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97 hedge funds and large institutions have $160M invested in Kopin in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 9497 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more call options, than puts

Call options by funds: $67K | Put options by funds: $67K

12% less capital invested

Capital invested by funds: $181M → $160M (-$20.9M)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
28
Reduced
35
Closed
5
Calls
$67K
Puts
$67K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$23.7M +$1.55M +384,033 +7%
AWMDMG
2
Austin W. Marxe & David M. Greenhouse
New York
$23.2M +$202K +50,000 +0.8%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$17.6M +$1.55M +383,570 +9%
BFA
4
BlackRock Fund Advisors
California
$14.1M +$122K +30,321 +0.8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.26M +$77.4K +19,175 +0.8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.71M +$106K +26,158 +1%
BIT
7
BlackRock Institutional Trust
California
$8.1M +$221K +54,708 +3%
FCM
8
Freshford Capital Management
New York
$7.83M -$4.42M -1,095,838 -35%
APG Asset Management
9
APG Asset Management
Netherlands
$5.59M +$5.97M +1,480,000 New
MCM
10
Marathon Capital Management
Maryland
$4.85M +$441K +109,250 +9%
State Street
11
State Street
Massachusetts
$4.56M +$45.6K +11,298 +0.9%
Northern Trust
12
Northern Trust
Illinois
$3.45M -$317K -78,534 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.38M -$94.7K -23,477 -4%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$2.01M
WI
15
WHV Investments
California
$1.84M -$8.38M -2,076,100 -81%
Principal Financial Group
16
Principal Financial Group
Iowa
$1.4M +$55.8K +13,826 +4%
TCIM
17
TIAA CREF Investment Management
New York
$1.2M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.13M +$186K +46,080 +18%
BIM
19
BlackRock Investment Management
Delaware
$982K +$7.19K +1,781 +0.7%
CGI
20
CI Global Investments
California
$945K +$1.01M +250,000 New
Ameriprise
21
Ameriprise
Minnesota
$933K +$17.6K +4,370 +2%
New York State Teachers Retirement System (NYSTRS)
22
New York State Teachers Retirement System (NYSTRS)
New York
$714K -$11.7K -2,900 -2%
BCM
23
Bridgeway Capital Management
Texas
$714K
RTS
24
Round Table Services
New Jersey
$669K
BCMU
25
BlueCrest Capital Management (UK)
Guernsey
$668K +$613K +151,801 +607%

KOPN Hedge Fund Activity: Q1 2014 in Review

97 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kopin (KOPN) for Q1 2014, worth a combined $160M — down 12% from $181M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KOPN positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 35 trimmed.

The largest buyer was APG Asset Management, opening a new position worth an estimated $5.97M. The largest seller was WHV Investments, cutting an estimated $8.38M.

  • 97 institutional investors held Kopin (KOPN) as of Q1 2014, up from 94 in Q4 2013.
  • Funds reported $160M of Kopin stock for Q1 2014, down 12% quarter-over-quarter.
  • 8 funds opened new Kopin positions in Q1 2014 and 5 closed out, a net change of +3 holders.
  • The largest Kopin buyer in Q1 2014 was APG Asset Management, an estimated $5.97M added.
  • The largest Kopin seller in Q1 2014 was WHV Investments, an estimated $8.38M sold.

Based on aggregated 13F filings for Q1 2014.