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AVG

AVG Technologies N.V.
AVG

Delisted

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

131 hedge funds and large institutions have $851M invested in AVG Technologies N.V. in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $3.42M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 48

10% less capital invested

Capital invested by funds: $944M → $851M (-$93.6M)

11% less funds holding

Funds holding: 148131 (-17)

52% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 33

Holders
131
Holders Change
-17
Holders Change %
-11.49%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
16
Increased
47
Reduced
48
Closed
33
Calls
$5.24M
Puts
$3.42M
Net Calls
+$1.82M
Net Calls Change
+$140K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
TA Associates
Massachusetts
$142M
Ameriprise
2
Ameriprise
Minnesota
$86.2M +$25.7M +1,217,315 +40%
WHG
3
Westwood Holdings Group
Texas
$65.2M -$5.93M -281,258 -8%
PCM
4
Penserra Capital Management
California
$40.2M +$42.3M +2,005,361 New
CI
5
Cambiar Investors
Colorado
$37M +$9.91M +470,099 +34%
Morgan Stanley
6
Morgan Stanley
New York
$35.8M -$13.8M -652,915 -27%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$34.6M +$623K +29,537 +2%
TI
8
Trigran Investments
Illinois
$30.2M +$9.84M +466,718 +45%
TSW
9
Thompson Siegel & Walmsley
Virginia
$26.8M +$4.82M +228,759 +21%
BFA
10
BlackRock Fund Advisors
California
$20.3M +$700K +33,229 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$15.6M -$2.35M -111,564 -13%
DGHMC
12
Dalton, Greiner, Hartman, Maher & Co
New York
$14M +$501K +23,752 +4%
State Street
13
State Street
Massachusetts
$12.9M +$156K +7,404 +1%
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$12.3M +$406K +19,276 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$12M -$6.74M -320,000 -35%
USAA
16
United Services Automobile Association
Texas
$12M +$3.26M +154,438 +35%
TAM
17
Todd Asset Management
Kentucky
$11.8M -$105K -4,963 -0.8%
Norges Bank
18
Norges Bank
Norway
$11.5M +$11.5M +543,319 +1,726%
HA
19
Heartland Advisors
Wisconsin
$11M +$11.6M +550,000 New
TRSOTSOK
20
Teachers Retirement System of the State of Kentucky
Kentucky
$9.86M -$152K -7,200 -1%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$9.67M -$2.21M -104,752 -18%
American Century Companies
22
American Century Companies
Missouri
$9.41M +$2.02M +96,054 +26%
CLM
23
ClearBridge LLC (Maryland)
Maryland
$9.15M +$349K +16,580 +4%
BIT
24
BlackRock Institutional Trust
California
$8.67M -$610K -28,932 -6%
Northern Trust
25
Northern Trust
Illinois
$7.93M +$278K +13,190 +3%

AVG Hedge Fund Activity: Q4 2015 in Review

131 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AVG Technologies N.V. (AVG) for Q4 2015, worth a combined $851M — down 9.9% from $944M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of AVG and 16 opened new positions — a net loss of 17 holders — while 48 trimmed existing stakes and 47 added.

The largest buyer was Ameriprise, adding an estimated $25.7M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 131 institutional investors held AVG Technologies N.V. (AVG) as of Q4 2015, down from 148 in Q3 2015.
  • Funds reported $851M of AVG Technologies N.V. stock for Q4 2015, down 9.9% quarter-over-quarter.
  • 16 funds opened new AVG Technologies N.V. positions in Q4 2015 and 33 closed out, a net change of -17 holders.
  • The largest AVG Technologies N.V. buyer in Q4 2015 was Ameriprise, an estimated $25.7M added.
  • The largest AVG Technologies N.V. seller in Q4 2015 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2015.