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325 hedge funds and large institutions have $7.8B invested in Amdocs in 2015 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $246K

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

1% more funds holding

Funds holding: 321325 (+4)

1.05% more ownership

Funds ownership: 88.78%89.83% (+1.1%)

0% more capital invested

Capital invested by funds: $7.76B → $7.8B (+$34.5M)

18% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 133

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
8.76%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
42
Increased
109
Reduced
133
Closed
36
Calls
$1.09M
Puts
$246K
Net Calls
+$846K
Net Calls Change
-$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$22K -$495 -9 -2%
TRCT
302
Tower Research Capital (TRC)
New York
$19K -$115K -2,094 -86%
MFS
303
MSI Financial Services
Massachusetts
$19K
HR
304
Howe & Rusling
New York
$17K +$385 +7 +2%
GXMC
305
Global X Management Company
New York
$17K +$17.3K +314 New
CGT
306
Capital Guardian Trust
California
$16K -$4.67K -85 -22%
KT
307
Kanaly Trust
Texas
$15K +$5.99K +109 +66%
BAM
308
Barrett Asset Management
New York
$13K
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
IPC
310
Independent Portfolio Consultants
Florida
$12K -$3.02K -55 -20%
CHP
311
Cable Hill Partners
Oregon
$12K
HCMT
312
Highland Capital Management (Tennessee)
Tennessee
$12K +$12.1K +220 New
BFEC
313
Benjamin F. Edwards & Company
Missouri
$11K
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$11K +$165 +3 +2%
S
315
SignatureFD
Georgia
$9K
JIC
316
Joel Isaacson & Co
New York
$7K +$7.15K +130 New
LWA
317
Lenox Wealth Advisors
New York
$5K
IWMPD
318
Integrated Wealth Management (Palm Desert)
California
$5K +$1.59K +29 +46%
GWA
319
Genesis Wealth Advisors
Massachusetts
$4.09K +$4.12K +75 New
TCOV
320
Trust Company of Vermont
Vermont
$3K +$3.24K +59 New
FHA
321
First Horizon Advisors
Tennessee
$2K
BCM
322
Brookstone Capital Management
Illinois
$2K +$2.15K +39 New
PMFA
323
Plante Moran Financial Advisors
Michigan
$1K
UFA
324
US Financial Advisors
Massachusetts
$1K +$1.43K +26 New
1GA
325
1st Global Advisors
Texas
$237 +$18.9K +344 +9%

DOX Hedge Fund Activity: Q2 2015 in Review

325 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q2 2015, worth a combined $7.8B — up 0.44% from $7.76B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DOX positions and 36 closed out — a net gain of 6 holders — while 109 added to existing stakes and 133 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $118M. The largest seller was Findlay Park Partners, exiting entirely with an estimated $66.1M sold.

  • 325 institutional investors held Amdocs (DOX) as of Q2 2015, up from 321 in Q1 2015.
  • Funds reported $7.8B of Amdocs stock for Q2 2015, up 0.44% quarter-over-quarter.
  • 42 funds opened new Amdocs positions in Q2 2015 and 36 closed out, a net change of +6 holders.
  • The largest Amdocs buyer in Q2 2015 was Beutel, Goodman & Co, an estimated $118M added.
  • The largest Amdocs seller in Q2 2015 was Findlay Park Partners, an estimated $66.1M sold.

Based on aggregated 13F filings for Q2 2015.