Logitech
LOGI
127 hedge funds and large institutions have $2.39B invested in Logitech in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
40% more call options, than puts
Call options by funds: $22.4M | Put options by funds: $16M
20% more capital invested
Capital invested by funds: $1.99B → $2.39B (+$393M)
12% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 42
11% more funds holding
Funds holding: 114 → 127 (+13)
1.74% more ownership
Funds ownership: 38.68% → 40.42% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$68M |
| 2 |
JP Morgan Chase
New York
|
+$50.1M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$23.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$16.8M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$39.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$7.67M |
| 4 |
AP
AHL Partners
London,
United Kingdom
|
-$7.09M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
SEI Investments
Oaks,
Pennsylvania
| $1K | +$624 | +18 | New |
|
|
BTIS
127
BB&T Investment Services
Charlotte,
North Carolina
| $1K | +$1.18K | +34 | New |
|
|
128
Fidelity Investments
Boston,
Massachusetts
| – | -$16.7M | -523,717 | Closed |
|
|
SFM
129
Systematic Financial Management
Teaneck,
New Jersey
| – | -$1.94M | -61,000 | Closed |
|
|
SCM
130
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$1.14M | -35,736 | Closed |
|
|
DTL
131
Dynamic Technology Lab
Singapore
| – | -$396K | -12,422 | Closed |
|
|
FPF
132
FNY Partners Fund
New York
| – | -$382K | -12,000 | Closed |
|
|
VKH
133
Virtu KCG Holdings
New York
| – | -$309K | -9,698 | Closed |
|
|
KI
134
Koch Industries
Wichita,
Kansas
| – | -$282K | -8,842 | Closed |
|
|
ACI
135
AMP Capital Investors
Sydney,
Australia
| – | -$255K | -7,966 | Closed |
|
|
AP
136
Advisors Preferred
Rockville,
Maryland
| – | -$23 | -708 | Closed |
|
137
Parallax Volatility Advisers
San Francisco,
California
| – | -$21K | -652 | Closed |
|
|
M
138
MOTCO
San Antonio,
Texas
| – | -$13K | -400 | Closed |
|
LOGI Hedge Fund Activity: Q2 2017 in Review
127 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Logitech (LOGI) for Q2 2017, worth a combined $2.39B — up 20% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LOGI positions and 11 closed out — a net gain of 13 holders — while 47 added to existing stakes and 42 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $68M. The largest seller was Jackson Square Partners, cutting an estimated $39.9M.
- 127 institutional investors held Logitech (LOGI) as of Q2 2017, up from 114 in Q1 2017.
- Funds reported $2.39B of Logitech stock for Q2 2017, up 20% quarter-over-quarter.
- 24 funds opened new Logitech positions in Q2 2017 and 11 closed out, a net change of +13 holders.
- The largest Logitech buyer in Q2 2017 was Schroder Investment Management Group, an estimated $68M added.
- The largest Logitech seller in Q2 2017 was Jackson Square Partners, an estimated $39.9M sold.
Based on aggregated 13F filings for Q2 2017.