Aviva Plc
AV
AV was delisted on the 22nd of December, 2016.
15 hedge funds and large institutions have $60.7M invested in Aviva Plc in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 21 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
27% less capital invested
Capital invested by funds: $83.6M → $60.7M (-$23M)
58% less funds holding
Funds holding: 36 → 15 (-21)
95% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
STMM
South Texas Money Management
San Antonio,
Texas
|
+$9.4M |
| 2 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$6.86M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.02M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$30.1K |
| 5 |
WAM
World Asset Management
Detroit,
Michigan
|
+$25.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$32.3M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
-$5.47M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$3.81M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$3.18M |
| 5 |
CAM
Capstone Asset Management
Houston,
Texas
|
-$2.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
26
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$133K | -11,243 | Closed |
|
|
B
27
Bellecapital
Zurich,
Switzerland
| – | -$120K | -10,200 | Closed |
|
|
HNB
28
Huntington National Bank
Columbus,
Ohio
| – | -$56K | -4,750 | Closed |
|
29
Envestnet Asset Management
Chicago,
Illinois
| – | -$26K | -2,285 | Closed |
|
|
PA
30
Parallel Advisors
San Francisco,
California
| – | -$26K | -2,234 | Closed |
|
|
CGT
31
Capital Guardian Trust
Los Angeles,
California
| – | -$13K | -1,076 | Closed |
|
|
BIG
32
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$9K | -761 | Closed |
|
|
WA
33
Winfield Associates
Cleveland,
Ohio
| – | -$8K | -665 | Closed |
|
|
WC
34
Whitnell & Co
Oak Brook,
Illinois
| – | -$5K | -430 | Closed |
|
|
DVM
35
Dreman Value Management
West Palm Beach,
Florida
| – | -$5K | -419 | Closed |
|
|
NFG
36
Next Financial Group
Houston,
Texas
| – | -$3K | -235 | Closed |
|
AV Hedge Fund Activity: Q1 2017 in Review
15 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aviva Plc (AV) for Q1 2017, worth a combined $60.7M — down 27% from $83.6M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of AV and 1 opened new positions — a net loss of 20 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was South Texas Money Management, opening a new position worth an estimated $9.4M. The largest seller was Thornburg Investment Management, cutting an estimated $32.3M.
- 15 institutional investors held Aviva Plc (AV) as of Q1 2017, down from 36 in Q4 2016.
- Funds reported $60.7M of Aviva Plc stock for Q1 2017, down 27% quarter-over-quarter.
- 1 fund opened new Aviva Plc positions in Q1 2017 and 21 closed out, a net change of -20 holders.
- The largest Aviva Plc buyer in Q1 2017 was South Texas Money Management, an estimated $9.4M added.
- The largest Aviva Plc seller in Q1 2017 was Thornburg Investment Management, an estimated $32.3M sold.
Based on aggregated 13F filings for Q1 2017.