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320 hedge funds and large institutions have $6.79B invested in Amdocs in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

28% more call options, than puts

Call options by funds: $2.51M | Put options by funds: $1.97M

3% more funds holding

Funds holding: 311320 (+9)

0.3% more ownership

Funds ownership: 90.99%91.29% (+0.3%)

0% more capital invested

Capital invested by funds: $6.78B → $6.79B (+$2.74M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 121

Holders
320
Holders Change
+9
Holders Change %
+2.89%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
40
Increased
113
Reduced
121
Closed
30
Calls
$2.51M
Puts
$1.97M
Net Calls
+$545K
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$12K +$1.88K +40 +18%
TAM
302
Tocqueville Asset Management
New York
$12K +$11.8K +250 New
BRWA
303
B. Riley Wealth Advisors
Florida
$11.7K +$11.9K +252 New
LWCFA
304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
CGT
305
Capital Guardian Trust
California
$10K -$5.51K -117 -36%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$9K
S
307
SignatureFD
Georgia
$7K -$102K -2,175 -93%
ARMC
308
American Research & Management Company
Massachusetts
$7K
PTC
309
Private Trust Company
Ohio
$5K
KT
310
Kanaly Trust
Texas
$5K +$942 +20 +24%
WA
311
Waverly Advisors
Alabama
$4K
Creative Planning
312
Creative Planning
Kansas
$2K
FHA
313
First Horizon Advisors
Tennessee
$2K
HI
314
Hudock Inc
Pennsylvania
$2K
WA
315
WFG Advisors
Texas
$2K
EWM
316
Evercore Wealth Management
New York
$2K +$2.12K +45 New
TF
317
Tompkins Financial
New York
$1K
PMFA
318
Plante Moran Financial Advisors
Michigan
$1K +$1.18K +25 New
Walleye Trading
319
Walleye Trading
New York
$908 +$375K +7,957 +68%
PMAM
320
Picton Mahoney Asset Management
Ontario, Canada
$134
CLM
321
ClearBridge LLC (Maryland)
Maryland
-$15.2M -327,870 Closed
Hotchkis & Wiley Capital Management
322
Hotchkis & Wiley Capital Management
California
-$13.3M -286,800 Closed
Prudential Financial
323
Prudential Financial
New Jersey
-$2.94M -63,170 Closed
CANY
324
Caxton Associates (New York)
New York
-$2.79M -60,000 Closed
CC
325
Curian Capital
Colorado
-$2.02M -43,401 Closed

DOX Hedge Fund Activity: Q2 2014 in Review

320 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q2 2014, worth a combined $6.79B — up 0.04% from $6.78B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DOX positions and 30 closed out — a net gain of 10 holders — while 113 added to existing stakes and 121 trimmed.

The largest buyer was Analytic Investors, opening a new position worth an estimated $72.2M. The largest seller was AJO LP, cutting an estimated $115M.

  • 320 institutional investors held Amdocs (DOX) as of Q2 2014, up from 311 in Q1 2014.
  • Funds reported $6.79B of Amdocs stock for Q2 2014, up 0.04% quarter-over-quarter.
  • 40 funds opened new Amdocs positions in Q2 2014 and 30 closed out, a net change of +10 holders.
  • The largest Amdocs buyer in Q2 2014 was Analytic Investors, an estimated $72.2M added.
  • The largest Amdocs seller in Q2 2014 was AJO LP, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2014.