V2X
158 hedge funds and large institutions have $198M invested in V2X in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 23 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
5.46% more ownership
Funds ownership: 79.32% → 84.78% (+5.5%)
5% less capital invested
Capital invested by funds: $208M → $198M (-$9.99M)
4% less funds holding
Funds holding: 164 → 158 (-6)
20% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 46
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$21.7M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$4.8M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$3.19M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$2.34M |
| 5 |
BCM
Breithorn Capital Management
New York
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$7.26M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$4.99M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$4.12M |
| 4 |
Morgan Stanley
New York
|
-$3.25M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNBT
151
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$1K | -22 | Closed |
|
|
ZB
152
Zions Bancorporation
Salt Lake City,
Utah
| – | +$24 | +1 | New |
|
|
MFS
153
MSI Financial Services
Springfield,
Massachusetts
| – | +$48 | +2 | +67% |
|
154
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$73 | +3 | New |
|
|
HCM
155
Highlander Capital Management
Short Hills,
New Jersey
| – | +$291 | +12 | New |
|
|
M
156
MOTCO
San Antonio,
Texas
| – | +$533 | +22 | New |
|
VVX Hedge Fund Activity: Q3 2015 in Review
158 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in V2X (VVX) for Q3 2015, worth a combined $198M — down 4.8% from $208M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of VVX and 17 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 37 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $21.7M. The largest seller was Loomis, Sayles & Company, cutting an estimated $7.26M.
- 158 institutional investors held V2X (VVX) as of Q3 2015, down from 164 in Q2 2015.
- Funds reported $198M of V2X stock for Q3 2015, down 4.8% quarter-over-quarter.
- 17 funds opened new V2X positions in Q3 2015 and 23 closed out, a net change of -6 holders.
- The largest V2X buyer in Q3 2015 was JP Morgan Chase, an estimated $21.7M added.
- The largest V2X seller in Q3 2015 was Loomis, Sayles & Company, an estimated $7.26M sold.
Based on aggregated 13F filings for Q3 2015.