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EXFO

EXFO INC.
EXFO

Delisted

EXFO was delisted on the 27th of August, 2021.

24 hedge funds and large institutions have $31.5M invested in EXFO INC. in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more funds holding

Funds holding: 2224 (+2)

13% less capital invested

Capital invested by funds: $36.1M → $31.5M (-$4.65M)

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$8.32M -$4.5M -1,025,900 -34%
Renaissance Technologies
2
Renaissance Technologies
New York
$6.36M -$113K -25,745 -2%
PCM
3
PenderFund Capital Management
British Columbia, Canada
$5.21M +$4.75M +1,084,400 New
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$3.87M
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$2.2M +$110K +25,000 +5%
EIM
6
Essex Investment Management
Massachusetts
$1.5M +$1.56M +356,712 New
WPC
7
White Pine Capital
Minnesota
$1.13M +$53K +12,100 +5%
Goldman Sachs
8
Goldman Sachs
New York
$732K
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$637K -$13.4K -3,052 -2%
Morgan Stanley
10
Morgan Stanley
New York
$380K -$151K -34,500 -28%
Deutsche Bank
11
Deutsche Bank
Germany
$336K -$84.6K -19,314 -19%
SFM
12
Soros Fund Management
New York
$311K -$4.47M -1,019,448 -93%
SIM
13
Spark Investment Management
New York
$159K +$167K +38,000 New
JP Morgan Chase
14
JP Morgan Chase
New York
$119K
CAM
15
Claret Asset Management
Quebec, Canada
$87K
Axa
16
Axa
France
$58K -$30.7K -7,000 -34%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$40K -$889 -203 -2%
LM
18
Lincluden Management
Ontario, Canada
$37K -$15.2K -3,480 -28%
Wells Fargo
19
Wells Fargo
California
$10K
TRCT
20
Tower Research Capital (TRC)
New York
$5K -$12.3K -2,801 -68%
UBS Group
21
UBS Group
Switzerland
$3K -$43.5K -9,925 -93%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$3K +$118 +27 +3%
Bank of America
23
Bank of America
North Carolina
$1K
VCA
24
VIEX Capital Advisors
Florida
-$1.29M -297,769 Closed
Toronto Dominion Bank
25
Toronto Dominion Bank
Ontario, Canada
-$175 -40 -53%

EXFO Hedge Fund Activity: Q1 2018 in Review

24 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in EXFO INC. (EXFO) for Q1 2018, worth a combined $31.5M — down 13% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EXFO positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 12 trimmed.

The largest buyer was PenderFund Capital Management, opening a new position worth an estimated $4.75M. The largest seller was EdgePoint Investment Group, cutting an estimated $4.5M.

  • 24 institutional investors held EXFO INC. (EXFO) as of Q1 2018, up from 22 in Q4 2017.
  • Funds reported $31.5M of EXFO INC. stock for Q1 2018, down 13% quarter-over-quarter.
  • 3 funds opened new EXFO INC. positions in Q1 2018 and 1 closed out, a net change of +2 holders.
  • The largest EXFO INC. buyer in Q1 2018 was PenderFund Capital Management, an estimated $4.75M added.
  • The largest EXFO INC. seller in Q1 2018 was EdgePoint Investment Group, an estimated $4.5M sold.

Based on aggregated 13F filings for Q1 2018.