We are live on ! Find out more

28 hedge funds and large institutions have $6.39M invested in Vuzix in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

44% more call options, than puts

Call options by funds: $622K | Put options by funds: $432K

8% more funds holding

Funds holding: 2628 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

45% less capital invested

Capital invested by funds: $11.7M → $6.39M (-$5.26M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
4
Reduced
10
Closed
4
Calls
$622K
Puts
$432K
Net Calls
+$190K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.11M +$409K +72,172 +22%
ACM
2
Akanthos Capital Management
California
$1.38M -$405K -71,500 -22%
EI
3
EAM Investors
California
$860K -$32.1K -5,666 -3%
BIT
4
BlackRock Institutional Trust
California
$589K
First Eagle Investment Management
5
First Eagle Investment Management
New York
$239K -$371K -65,465 -59%
BCM
6
Bluefin Capital Management
New York
$192K
BFA
7
BlackRock Fund Advisors
California
$170K -$13.8K -2,438 -7%
Group One Trading
8
Group One Trading
Illinois
$143K -$142K -25,062 -48%
LWAC
9
Laurel Wealth Advisors (California)
California
$101K
Northern Trust
10
Northern Trust
Illinois
$101K +$30.5K +5,385 +40%
VKH
11
Virtu KCG Holdings
New York
$89K +$94.5K +16,696 New
Goldman Sachs
12
Goldman Sachs
New York
$78K -$42.6K -7,521 -34%
Simplex Trading
13
Simplex Trading
Illinois
$76K +$48.7K +8,603 +148%
CG
14
Cutler Group
California
$67K -$106K -18,810 -60%
EMG
15
ETF Managers Group
New Jersey
$64K +$58.2K +10,281 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$55K -$441K -77,919 -88%
MLM
17
Mount Lucas Management
Pennsylvania
$23K +$24.3K +4,300 New
Wells Fargo
18
Wells Fargo
California
$16K +$6.86K +1,211 +68%
BIM
19
BlackRock Investment Management
Delaware
$12K
GWM
20
Geneos Wealth Management
Colorado
$10K +$10.8K +1,900 New
Morgan Stanley
21
Morgan Stanley
New York
$6K -$25.3K -4,472 -80%
Deutsche Bank
22
Deutsche Bank
Germany
$5K +$5.66K +1,000 New
AIG
23
American International Group
New York
$4K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3K
TRCT
25
Tower Research Capital (TRC)
New York
$1K -$9.25K -1,634 -90%

VUZI Hedge Fund Activity: Q1 2016 in Review

28 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vuzix (VUZI) for Q1 2016, worth a combined $6.39M — down 45% from $11.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VUZI positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $409K. The largest seller was Coe Capital Management, exiting entirely with an estimated $621K sold.

  • 28 institutional investors held Vuzix (VUZI) as of Q1 2016, up from 26 in Q4 2015.
  • Funds reported $6.39M of Vuzix stock for Q1 2016, down 45% quarter-over-quarter.
  • 6 funds opened new Vuzix positions in Q1 2016 and 4 closed out, a net change of +2 holders.
  • The largest Vuzix buyer in Q1 2016 was Vanguard Group, an estimated $409K added.
  • The largest Vuzix seller in Q1 2016 was Coe Capital Management, an estimated $621K sold.

Based on aggregated 13F filings for Q1 2016.