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356 hedge funds and large institutions have $7.73B invested in Amdocs in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 133 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $1.21M

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

1% more funds holding

Funds holding: 352356 (+4)

0.91% less ownership

Funds ownership: 85.09%84.18% (-0.91%)

5% less capital invested

Capital invested by funds: $8.12B → $7.73B (-$383M)

6% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 141

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
356
Holders Change
+4
Holders Change %
+1.14%
% of All Funds
9.5%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
35
Increased
133
Reduced
141
Closed
28
Calls
$2.92M
Puts
$1.21M
Net Calls
+$1.71M
Net Calls Change
-$444K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
276
Rowland Carmichael Advisors
Arizona
$283K +$281K +4,900 New
JMPWA
277
JP Morgan Private Wealth Advisors
California
$282K -$237K -4,132 -46%
PAS
278
Park Avenue Securities
New York
$280K +$32.1K +559 +13%
Public Employees Retirement Association of Colorado
279
Public Employees Retirement Association of Colorado
Colorado
$275K -$11.8K -206 -4%
ONB
280
Old National Bancorp
Indiana
$275K -$5.5K -96 -2%
RFC
281
Regions Financial Corp
Alabama
$267K +$2.75K +48 +1%
AB
282
Amalgamated Bank
New York
$266K -$172 -3 -0.1%
SG Americas Securities
283
SG Americas Securities
New York
$254K -$769K -13,418 -75%
SG
284
Societe Generale
$254K +$252K +4,399 New
MLICM
285
Metropolitan Life Insurance Company (MetLife)
New York
$253K -$7.17K -125 -3%
FIM
286
Freedom Investment Management
Connecticut
$249K +$1.49K +26 +0.6%
B
287
BancorpSouth
Mississippi
$243K
GF
288
Gerstein Fisher
New York
$240K -$4.07K -71 -2%
MCM
289
MAI Capital Management
Ohio
$238K
IFS
290
Ifrah Financial Services
Arkansas
$237K -$1.55K -27 -0.7%
LIM
291
Leavell Investment Management
Alabama
$229K +$228K +3,975 New
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$212K +$573 +10 +0.3%
GVT
293
Genesee Valley Trust
New York
$207K -$37.5K -654 -15%
CAMG
294
CWA Asset Management Group
Florida
$201K +$199K +3,475 New
LTFS
295
Ladenburg Thalmann Financial Services
Florida
$179K +$5.91K +103 +3%
ICOM
296
Investment Counselors of Maryland
Maryland
$157K
ST
297
Smithfield Trust
Pennsylvania
$152K -$20K -348 -12%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$131K +$401 +7 +0.3%
Barclays
299
Barclays
United Kingdom
$121K -$3.34M -58,249 -97%
MCM
300
Manchester Capital Management
Vermont
$107K

DOX Hedge Fund Activity: Q2 2016 in Review

356 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q2 2016, worth a combined $7.73B — down 4.7% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DOX positions and 28 closed out — a net gain of 7 holders — while 133 added to existing stakes and 141 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $34.4M. The largest seller was Bank of Montreal, cutting an estimated $117M.

  • 356 institutional investors held Amdocs (DOX) as of Q2 2016, up from 352 in Q1 2016.
  • Funds reported $7.73B of Amdocs stock for Q2 2016, down 4.7% quarter-over-quarter.
  • 35 funds opened new Amdocs positions in Q2 2016 and 28 closed out, a net change of +7 holders.
  • The largest Amdocs buyer in Q2 2016 was Migdal Insurance & Financial Holdings, an estimated $34.4M added.
  • The largest Amdocs seller in Q2 2016 was Bank of Montreal, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2016.