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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
Creative Planning
76
Creative Planning
Kansas
-$60K -5,256 Closed
Deutsche Bank
77
Deutsche Bank
Germany
-$44K -3,836 Closed
CFG
78
Citizens Financial Group
Rhode Island
-$25K -2,127 Closed
JFA
79
JNBA Financial Advisors
Minnesota
-$24K -2,104 Closed
S
80
SignatureFD
Georgia
-$24K -2,104 Closed
TRCT
81
Tower Research Capital (TRC)
New York
-$18K -1,546 Closed
JP Morgan Chase
82
JP Morgan Chase
New York
-$18K -1,523 Closed
PWM
83
Perigon Wealth Management
California
-$15K -1,329 Closed
ZB
84
Zions Bancorporation
Utah
-$13K -1,283 Closed
RFWA
85
RPg Family Wealth Advisory
Massachusetts
-$13.2K -1,145 Closed
AG
86
Advisor Group
Arizona
-$10K -839 Closed
LIA
87
LS Investment Advisors
Michigan
-$8K -700 Closed
EFSCE
88
Enterprise Financial Services Corp (EFSC)
Missouri
-$7K -592 Closed
IA
89
IFP Advisors
Florida
-$6K -525 Closed
PCP
90
Proficio Capital Partners
Massachusetts
-$5K -428 Closed
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
-$5K -398 Closed
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
-$2K -220 Closed
Federated Hermes
93
Federated Hermes
Pennsylvania
-$2K -201 Closed
MFS
94
MSI Financial Services
Massachusetts
-$1K -90 Closed
FNBT
95
FineMark National Bank & Trust
Florida
-$1K -80 Closed
WAM
96
Wealthspire Advisors (Maryland)
Maryland
-$1K -73 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.