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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
Lazard Asset Management
151
Lazard Asset Management
New York
$3.7M +$208K +3,631 +6%
GT
152
Greenleaf Trust
Michigan
$3.67M +$3.65M +63,634 New
M&T Bank
153
M&T Bank
New York
$3.66M -$360K -6,282 -9%
ACI
154
AMP Capital Investors
Australia
$3.5M +$118K +2,053 +3%
GC
155
Guggenheim Capital
Illinois
$3.4M +$130K +2,269 +4%
B
156
Barings
North Carolina
$3.39M
WAS
157
WESPAC Advisors SoCal
California
$3.36M +$377K +6,575 +13%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$3.05M -$565K -9,852 -16%
AP
159
AHL Partners
United Kingdom
$3.02M +$1.85M +32,270 +160%
UCFA
160
United Capital Financial Advisors
Texas
$2.96M +$32.1K +559 +1%
DCM
161
Dupont Capital Management
Delaware
$2.94M +$572K +9,970 +24%
RCM
162
Riverhead Capital Management
Delaware
$2.86M -$336K -5,865 -32%
ACM
163
Ativo Capital Management
Illinois
$2.81M -$63.1K -1,100 -2%
Canada Life
164
Canada Life
Manitoba, Canada
$2.81M -$799K -13,930 -22%
SO
165
STRS Ohio
Ohio
$2.74M -$131K -2,292 -5%
BPM
166
Bowling Portfolio Management
Ohio
$2.67M -$44.1K -769 -2%
CAM
167
Capstone Asset Management
Texas
$2.64M +$42.9K +749 +2%
SFA
168
Sequoia Financial Advisors
Ohio
$2.49M +$258K +4,505 +12%
BFM
169
Boston Financial Management
Massachusetts
$2.44M +$640K +11,156 +36%
PP
170
Paloma Partners
Connecticut
$2.43M +$2.02M +35,231 +510%
SEI Investments
171
SEI Investments
Pennsylvania
$2.4M +$450K +7,851 +23%
VIA
172
Vident Investment Advisory
Georgia
$2.39M -$2.29M -39,949 -49%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$2.37M
SAM
174
Symphony Asset Management
California
$2.33M +$1.64M +28,537 +241%
BTS
175
BB&T Securities
Virginia
$2.25M -$817K -14,241 -27%

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.