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Precision Optics
POCI

17 hedge funds and large institutions have $4.82M invested in Precision Optics in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

0.05% more ownership

Funds ownership: 14.26% → 14.31% (+0.05%)

0% more funds holding

Funds holding: 17 → 17 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

8% less capital invested

Capital invested by funds: $5.26M → $4.82M (-$435K)

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
WealthTrust Axiom
Pennsylvania
+$123K
2
Citadel Advisors
Citadel Advisors
Florida
+$69.6K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$60K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.02K
5
TRCT
Tower Research Capital (TRC)
New York
+$1.53K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$235K
2
BlackRock
BlackRock
New York
-$1.38K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$76
4
Bank of America
Bank of America
North Carolina
-$24
Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1
Needham Investment Management
New York
$1.67M – – –
WA
2
WealthTrust Axiom
Pennsylvania
$1.16M +$123K +20,897 +11%
AE
3
AMH Equity
New York
$779K – – –
HighTower Advisors
4
HighTower Advisors
Illinois
$397K – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$226K +$60K +10,222 +34%
Morgan Stanley
6
Morgan Stanley
New York
$160K -$235K -40,103 -58%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$158K +$2.02K +344 +1%
MFIM
8
Mesirow Financial Investment Management
Illinois
$149K – – –
Citadel Advisors
9
Citadel Advisors
Florida
$65.8K +$69.6K +11,863 New
BlackRock
10
BlackRock
New York
$53.2K -$1.38K -236 -2%
TRCT
11
Tower Research Capital (TRC)
New York
$8.45K +$1.53K +261 +21%
FRA
12
Front Row Advisors
California
$366 – – –
Wells Fargo
13
Wells Fargo
California
$194 – – –
JP Morgan Chase
14
JP Morgan Chase
New York
$50 +$18 +3 +50%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28 – – –
FP
16
Financial Perspectives
Minnesota
$11 – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
– -$76 -13 -14%
Bank of America
18
Bank of America
North Carolina
– -$24 -4 Closed

POCI Hedge Fund Activity: Q1 2024 in Review

17 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Precision Optics (POCI) for Q1 2024, worth a combined $4.82M — down 8.3% from $5.26M a quarter earlier.

Fund positioning in POCI was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 3 trimmed.

The largest buyer was WealthTrust Axiom, adding an estimated $123K. The largest seller was Morgan Stanley, cutting an estimated $235K.

  • 17 institutional investors held Precision Optics (POCI) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $4.82M of Precision Optics stock for Q1 2024, down 8.3% quarter-over-quarter.
  • 1 fund opened new Precision Optics positions in Q1 2024 and 1 closed out, a net change of 0 holders.
  • The largest Precision Optics buyer in Q1 2024 was WealthTrust Axiom, an estimated $123K added.
  • The largest Precision Optics seller in Q1 2024 was Morgan Stanley, an estimated $235K sold.

Based on aggregated 13F filings for Q1 2024.