Universal Display
OLED
132 hedge funds and large institutions have $1.01B invested in Universal Display in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 23 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 43
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
2% less funds holding
Funds holding: 135 → 132 (-3)
9% less capital invested
Capital invested by funds: $1.11B → $1.01B (-$94.5M)
25% less call options, than puts
Call options by funds: $28.9M | Put options by funds: $38.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.2M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$11.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$10.1M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$8.95M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Peconic Partners
New York
|
-$7.43M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.43M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
-$7.01M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$6.99M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$3.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DC
151
Deere & Company
Moline,
Illinois
| – | -$246K | -7,161 | Closed |
|
152
Prudential Financial
Newark,
New Jersey
| – | -$235K | -6,836 | Closed |
|
|
DTL
153
Dynamic Technology Lab
Singapore
| – | -$203K | -5,900 | Closed |
|
154
BNP Paribas Financial Markets
Paris,
France
| – | -$17.9K | -521 | Closed |
|
|
SFSIG
155
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$7K | -200 | Closed |
|
|
TCM
156
Tradewinds Capital Management
Bellingham,
Washington
| – | -$2K | -50 | Closed |
|
OLED Hedge Fund Activity: Q1 2014 in Review
132 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2014, worth a combined $1.01B — down 8.5% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of OLED and 21 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 41 added.
The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was Peconic Partners, exiting entirely with an estimated $7.43M sold.
- 132 institutional investors held Universal Display (OLED) as of Q1 2014, down from 135 in Q4 2013.
- Funds reported $1.01B of Universal Display stock for Q1 2014, down 8.5% quarter-over-quarter.
- 21 funds opened new Universal Display positions in Q1 2014 and 23 closed out, a net change of -2 holders.
- The largest Universal Display buyer in Q1 2014 was Morgan Stanley, an estimated $14.2M added.
- The largest Universal Display seller in Q1 2014 was Peconic Partners, an estimated $7.43M sold.
Based on aggregated 13F filings for Q1 2014.