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34 hedge funds and large institutions have $11.6M invested in Vuzix in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% less ownership

Funds ownership: 10.3%8.71% (-1.6%)

10% less capital invested

Capital invested by funds: $12.9M → $11.6M (-$1.26M)

15% less funds holding

Funds holding: 4034 (-6)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

63% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $3.69M

Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
12
Closed
11
Calls
$1.38M
Puts
$3.69M
Net Calls
-$2.32M
Net Calls Change
+$752K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.23M +$498K +84,127 +15%
BlackRock
2
BlackRock
New York
$1.7M -$68.2K -11,512 -4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.61M -$109K -18,400 -7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.21M -$468K -78,951 -30%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$617K +$7.86K +1,326 +1%
SC
6
Sculptor Capital
New York
$377K -$645K -108,900 -65%
CD
7
Carl Domino
Florida
$255K +$23.7K +4,000 +11%
GCP
8
GSA Capital Partners
United Kingdom
$251K +$164K +27,700 +261%
EMG
9
ETF Managers Group
New Jersey
$236K +$213K +36,009 New
Northern Trust
10
Northern Trust
Illinois
$198K
Millennium Management
11
Millennium Management
New York
$196K +$178K +29,970 New
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$128K
Group One Trading
13
Group One Trading
Illinois
$127K -$77.7K -13,110 -40%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$114K +$6 +1 +0%
Morgan Stanley
15
Morgan Stanley
New York
$94K -$76.2K -12,855 -47%
AG
16
Advisor Group
Arizona
$83K -$78.5K -13,244 -51%
CG
17
Cutler Group
California
$65K -$177K -29,829 -75%
Goldman Sachs
18
Goldman Sachs
New York
$39K -$10.1K -1,699 -22%
QAM
19
QCI Asset Management
New York
$37K
GWM
20
Geneos Wealth Management
Colorado
$13K
Deutsche Bank
21
Deutsche Bank
Germany
$13K +$2.96K +500 +31%
Simplex Trading
22
Simplex Trading
Illinois
$10K -$13.9K -2,351 -60%
Wells Fargo
23
Wells Fargo
California
$8K +$308 +52 +4%
KF
24
Krilogy Financial
Missouri
$7K
OAJ
25
Ogorek Anthony Joseph
New York
$6K +$5.92K +1,000 New

VUZI Hedge Fund Activity: Q2 2017 in Review

34 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vuzix (VUZI) for Q2 2017, worth a combined $11.6M — down 9.8% from $12.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VUZI and 6 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 7 added.

The largest buyer was Vanguard Group, adding an estimated $498K. The largest seller was Sculptor Capital, cutting an estimated $645K.

  • 34 institutional investors held Vuzix (VUZI) as of Q2 2017, down from 40 in Q1 2017.
  • Funds reported $11.6M of Vuzix stock for Q2 2017, down 9.8% quarter-over-quarter.
  • 6 funds opened new Vuzix positions in Q2 2017 and 11 closed out, a net change of -5 holders.
  • The largest Vuzix buyer in Q2 2017 was Vanguard Group, an estimated $498K added.
  • The largest Vuzix seller in Q2 2017 was Sculptor Capital, an estimated $645K sold.

Based on aggregated 13F filings for Q2 2017.