Ocean Power Technologies
OPTT
20 hedge funds and large institutions have $931K invested in Ocean Power Technologies in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
0.01% more ownership
Funds ownership: 0.33% → 0.34% (+0.01%)
5% less funds holding
Funds holding: 21 → 20 (-1)
24% less capital invested
Capital invested by funds: $1.23M → $931K (-$301K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$320K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$109K |
| 3 |
KBC Group
Brussels,
Belgium
|
+$80.7K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$55K |
| 5 |
ARTA
A.R.T. Advisors
New York
|
+$35.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$298K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$159K |
| 3 |
AL
Airain Ltd
St. Peter Port,
Guernsey
|
-$88K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$70.3K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| – | +$367 | +7 | New |
|
OPTT Hedge Fund Activity: Q1 2017 in Review
20 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ocean Power Technologies (OPTT) for Q1 2017, worth a combined $931K — down 24% from $1.23M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OPTT positions and 7 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $320K. The largest seller was Oxford Asset Management, exiting entirely with an estimated $298K sold.
- 20 institutional investors held Ocean Power Technologies (OPTT) as of Q1 2017, down from 21 in Q4 2016.
- Funds reported $931K of Ocean Power Technologies stock for Q1 2017, down 24% quarter-over-quarter.
- 9 funds opened new Ocean Power Technologies positions in Q1 2017 and 7 closed out, a net change of +2 holders.
- The largest Ocean Power Technologies buyer in Q1 2017 was Charles Schwab, an estimated $320K added.
- The largest Ocean Power Technologies seller in Q1 2017 was Oxford Asset Management, an estimated $298K sold.
Based on aggregated 13F filings for Q1 2017.