We are live on ! Find out more

18 hedge funds and large institutions have $4M invested in Vuzix in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

91% more capital invested

Capital invested by funds: $2.1M → $4M (+$1.91M)

80% more funds holding

Funds holding: 1018 (+8)

35% more call options, than puts

Call options by funds: $402K | Put options by funds: $297K

Holders
18
Holders Change
+8
Holders Change %
+80%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
5
Reduced
2
Closed
3
Calls
$402K
Puts
$297K
Net Calls
+$105K
Net Calls Change
-$241K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Akanthos Capital Management
California
$1.56M +$52.4K +8,495 +3%
CCM
2
Coe Capital Management
Illinois
$490K +$245K +39,700 +94%
Vanguard Group
3
Vanguard Group
Pennsylvania
$448K +$462K +74,856 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$290K +$226K +36,575 +310%
BFA
5
BlackRock Fund Advisors
California
$203K +$209K +33,950 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$193K +$200K +32,371 New
Group One Trading
7
Group One Trading
Illinois
$146K +$62.8K +10,183 +72%
VKH
8
Virtu KCG Holdings
New York
$128K +$132K +21,422 New
BIT
9
BlackRock Institutional Trust
California
$112K +$115K +18,639 New
PCM
10
Prelude Capital Management
New York
$108K +$111K +17,960 New
Goldman Sachs
11
Goldman Sachs
New York
$95K -$8.47K -1,373 -8%
Morgan Stanley
12
Morgan Stanley
New York
$81K +$69.3K +11,228 +494%
BCM
13
Bluefin Capital Management
New York
$66K +$67.9K +11,007 New
TDC
14
Thompson Davis & Co
Virginia
$34K -$21.6K -3,500 -38%
Citadel Advisors
15
Citadel Advisors
Florida
$22K +$23K +3,730 New
UBS Group
16
UBS Group
Switzerland
$15K +$15.2K +2,461 New
BIM
17
BlackRock Investment Management
Delaware
$12K +$12.4K +2,010 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1K +$987 +160 New
Millennium Management
19
Millennium Management
New York
-$112K -19,993 Closed
CFA
20
Camarda Financial Advisors
Florida
-$23K -4,096 Closed
Deutsche Bank
21
Deutsche Bank
Germany
-$17K -3,165 Closed

VUZI Hedge Fund Activity: Q2 2015 in Review

18 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Vuzix (VUZI) for Q2 2015, worth a combined $4M — up 91% from $2.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VUZI positions and 3 closed out — a net gain of 8 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $462K. The largest seller was Millennium Management, exiting entirely with an estimated $112K sold.

  • 18 institutional investors held Vuzix (VUZI) as of Q2 2015, up from 10 in Q1 2015.
  • Funds reported $4M of Vuzix stock for Q2 2015, up 91% quarter-over-quarter.
  • 11 funds opened new Vuzix positions in Q2 2015 and 3 closed out, a net change of +8 holders.
  • The largest Vuzix buyer in Q2 2015 was Vanguard Group, an estimated $462K added.
  • The largest Vuzix seller in Q2 2015 was Millennium Management, an estimated $112K sold.

Based on aggregated 13F filings for Q2 2015.