17
Dalton, Greiner, Hartman, Maher & Co
New York
$12.6M +$671K +31,906 +6%
BIT
18
BlackRock Institutional Trust
California
$12.2M -$414K -19,670 -3%
State Street
19
State Street
Massachusetts
$12M +$357K +16,989 +3%
RCAMU
20
Rothschild & Co Asset Management US
Connecticut
$11.6M +$5.5M +261,561 +95%
AL
21
AJO LP
Pennsylvania
$11.3M +$2.85M +135,310 +35%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$10.6M +$37.9K +1,800 +0.4%
USAA
23
United Services Automobile Association
Texas
$8.72M -$351K -16,680 -4%
TAM
24
Todd Asset Management
Kentucky
$8.37M +$8.13M +386,647 New
Prudential Financial
25
Prudential Financial
New Jersey
$7.93M +$930K +44,184 +14%

AVG Hedge Fund Activity: Q1 2015 in Review

134 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AVG Technologies N.V. (AVG) for Q1 2015, worth a combined $905M — up 8.2% from $837M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AVG positions and 12 closed out — a net gain of 12 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $17M. The largest seller was Okumus Fund Management, exiting entirely with an estimated $57.6M sold.

  • 134 institutional investors held AVG Technologies N.V. (AVG) as of Q1 2015, up from 123 in Q4 2014.
  • Funds reported $905M of AVG Technologies N.V. stock for Q1 2015, up 8.2% quarter-over-quarter.
  • 24 funds opened new AVG Technologies N.V. positions in Q1 2015 and 12 closed out, a net change of +12 holders.
  • The largest AVG Technologies N.V. buyer in Q1 2015 was Acadian Asset Management, an estimated $17M added.
  • The largest AVG Technologies N.V. seller in Q1 2015 was Okumus Fund Management, an estimated $57.6M sold.

Based on aggregated 13F filings for Q1 2015.