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AV

Aviva Plc
AV

Delisted

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

60 hedge funds and large institutions have $118M invested in Aviva Plc in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

9% less funds holding

Funds holding: 6660 (-6)

12% less capital invested

Capital invested by funds: $134M → $118M (-$16.2M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
24
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$18M +$1.24M +87,836 +8%
ClearBridge Investments
2
ClearBridge Investments
New York
$12.4M +$139K +9,865 +1%
Franklin Resources
3
Franklin Resources
California
$12.4M +$2.77M +196,594 +32%
PPA
4
Parametric Portfolio Associates
Washington
$11.3M +$439K +31,207 +4%
PIA
5
Philadelphia International Advisors
Pennsylvania
$9.25M +$30.5K +2,166 +0.4%
UBS AM
6
UBS AM
Illinois
$5.95M +$567K +40,272 +11%
EA
7
Euclid Advisors
Connecticut
$4.65M -$73.9K -5,250 -2%
MAA
8
Managed Account Advisors
New Jersey
$4.45M +$80.1K +5,689 +2%
WIS
9
Wright Investors Service
Connecticut
$4.06M +$484K +34,355 +15%
Morgan Stanley
10
Morgan Stanley
New York
$3.82M -$357K -25,336 -9%
Goldman Sachs
11
Goldman Sachs
New York
$3.38M +$228K +16,176 +8%
GC
12
Guggenheim Capital
Illinois
$3.08M -$416K -29,532 -13%
1IC
13
1919 Investment Counsel
Maryland
$2.8M +$40.9K +2,905 +2%
AG
14
Aperio Group
California
$2.69M -$1.84M -130,558 Closed
Wells Fargo
15
Wells Fargo
California
$2.26M -$18.8K -1,334 -0.9%
Truist Financial
16
Truist Financial
North Carolina
$1.88M -$23.7K -1,681 -1%
WAM
17
World Asset Management
Michigan
$1.56M -$424K -30,109 -23%
CAM
18
Capstone Asset Management
Texas
$1.52M +$71.7K +5,090 +5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.5M +$44.1K +3,132 +3%
PI
20
Placemark Investments
Illinois
$1.39M +$248K +17,605 +24%
Comerica Bank
21
Comerica Bank
Texas
$1.36M -$294K -20,861 -19%
CIM
22
Calvert Investment Management
Maryland
$987K -$224K -15,890 -20%
WT
23
Wilmington Trust
Delaware
$947K +$82.5K +5,860 +10%
DIA
24
Dana Investment Advisors
Wisconsin
$587K -$5.53K -393 -1%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$500K +$60.7K +4,310 +15%

AV Hedge Fund Activity: Q4 2013 in Review

60 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aviva Plc (AV) for Q4 2013, worth a combined $118M — down 12% from $134M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AV and 6 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 24 added.

The largest buyer was Franklin Resources, adding an estimated $2.77M. The largest seller was ING Group, exiting entirely with an estimated $29.8M sold.

  • 60 institutional investors held Aviva Plc (AV) as of Q4 2013, down from 66 in Q3 2013.
  • Funds reported $118M of Aviva Plc stock for Q4 2013, down 12% quarter-over-quarter.
  • 6 funds opened new Aviva Plc positions in Q4 2013 and 12 closed out, a net change of -6 holders.
  • The largest Aviva Plc buyer in Q4 2013 was Franklin Resources, an estimated $2.77M added.
  • The largest Aviva Plc seller in Q4 2013 was ING Group, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2013.