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AV

Aviva Plc
AV

Delisted

AV was delisted on the 22nd of December, 2016.

36 hedge funds and large institutions have $83.6M invested in Aviva Plc in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% less capital invested

Capital invested by funds: $177M → $83.6M (-$92.9M)

59% less funds holding

Funds holding: 8736 (-51)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

83% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 60

Holders
36
Holders Change
-51
Holders Change %
-58.62%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
6
Reduced
15
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parallel Advisors
California
$26K +$25.4K +2,234 New
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$18K +$17K +1,495 New
AIM
28
Acrospire Investment Management
Illinois
$13K +$5.68K +500 +83%
CGT
29
Capital Guardian Trust
California
$13K +$12.2K +1,076 New
QCG
30
Quadrant Capital Group
Ohio
$12K -$7.95K -699 -34%
BIG
31
Bellwether Investment Group
Tennessee
$9K +$8.65K +761 New
WA
32
Winfield Associates
Ohio
$8K +$455 +40 +6%
DVM
33
Dreman Value Management
Florida
$5K -$44.1K -3,876 -90%
WC
34
Whitnell & Co
Illinois
$5K
NFG
35
Next Financial Group
Texas
$3K
AAP
36
Arax Advisory Partners
Colorado
$2K +$1.8K +158 New
Northern Trust
37
Northern Trust
Illinois
-$33.1M -2,879,995 Closed
Bank of America
38
Bank of America
North Carolina
-$12.3M -1,065,556 Closed
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
-$6.5M -565,024 Closed
Goldman Sachs
40
Goldman Sachs
New York
-$4.17M -361,827 Closed
ClearBridge Investments
41
ClearBridge Investments
New York
-$3.97M -345,185 Closed
Jane Street
42
Jane Street
New York
-$3.26M -283,426 Closed
WIS
43
Wright Investors Service
Connecticut
-$2.27M -197,005 Closed
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
-$1.65M -142,850 Closed
Wells Fargo
45
Wells Fargo
California
-$1.2M -104,646 Closed
FA
46
FDx Advisors
Illinois
-$1.09M -94,625 Closed
Millennium Management
47
Millennium Management
New York
-$1.07M -93,400 Closed
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
-$1.04M -90,405 Closed
Stifel Financial
49
Stifel Financial
Missouri
-$945K -82,080 Closed
UBS Group
50
UBS Group
Switzerland
-$725K -63,031 Closed

AV Hedge Fund Activity: Q4 2016 in Review

36 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aviva Plc (AV) for Q4 2016, worth a combined $83.6M — down 53% from $177M a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of AV and 10 opened new positions — a net loss of 50 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $609K. The largest seller was Northern Trust, exiting entirely with an estimated $33.1M sold.

  • 36 institutional investors held Aviva Plc (AV) as of Q4 2016, down from 87 in Q3 2016.
  • Funds reported $83.6M of Aviva Plc stock for Q4 2016, down 53% quarter-over-quarter.
  • 10 funds opened new Aviva Plc positions in Q4 2016 and 60 closed out, a net change of -50 holders.
  • The largest Aviva Plc buyer in Q4 2016 was Parametric Portfolio Associates, an estimated $609K added.
  • The largest Aviva Plc seller in Q4 2016 was Northern Trust, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2016.