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IDT Corp

134 hedge funds and large institutions have $424M invested in IDT Corp in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $368M → $424M (+$56.4M)

11% more funds holding

Funds holding: 121134 (+13)

1.4% more ownership

Funds ownership: 45.7%47.1% (+1.4%)

17% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 46

40% less call options, than puts

Call options by funds: $9.11M | Put options by funds: $15.1M

Holders
134
Holders Change
+13
Holders Change %
+10.74%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
38
Reduced
46
Closed
11
Calls
$9.11M
Puts
$15.1M
Net Calls
-$6.02M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$51.2M -$2.77M -77,625 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.3M -$664K -18,587 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$44.4M -$1.04M -29,127 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$40.7M -$171K -4,800 -0.4%
RA
5
Royce & Associates
New York
$25.8M +$6.38M +178,586 +35%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$23.3M +$22M +615,609 New
State Street
7
State Street
Massachusetts
$14.4M -$132K -3,702 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.3M +$220K +6,167 +2%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$13.1M -$2.64M -73,777 -18%
KBG
10
Kahn Brothers Group
New York
$13.1M -$55.2K -1,544 -0.4%
OCM
11
Orchard Capital Management
Illinois
$10.8M +$113K +3,160 +1%
Deutsche Bank
12
Deutsche Bank
Germany
$10.7M +$2.61M +73,086 +35%
AFCM
13
Alta Fox Capital Management
Texas
$9.44M +$2.01M +56,175 +29%
Morgan Stanley
14
Morgan Stanley
New York
$6.62M -$11.4M -318,873 -65%
Northern Trust
15
Northern Trust
Illinois
$5.98M -$272K -7,601 -5%
Charles Schwab
16
Charles Schwab
California
$5.61M +$139K +3,902 +3%
FP
17
Foundry Partners
Minnesota
$5.33M -$155K -4,345 -3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$5.13M +$17.3K +483 +0.4%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$5.04M +$1.37M +38,290 +40%
N
20
Nuveen
North Carolina
$3.88M +$195K +5,450 +6%
Cerity Partners
21
Cerity Partners
New York
$3.78M +$3.57M +100,032 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.45M +$1.8M +50,348 +123%
AG
23
Algert Global
California
$2.96M -$154K -4,300 -5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.76M -$110K -3,074 -4%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.6M +$479K +13,402 +24%

IDT Hedge Fund Activity: Q1 2024 in Review

134 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IDT Corp (IDT) for Q1 2024, worth a combined $424M — up 15% from $368M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IDT positions and 11 closed out — a net gain of 13 holders — while 38 added to existing stakes and 46 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $22M. The largest seller was Morgan Stanley, cutting an estimated $11.4M.

  • 134 institutional investors held IDT Corp (IDT) as of Q1 2024, up from 121 in Q4 2023.
  • Funds reported $424M of IDT Corp stock for Q1 2024, up 15% quarter-over-quarter.
  • 24 funds opened new IDT Corp positions in Q1 2024 and 11 closed out, a net change of +13 holders.
  • The largest IDT Corp buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $22M added.
  • The largest IDT Corp seller in Q1 2024 was Morgan Stanley, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2024.