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AVG

AVG Technologies N.V.
AVG

Delisted

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

148 hedge funds and large institutions have $944M invested in AVG Technologies N.V. in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $5.12M | Put options by funds: $3.44M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 153148 (-5)

10% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 59

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

20% less capital invested

Capital invested by funds: $1.18B → $944M (-$231M)

Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
18
Increased
53
Reduced
59
Closed
21
Calls
$5.12M
Puts
$3.44M
Net Calls
+$1.68M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
TA Associates
Massachusetts
$154M -$5.8M -228,743 -3%
WHG
2
Westwood Holdings Group
Texas
$76.8M -$6.55M -258,209 -7%
Ameriprise
3
Ameriprise
Minnesota
$67M +$19.6M +771,841 +33%
Morgan Stanley
4
Morgan Stanley
New York
$53M +$11.5M +452,501 +23%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.9M +$2.73M +107,432 +7%
CI
6
Cambiar Investors
Colorado
$29.9M -$2.89M -113,837 -8%
TSW
7
Thompson Siegel & Walmsley
Virginia
$24.1M -$3.24M -127,573 -10%
TI
8
Trigran Investments
Illinois
$22.6M +$4.71M +185,479 +22%
BFA
9
BlackRock Fund Advisors
California
$21.3M -$115K -4,526 -0.5%
WA
10
Wasatch Advisors
Utah
$20.5M -$2.02M -79,520 -8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$20M +$8.73M +343,881 +60%
JP Morgan Chase
12
JP Morgan Chase
New York
$19.3M -$8.96M -353,000 -28%
DGHMC
13
Dalton, Greiner, Hartman, Maher & Co
New York
$14.7M +$816K +32,159 +5%
State Street
14
State Street
Massachusetts
$13.9M +$981K +38,662 +6%
TAM
15
Todd Asset Management
Kentucky
$13M -$192K -7,572 -1%
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$12.9M +$1.12M +44,131 +8%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$12.8M -$4.28M -168,518 -22%
MCM
18
McKinley Capital Management
Alaska
$12.2M +$1.87M +73,681 +15%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11.6M -$994K -39,153 -7%
AL
20
AJO LP
Pennsylvania
$10.9M -$221K -8,710 -2%
TRSOTSOK
21
Teachers Retirement System of the State of Kentucky
Kentucky
$10.9M
BIT
22
BlackRock Institutional Trust
California
$10M -$2.37M -93,446 -17%
USAA
23
United Services Automobile Association
Texas
$9.68M +$1.79M +70,412 +19%
NI
24
Numeric Investors
Massachusetts
$9.61M +$11.2M +441,634 New
CLM
25
ClearBridge LLC (Maryland)
Maryland
$9.57M +$1.14M +44,940 +11%

AVG Hedge Fund Activity: Q3 2015 in Review

148 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in AVG Technologies N.V. (AVG) for Q3 2015, worth a combined $944M — down 20% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AVG and 18 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 53 added.

The largest buyer was Ameriprise, adding an estimated $19.6M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $19.1M sold.

  • 148 institutional investors held AVG Technologies N.V. (AVG) as of Q3 2015, down from 153 in Q2 2015.
  • Funds reported $944M of AVG Technologies N.V. stock for Q3 2015, down 20% quarter-over-quarter.
  • 18 funds opened new AVG Technologies N.V. positions in Q3 2015 and 21 closed out, a net change of -3 holders.
  • The largest AVG Technologies N.V. buyer in Q3 2015 was Ameriprise, an estimated $19.6M added.
  • The largest AVG Technologies N.V. seller in Q3 2015 was Acadian Asset Management, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2015.