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VEON
VEON

38 hedge funds and large institutions have $295M invested in VEON in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $262M → $295M (+$32.8M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0.07% more ownership

Funds ownership: 0.78% → 0.85% (+0.07%)

0% more funds holding

Funds holding: 38 → 38 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

69% less call options, than puts

Call options by funds: $27K | Put options by funds: $88K

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
6
Increased
10
Reduced
9
Closed
6
Calls
$27K
Puts
$88K
Net Calls
-$61K
Net Calls Change
-$64K

Top Buyers

Rank Fund Capital Flow
1
SCM
Shah Capital Management
North Carolina
+$19.9M
2
HI
Helikon Investments
United Kingdom
+$16.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$816K
4
Citadel Advisors
Citadel Advisors
Florida
+$358K
5
Citigroup
Citigroup
New York
+$356K

Top Sellers

Rank Fund Capital Flow
1
DCM
DG Capital Management
New York
-$9.17M
2
CP
Clayton Partners
California
-$780K
3
Vontobel Holding
Vontobel Holding
Switzerland
-$362K
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$262K
5
Barclays
Barclays
United Kingdom
-$80.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
26
Banque Cantonale Vaudoise
Switzerland
$8K – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$7.45K – – –
Wells Fargo
28
Wells Fargo
California
$5.73K -$1.11K -60 -17%
IGWM
29
ICA Group Wealth Management
Colorado
$2.36K +$2.23K +120 New
Simplex Trading
30
Simplex Trading
Illinois
$2K +$2.8K +151 New
IRC
31
Investors Research Corp
Georgia
$1.97K -$5.19K -280 -74%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$1.02K – – –
CPG
33
Cornerstone Planning Group
New Jersey
$670 – – –
LFG
34
Larson Financial Group
Missouri
$591 +$556 +30 New
IA
35
IFP Advisors
Florida
$197 – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$156 -$74 -4 -33%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79 – – –
HNB
38
Huntington National Bank
Ohio
$4 – – –
Allianz Asset Management
39
Allianz Asset Management
Germany
– -$21 -210,673 Closed
CP
40
Clayton Partners
California
– -$780K -40,000 Closed
Vontobel Holding
41
Vontobel Holding
Switzerland
– -$362K -18,549 Closed
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
– -$1.72K -88 Closed
GI
43
Gradient Investments
Minnesota
– -$1.4K -72 Closed
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
– -$1K -40 Closed
1
2

VEON Hedge Fund Activity: Q4 2023 in Review

38 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VEON (VEON) for Q4 2023, worth a combined $295M — up 12% from $262M a quarter earlier.

Fund positioning in VEON was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 10 added to existing stakes and 9 trimmed.

The largest buyer was Shah Capital Management, adding an estimated $19.9M. The largest seller was DG Capital Management, cutting an estimated $9.17M.

  • 38 institutional investors held VEON (VEON) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $295M of VEON stock for Q4 2023, up 12% quarter-over-quarter.
  • 6 funds opened new VEON positions in Q4 2023 and 6 closed out, a net change of 0 holders.
  • The largest VEON buyer in Q4 2023 was Shah Capital Management, an estimated $19.9M added.
  • The largest VEON seller in Q4 2023 was DG Capital Management, an estimated $9.17M sold.

Based on aggregated 13F filings for Q4 2023.