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Viavi Solutions
VIAV

301 hedge funds and large institutions have $2.17B invested in Viavi Solutions in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $1.9B → $2.17B (+$265M)

6% more funds holding

Funds holding: 285 → 301 (+16)

2.89% more ownership

Funds ownership: 93.79% → 96.68% (+2.9%)

0% more call options, than puts

Call options by funds: $78K | Put options by funds: $78K

10% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 104

Holders
301
Holders Change
+16
Holders Change %
+5.61%
% of All Funds
4.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
51
Increased
94
Reduced
104
Closed
29
Calls
$78K
Puts
$78K
Net Calls
–
Net Calls Change
-$228K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$14M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$13.2M
4
BlackRock
BlackRock
New York
+$11.9M
5
GIP
Granite Investment Partners
California
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$32.2M
2
Goldman Sachs
Goldman Sachs
New York
-$17.7M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$13.5M
4
PA
Pinnacle Associates
New York
-$8.12M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
276
SJS Investment Consulting
Ohio
$363 +$84 +10 +38%
HIA
277
Harbor Investment Advisory
Maryland
$282 – – –
CA
278
Crewe Advisors
Utah
$282 +$235 +28 New
CFD
279
Creative Financial Designs
Indiana
$252 – – –
MSWM
280
McGlone Suttner Wealth Management
Wisconsin
$252 +$210 +25 New
BWL
281
Bogart Wealth LLC
Virginia
$242 – – –
EC
282
Elequin Capital
New York
$211 -$59 -7 -25%
CSC
283
Caldwell Sutter Capital
California
$181 – – –
NFA
284
Northwest Financial Advisors
Virginia
$170 +$143 +17 New
S
285
Sachetta
Massachusetts
$162 +$134 +16 New
AWM
286
Avior Wealth Management
Nebraska
$142 – – –
LWANC
287
Laurel Wealth Advisors (North Carolina)
North Carolina
$121 – – –
NA
288
NewEdge Advisors
Louisiana
$121 – – –
WWM
289
Wolff Wiese Magana
California
$121 – – –
GFPC
290
Global Financial Private Client
Florida
$121 +$84 +10 +500%
FBC
291
Fairfield, Bush & Co
Connecticut
$121 +$101 +12 New
DJSG
292
D.J. St. Germain
Massachusetts
$101 – – –
GJIA
293
Glass Jacobson Investment Advisors
Maryland
$71 – – –
CAS
294
Coppell Advisory Solutions
Texas
$60 +$50 +6 New
LFA
295
Livelsberger Financial Advisory
Ohio
$60 +$50 +6 New
GGI
296
Godsey & Gibb Inc
Virginia
$51 – – –
MCM
297
MidAtlantic Capital Management
Virginia
$50 +$42 +5 New
BBHC
298
Brown Brothers Harriman & Co
New York
$30 +$25 +3 New
GI
299
Gradient Investments
Minnesota
$20 – – –
PO
300
Private Ocean
California
$10 – – –
10 11
12
13 14

VIAV Hedge Fund Activity: Q4 2023 in Review

301 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viavi Solutions (VIAV) for Q4 2023, worth a combined $2.17B — up 14% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VIAV positions and 29 closed out — a net gain of 22 holders — while 94 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.1M. The largest seller was Capital World Investors, cutting an estimated $32.2M.

  • 301 institutional investors held Viavi Solutions (VIAV) as of Q4 2023, up from 285 in Q3 2023.
  • Funds reported $2.17B of Viavi Solutions stock for Q4 2023, up 14% quarter-over-quarter.
  • 51 funds opened new Viavi Solutions positions in Q4 2023 and 29 closed out, a net change of +22 holders.
  • The largest Viavi Solutions buyer in Q4 2023 was Morgan Stanley, an estimated $25.1M added.
  • The largest Viavi Solutions seller in Q4 2023 was Capital World Investors, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2023.