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59 hedge funds and large institutions have $37.6M invested in Vuzix in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

1.01% more ownership

Funds ownership: 19.93%20.94% (+1%)

5% less funds holding

Funds holding: 6259 (-3)

5% less capital invested

Capital invested by funds: $39.6M → $37.6M (-$2M)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

29% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $2.84M

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
10
Closed
14
Calls
$2.02M
Puts
$2.84M
Net Calls
-$814K
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.9M +$611K +90,968 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.9M +$49.2K +7,321 +0.7%
State Street
3
State Street
Massachusetts
$2.36M +$258K +38,354 +12%
TFCM
4
Taylor Frigon Capital Management
Arizona
$2.15M +$639K +95,008 +41%
Northern Trust
5
Northern Trust
Illinois
$1.68M +$10.1K +1,495 +0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.58M +$81.4K +12,114 +5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.37M -$127K -18,902 -8%
Morgan Stanley
8
Morgan Stanley
New York
$1.28M -$84.4K -12,558 -6%
Deutsche Bank
9
Deutsche Bank
Germany
$988K +$222K +33,077 +28%
EMG
10
ETF Managers Group
New Jersey
$959K +$107K +15,972 +12%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$708K -$1.48M -220,305 -67%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$670K +$687K +102,261 New
WVP
13
Worth Venture Partners
New Jersey
$655K +$672K +100,000 New
Citadel Advisors
14
Citadel Advisors
Florida
$626K +$108K +16,060 +20%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$473K +$43.8K +6,522 +10%
Group One Trading
16
Group One Trading
Illinois
$377K +$387K +57,533 New
Charles Schwab
17
Charles Schwab
California
$340K
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$274K +$282K +41,904 New
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$236K
TCIM
20
TIAA CREF Investment Management
New York
$224K -$13.1K -1,956 -5%
BAM
21
Belpointe Asset Management
Nevada
$216K +$3.26K +485 +1%
TA
22
Teachers Advisors
New York
$201K
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$200K +$205K +30,515 New
VF
24
Virtu Financial
New York
$179K +$184K +27,345 New
PI
25
PEAK6 Investments
Illinois
$174K +$179K +26,579 New

VUZI Hedge Fund Activity: Q3 2018 in Review

59 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vuzix (VUZI) for Q3 2018, worth a combined $37.6M — down 5.1% from $39.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of VUZI and 12 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 22 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $687K. The largest seller was Bank of Montreal, cutting an estimated $1.48M.

  • 59 institutional investors held Vuzix (VUZI) as of Q3 2018, down from 62 in Q2 2018.
  • Funds reported $37.6M of Vuzix stock for Q3 2018, down 5.1% quarter-over-quarter.
  • 12 funds opened new Vuzix positions in Q3 2018 and 14 closed out, a net change of -2 holders.
  • The largest Vuzix buyer in Q3 2018 was Russell Investments Group, an estimated $687K added.
  • The largest Vuzix seller in Q3 2018 was Bank of Montreal, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2018.