Amdocs
293 hedge funds and large institutions have $5.99B invested in Amdocs in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 91 reducing their positions, and 19 closing their positions.
278% more call options, than puts
Call options by funds: $1.82M | Put options by funds: $482K
163% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 19
32% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 91
11% more funds holding
Funds holding: 264 → 293 (+29)
7% more capital invested
Capital invested by funds: $5.58B → $5.99B (+$414M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.82% less ownership
Funds ownership: 94.31% → 90.49% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$147M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
+$101M |
| 3 |
Renaissance Technologies
New York
|
+$63.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$43.6M |
| 5 |
BCM
Becker Capital Management
Portland,
Oregon
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$501M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$185M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$177M |
| 4 |
AI
Analytic Investors
Los Angeles,
California
|
-$39.4M |
| 5 |
Morgan Stanley
New York
|
-$17.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIP
301
Convergence Investment Partners
Palm Beach Gardens,
Florida
| – | -$880K | -24,020 | Closed |
|
|
AL
302
Airain Ltd
St. Peter Port,
Guernsey
| – | -$776K | -21,174 | Closed |
|
303
HighTower Advisors
Chicago,
Illinois
| – | -$427K | -11,654 | Closed |
|
|
FC
304
FCA Corp
Houston,
Texas
| – | -$366K | -10,000 | Closed |
|
|
DCM
305
Dynamic Capital Management
St. Helier,
Jersey
| – | -$325K | -8,870 | Closed |
|
|
WTNA
306
Wilmington Trust National Association
Wilmington,
Delaware
| – | -$222K | -6,062 | Closed |
|
307
Parallax Volatility Advisers
San Francisco,
California
| – | -$31K | -847 | Closed |
|
|
HR
308
Howe & Rusling
Rochester,
New York
| – | -$12K | -320 | Closed |
|
|
PCM
309
Prelude Capital Management
New York
| – | -$5K | -140 | Closed |
|
|
FHA
310
First Horizon Advisors
Memphis,
Tennessee
| – | +$39 | +1 | New |
|
|
MFS
311
MSI Financial Services
Springfield,
Massachusetts
| – | +$39 | +1 | New |
|
|
OC
312
Oakworth Capital
Birmingham,
Alabama
| – | +$236 | +6 | New |
|
DOX Hedge Fund Activity: Q4 2013 in Review
293 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2013, worth a combined $5.99B — up 7.4% from $5.58B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DOX positions and 19 closed out — a net gain of 31 holders — while 120 added to existing stakes and 91 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $147M. The largest seller was Dodge & Cox, cutting an estimated $501M.
- 293 institutional investors held Amdocs (DOX) as of Q4 2013, up from 264 in Q3 2013.
- Funds reported $5.99B of Amdocs stock for Q4 2013, up 7.4% quarter-over-quarter.
- 50 funds opened new Amdocs positions in Q4 2013 and 19 closed out, a net change of +31 holders.
- The largest Amdocs buyer in Q4 2013 was Westwood Holdings Group, an estimated $147M added.
- The largest Amdocs seller in Q4 2013 was Dodge & Cox, an estimated $501M sold.
Based on aggregated 13F filings for Q4 2013.