Amdocs
510 hedge funds and large institutions have $9.8B invested in Amdocs in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 206 increasing their positions, 181 reducing their positions, and 48 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 181
8% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 48
2% more call options, than puts
Call options by funds: $2.01M | Put options by funds: $1.96M
1% more capital invested
Capital invested by funds: $9.67B → $9.8B (+$129M)
0% more funds holding
Funds holding: 509 → 510 (+1)
1.02% less ownership
Funds ownership: 94.1% → 93.08% (-1%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$112M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$63.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$52.5M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$30.5M |
| 5 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$154M |
| 2 |
Parnassus Investments
San Francisco,
California
|
-$127M |
| 3 |
Millennium Management
New York
|
-$44.5M |
| 4 |
AI
Ariel Investments
Chicago,
Illinois
|
-$36.1M |
| 5 |
BlackRock
New York
|
-$31.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
551
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$11K | -121 | Closed |
|
|
BWM
552
BKM Wealth Management
Brookfield,
Wisconsin
| – | -$6.33K | -72 | Closed |
|
|
GI
553
Gradient Investments
Arden Hills,
Minnesota
| – | -$2.64K | -30 | Closed |
|
|
RCM
554
Raleigh Capital Management
Cary,
North Carolina
| – | -$967 | -11 | Closed |
|
|
DWA
555
Delos Wealth Advisors
Dallas,
Texas
| – | -$704 | -8 | Closed |
|
|
CWC
556
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$448 | -5 | Closed |
|
557
Group One Trading
Chicago,
Illinois
| – | -$176 | -2 | Closed |
|
|
AWM
558
Abound Wealth Management
Franklin,
Tennessee
| – | -$66 | -1 | Closed |
|
DOX Hedge Fund Activity: Q1 2024 in Review
510 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q1 2024, worth a combined $9.8B — up 1.3% from $9.67B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new DOX positions and 48 closed out — a net gain of 4 holders — while 206 added to existing stakes and 181 trimmed.
The largest buyer was Pacer Advisors, opening a new position worth an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $154M.
- 510 institutional investors held Amdocs (DOX) as of Q1 2024, up from 509 in Q4 2023.
- Funds reported $9.8B of Amdocs stock for Q1 2024, up 1.3% quarter-over-quarter.
- 52 funds opened new Amdocs positions in Q1 2024 and 48 closed out, a net change of +4 holders.
- The largest Amdocs buyer in Q1 2024 was Pacer Advisors, an estimated $112M added.
- The largest Amdocs seller in Q1 2024 was Morgan Stanley, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2024.