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133 hedge funds and large institutions have $107M invested in Vuzix in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $98M → $107M (+$9.02M)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

1.79% less ownership

Funds ownership: 42.7%40.91% (-1.8%)

6% less funds holding

Funds holding: 142133 (-9)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

34% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.7M

Holders
133
Holders Change
-9
Holders Change %
-6.34%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
39
Reduced
41
Closed
25
Calls
$1.79M
Puts
$2.7M
Net Calls
-$907K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
126
West Financial Advisors
Iowa
$414
NSG
127
Nalls Sherbakoff Group
Tennessee
$393 +$450 +100 New
GI
128
Gradient Investments
Minnesota
$273
BHWM
129
Beaird Harris Wealth Management
Texas
$187 +$202 +45 New
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$45 -$2.92K -650 -6%
MLA
131
MB, Levis & Associates
Pennsylvania
$41
SC
132
Sculptor Capital
New York
-$2.24M -614,600 Closed
HSA
133
HBK Sorce Advisory
Pennsylvania
-$422K -400,000 Closed
AA
134
AlphaCentric Advisors
Puerto Rico
-$546K -150,000 Closed
Tudor Investment Corp
135
Tudor Investment Corp
Connecticut
-$304K -83,453 Closed
Walleye Capital
136
Walleye Capital
New York
-$270K -74,075 Closed
CSS
137
Cubist Systematic Strategies
Connecticut
-$249K -68,400 Closed
SW
138
SteelPeak Wealth
California
-$151K -41,426 Closed
PCM
139
Prelude Capital Management
New York
-$143K -39,286 Closed
AGM
140
Alpine Global Management
New York
-$119K -32,723 Closed
DAS
141
Dynamic Advisor Solutions
Arizona
-$71.1K -19,539 Closed
TSS
142
Two Sigma Securities
New York
-$67K -18,415 Closed
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
-$58.6K -16,000 Closed
MG
144
Marex Group
-$36K -10,000 Closed
Parallax Volatility Advisers
145
Parallax Volatility Advisers
California
-$10.9K -3,008 Closed
PMEF
146
Point72 Middle East FZE
United Arab Emirates
-$8.75K -2,404 Closed
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
-$8K -2,285 Closed
FWA
148
Freedom Wealth Alliance
Wisconsin
-$7.28K -2,000 Closed
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$5.82K -1,600 Closed
WI
150
WJ Interests
Texas
-$3.46K -950 Closed

VUZI Hedge Fund Activity: Q1 2023 in Review

133 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vuzix (VUZI) for Q1 2023, worth a combined $107M — up 9.2% from $98M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of VUZI and 18 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 39 added.

The largest buyer was Susquehanna International Group, adding an estimated $984K. The largest seller was Sculptor Capital, exiting entirely with an estimated $2.24M sold.

  • 133 institutional investors held Vuzix (VUZI) as of Q1 2023, down from 142 in Q4 2022.
  • Funds reported $107M of Vuzix stock for Q1 2023, up 9.2% quarter-over-quarter.
  • 18 funds opened new Vuzix positions in Q1 2023 and 25 closed out, a net change of -7 holders.
  • The largest Vuzix buyer in Q1 2023 was Susquehanna International Group, an estimated $984K added.
  • The largest Vuzix seller in Q1 2023 was Sculptor Capital, an estimated $2.24M sold.

Based on aggregated 13F filings for Q1 2023.