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AVG

AVG Technologies N.V.
AVG

Delisted

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

139 hedge funds and large institutions have $787M invested in AVG Technologies N.V. in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,605% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $571K

27% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 145139 (-6)

7% less capital invested

Capital invested by funds: $843M → $787M (-$56M)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
17
Increased
62
Reduced
49
Closed
23
Calls
$15.4M
Puts
$571K
Net Calls
+$14.9M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
TA Associates
Massachusetts
$126M -$2.72M -139,519 -2%
Ameriprise
2
Ameriprise
Minnesota
$86.8M -$1.69M -86,852 -2%
Morgan Stanley
3
Morgan Stanley
New York
$44.7M +$3.6M +184,814 +9%
WHG
4
Westwood Holdings Group
Texas
$34.6M -$543K -27,849 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$33.5M +$326K +16,705 +1%
CI
6
Cambiar Investors
Colorado
$30.4M -$3.4M -174,621 -10%
TI
7
Trigran Investments
Illinois
$29.9M +$20K +1,026 +0.1%
TSW
8
Thompson Siegel & Walmsley
Virginia
$29.7M +$2.57M +132,114 +9%
PCM
9
Penserra Capital Management
California
$29.1M +$2.8M +143,786 +10%
BFA
10
BlackRock Fund Advisors
California
$18.9M +$428K +21,975 +2%
RCAMU
11
Rothschild & Co Asset Management US
Connecticut
$13.8M +$1.99M +102,111 +16%
JP Morgan Chase
12
JP Morgan Chase
New York
$13.7M +$346K +17,747 +3%
DGHMC
13
Dalton, Greiner, Hartman, Maher & Co
New York
$13.2M +$59K +3,027 +0.4%
TAM
14
Todd Asset Management
Kentucky
$13.1M -$932K -47,834 -6%
Norges Bank
15
Norges Bank
Norway
$12.3M +$1.38M +70,655 +12%
State Street
16
State Street
Massachusetts
$12.1M -$415K -21,291 -3%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$11.8M -$1.68M -86,357 -12%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$11.8M +$1.22M +62,381 +11%
HA
19
Heartland Advisors
Wisconsin
$10.4M
USAA
20
United Services Automobile Association
Texas
$9.42M -$1.25M -64,120 -11%
OAM
21
Oxford Asset Management
United Kingdom
$9.39M +$119K +6,116 +1%
CLM
22
ClearBridge LLC (Maryland)
Maryland
$9.13M +$499K +25,620 +6%
TRSOTSOK
23
Teachers Retirement System of the State of Kentucky
Kentucky
$8.69M -$663K -34,000 -7%
BIT
24
BlackRock Institutional Trust
California
$8.12M -$465K -23,881 -5%
RA
25
Royce & Associates
New York
$8.04M +$3.64M +187,000 +79%

AVG Hedge Fund Activity: Q2 2016 in Review

139 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AVG Technologies N.V. (AVG) for Q2 2016, worth a combined $787M — down 6.6% from $843M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AVG and 17 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 62 added.

The largest buyer was Royce & Associates, adding an estimated $3.64M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $6.91M sold.

  • 139 institutional investors held AVG Technologies N.V. (AVG) as of Q2 2016, down from 145 in Q1 2016.
  • Funds reported $787M of AVG Technologies N.V. stock for Q2 2016, down 6.6% quarter-over-quarter.
  • 17 funds opened new AVG Technologies N.V. positions in Q2 2016 and 23 closed out, a net change of -6 holders.
  • The largest AVG Technologies N.V. buyer in Q2 2016 was Royce & Associates, an estimated $3.64M added.
  • The largest AVG Technologies N.V. seller in Q2 2016 was Wasatch Advisors, an estimated $6.91M sold.

Based on aggregated 13F filings for Q2 2016.