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154 hedge funds and large institutions have $1.17B invested in V2X in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $102K | Put options by funds: $67K

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.44% less ownership

Funds ownership: 95.88%95.44% (-0.44%)

0% less capital invested

Capital invested by funds: $1.18B → $1.17B (-$5.67M)

4% less funds holding

Funds holding: 160154 (-6)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
44
Reduced
43
Closed
22
Calls
$102K
Puts
$67K
Net Calls
+$35K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
AIP LLC
New York
$753M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$83.5M +$3.31M +77,530 +4%
BlackRock
3
BlackRock
New York
$56.1M +$202K +4,720 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.1M -$2.14M -49,989 -7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$22M +$145K +3,400 +0.6%
State Street
6
State Street
Massachusetts
$17.9M +$149K +3,491 +0.8%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$17.4M +$2.03M +47,415 +12%
AA
8
Ancora Advisors
Ohio
$14.4M -$99.6K -2,330 -0.6%
LSV Asset Management
9
LSV Asset Management
Illinois
$10.5M -$2.46M -57,669 -18%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$10.1M -$278K -6,500 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.74M +$259K +6,053 +3%
N
12
Nuveen
North Carolina
$8.3M +$640K +14,978 +8%
Boston Partners
13
Boston Partners
Massachusetts
$8.12M +$382K +8,929 +5%
PCM
14
Portolan Capital Management
Massachusetts
$7.68M +$3.26M +76,259 +65%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$7.18M +$6.36M +148,876 +468%
Invesco
16
Invesco
Georgia
$6.91M -$230K -5,385 -3%
RA
17
Royce & Associates
New York
$6.51M +$7M +163,834 New
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$5.95M +$6.4M +149,855 New
JP Morgan Chase
19
JP Morgan Chase
New York
$5.49M -$71.1K -1,664 -1%
Charles Schwab
20
Charles Schwab
California
$5.14M -$5.66M -132,332 -51%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$5.1M +$3.12M +73,000 +132%
PI
22
Putnam Investments
Massachusetts
$4.72M -$637K -14,902 -11%
Northern Trust
23
Northern Trust
Illinois
$4.69M -$91.2K -2,135 -2%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.66M -$111K -2,604 -2%
PP
25
Prospector Partners
Connecticut
$4.52M

VVX Hedge Fund Activity: Q1 2023 in Review

154 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in V2X (VVX) for Q1 2023, worth a combined $1.17B — down 0.48% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of VVX and 16 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 44 added.

The largest buyer was Royce & Associates, opening a new position worth an estimated $7M. The largest seller was Charles Schwab, cutting an estimated $5.66M.

  • 154 institutional investors held V2X (VVX) as of Q1 2023, down from 160 in Q4 2022.
  • Funds reported $1.17B of V2X stock for Q1 2023, down 0.48% quarter-over-quarter.
  • 16 funds opened new V2X positions in Q1 2023 and 22 closed out, a net change of -6 holders.
  • The largest V2X buyer in Q1 2023 was Royce & Associates, an estimated $7M added.
  • The largest V2X seller in Q1 2023 was Charles Schwab, an estimated $5.66M sold.

Based on aggregated 13F filings for Q1 2023.