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AV

Aviva Plc
AV

Delisted

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

62 hedge funds and large institutions have $146M invested in Aviva Plc in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more call options, than puts

Call options by funds: $160M | Put options by funds: $24M

24% more capital invested

Capital invested by funds: $118M → $146M (+$27.9M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 6062 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
15
Reduced
28
Closed
10
Calls
$160M
Puts
$24M
Net Calls
+$136M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$18M -$1.01M -64,575 -5%
Franklin Resources
2
Franklin Resources
California
$13.4M +$299K +19,028 +2%
CCM
3
Causeway Capital Management
California
$13.3M +$13M +830,192 New
ClearBridge Investments
4
ClearBridge Investments
New York
$13.3M +$162K +10,305 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$12.3M +$11.6M +735,238 +2,265%
PPA
6
Parametric Portfolio Associates
Washington
$11.7M -$291K -18,498 -2%
Jane Street
7
Jane Street
New York
$10.7M +$10.5M +670,863 New
UBS AM
8
UBS AM
Illinois
$7.14M +$830K +52,830 +13%
MAA
9
Managed Account Advisors
New Jersey
$4.39M -$304K -19,317 -7%
Goldman Sachs
10
Goldman Sachs
New York
$4.14M +$555K +35,351 +16%
WIS
11
Wright Investors Service
Connecticut
$4.05M -$246K -15,630 -6%
EA
12
Euclid Advisors
Connecticut
$3.76M -$1.14M -72,700 -24%
AG
13
Aperio Group
California
$3.55M +$3.48M +221,686 New
GC
14
Guggenheim Capital
Illinois
$2.96M -$288K -18,325 -9%
1IC
15
1919 Investment Counsel
Maryland
$2.9M -$64.3K -4,095 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$2.14M +$546K +34,734 +35%
Truist Financial
17
Truist Financial
North Carolina
$1.81M -$176K -11,211 -9%
Morgan Stanley
18
Morgan Stanley
New York
$1.65M -$2.35M -149,428 -59%
CAM
19
Capstone Asset Management
Texas
$1.64M +$27.5K +1,750 +2%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$1.58M +$1.55M +98,934 New
Comerica Bank
21
Comerica Bank
Texas
$1.44M -$613 -39 -0%
WAM
22
World Asset Management
Michigan
$1.33M -$311K -19,806 -19%
PI
23
Placemark Investments
Illinois
$1.25M -$223K -14,219 -15%
RCM
24
Riverhead Capital Management
Delaware
$990K +$971K +61,800 New
CIM
25
Calvert Investment Management
Maryland
$835K -$205K -13,044 -20%

AV Hedge Fund Activity: Q1 2014 in Review

62 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Aviva Plc (AV) for Q1 2014, worth a combined $146M — up 24% from $118M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AV positions and 10 closed out — a net gain of 2 holders — while 15 added to existing stakes and 28 trimmed.

The largest buyer was Causeway Capital Management, opening a new position worth an estimated $13M. The largest seller was Philadelphia International Advisors, exiting entirely with an estimated $9.25M sold.

  • 62 institutional investors held Aviva Plc (AV) as of Q1 2014, up from 60 in Q4 2013.
  • Funds reported $146M of Aviva Plc stock for Q1 2014, up 24% quarter-over-quarter.
  • 12 funds opened new Aviva Plc positions in Q1 2014 and 10 closed out, a net change of +2 holders.
  • The largest Aviva Plc buyer in Q1 2014 was Causeway Capital Management, an estimated $13M added.
  • The largest Aviva Plc seller in Q1 2014 was Philadelphia International Advisors, an estimated $9.25M sold.

Based on aggregated 13F filings for Q1 2014.