Precision Optics
POCI
12 hedge funds and large institutions have $3.31M invested in Precision Optics in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
8% more capital invested
Capital invested by funds: $3.05M → $3.31M (+$252K)
0.26% more ownership
Funds ownership: 8.75% → 9.01% (+0.26%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
Needham Investment Management
New York
|
+$220K |
| 2 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$214K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$144K |
| 4 |
Morgan Stanley
New York
|
+$12.1K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$30 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Overbrook Management Corp
New York
|
-$201K |
| 2 |
Renaissance Technologies
New York
|
-$68K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.13K |
| 4 |
BlackRock
New York
|
-$1.56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIM
1
Needham Investment Management
New York
| $1.45M | +$220K | +36,500 | +18% |
|
|
WA
2
WealthTrust Axiom
Wayne,
Pennsylvania
| $1.03M | +$214K | +35,481 | +26% |
|
3
HighTower Advisors
Chicago,
Illinois
| $426K | – | – | – |
|
|
4
Morgan Stanley
New York
| $217K | +$12.1K | +2,000 | +6% |
|
|
5
Vanguard Group
Malvern,
Pennsylvania
| $142K | +$144K | +23,949 | New |
|
|
6
BlackRock
New York
| $36.5K | -$1.56K | -259 | -4% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $6.78K | -$3.13K | -520 | -31% |
|
|
FRA
8
Front Row Advisors
Tiburon,
California
| $393 | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $179 | +$30 | +5 | +20% |
|
|
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $30 | – | – | – |
|
11
JP Morgan Chase
New York
| $25 | +$24 | +4 | New |
|
|
FP
12
Financial Perspectives
Minneapolis,
Minnesota
| $12 | – | – | – |
|
|
OMC
13
Overbrook Management Corp
New York
| – | -$201K | -32,704 | Closed |
|
|
14
Renaissance Technologies
New York
| – | -$68K | -11,000 | Closed |
|
POCI Hedge Fund Activity: Q3 2023 in Review
12 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Precision Optics (POCI) for Q3 2023, worth a combined $3.31M — up 8.2% from $3.05M a quarter earlier.
Fund positioning in POCI was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Needham Investment Management, adding an estimated $220K. The largest seller was Overbrook Management Corp, exiting entirely with an estimated $201K sold.
- 12 institutional investors held Precision Optics (POCI) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $3.31M of Precision Optics stock for Q3 2023, up 8.2% quarter-over-quarter.
- 2 funds opened new Precision Optics positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Precision Optics buyer in Q3 2023 was Needham Investment Management, an estimated $220K added.
- The largest Precision Optics seller in Q3 2023 was Overbrook Management Corp, an estimated $201K sold.
Based on aggregated 13F filings for Q3 2023.