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DZSI

DZS Inc. Common Stock

Delisted

DZSI was delisted on the 7th of August, 2024.

71 hedge funds and large institutions have $46.4M invested in DZS Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $139K | Put options by funds: $45K

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

11% less funds holding

Funds holding: 8071 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

55% less capital invested

Capital invested by funds: $103M → $46.4M (-$56.7M)

Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
27
Reduced
23
Closed
23
Calls
$139K
Puts
$45K
Net Calls
+$94K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$6.98M +$2.05M +349,773 +25%
DCM
2
Divisar Capital Management
California
$5.88M +$258K +43,997 +3%
BlackRock
3
BlackRock
New York
$5.52M +$930K +158,627 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.95M -$113K -19,240 -2%
PCM
5
Penserra Capital Management
California
$3.39M +$3.24M +552,866 +184%
FWC
6
First Washington Corp
Washington
$2.55M +$763K +130,000 +25%
Luther King Capital Management (LKCM)
7
Luther King Capital Management (LKCM)
Texas
$2.38M -$264K -45,000 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.79M +$390K +66,539 +17%
KLC
9
Kent Lake Capital
Nevada
$1.52M +$2.24M +382,164 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.51M -$814K -138,744 -27%
State Street
11
State Street
Massachusetts
$1.49M +$391K +66,668 +22%
Select Equity Group
12
Select Equity Group
New York
$996K +$1.39M +236,780 +1,694%
Northern Trust
13
Northern Trust
Illinois
$657K +$18.7K +3,181 +2%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$650K -$184K -31,340 -16%
Morgan Stanley
15
Morgan Stanley
New York
$649K +$399K +67,960 +71%
PAMP
16
Polar Asset Management Partners
Ontario, Canada
$636K -$233K -39,740 -20%
KCM
17
Kennedy Capital Management
Missouri
$597K -$1.77M -302,294 -67%
AIC
18
AWM Investment Company
New York
$517K -$5.7M -972,392 -88%
KA
19
Kovack Advisors
Florida
$380K +$425K +72,400 +309%
OCM
20
One Capital Management
California
$324K +$186K +31,645 +63%
Goldman Sachs
21
Goldman Sachs
New York
$303K -$146K -24,887 -25%
GCP
22
GSA Capital Partners
United Kingdom
$276K +$408K +69,638 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$272K +$33.1K +5,643 +9%
Charles Schwab
24
Charles Schwab
California
$225K +$24.4K +4,154 +8%
Walleye Capital
25
Walleye Capital
New York
$225K +$332K +56,684 New

DZSI Hedge Fund Activity: Q2 2023 in Review

71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DZS Inc. Common Stock (DZSI) for Q2 2023, worth a combined $46.4M — down 55% from $103M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of DZSI and 14 opened new positions — a net loss of 9 holders — while 23 trimmed existing stakes and 27 added.

The largest buyer was Penserra Capital Management, adding an estimated $3.24M. The largest seller was AWM Investment Company, cutting an estimated $5.7M.

  • 71 institutional investors held DZS Inc. Common Stock (DZSI) as of Q2 2023, down from 80 in Q1 2023.
  • Funds reported $46.4M of DZS Inc. Common Stock stock for Q2 2023, down 55% quarter-over-quarter.
  • 14 funds opened new DZS Inc. Common Stock positions in Q2 2023 and 23 closed out, a net change of -9 holders.
  • The largest DZS Inc. Common Stock buyer in Q2 2023 was Penserra Capital Management, an estimated $3.24M added.
  • The largest DZS Inc. Common Stock seller in Q2 2023 was AWM Investment Company, an estimated $5.7M sold.

Based on aggregated 13F filings for Q2 2023.