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AV

Aviva Plc
AV

Delisted

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

76 hedge funds and large institutions have $244M invested in Aviva Plc in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

16% more capital invested

Capital invested by funds: $211M → $244M (+$32.9M)

8% less funds holding

Funds holding: 8376 (-7)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
76
Holders Change
-7
Holders Change %
-8.43%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
39
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$47M -$4.42M -272,201 -9%
Northern Trust
2
Northern Trust
Illinois
$31.1M +$130K +8,006 +0.4%
JP Morgan Chase
3
JP Morgan Chase
New York
$20.9M +$14.6M +896,511 +227%
CCM
4
Causeway Capital Management
California
$19.8M -$53.3K -3,281 -0.3%
PPA
5
Parametric Portfolio Associates
Washington
$16.1M +$2.46M +151,258 +18%
ClearBridge Investments
6
ClearBridge Investments
New York
$13.1M +$405K +24,960 +3%
MAA
7
Managed Account Advisors
New Jersey
$10.1M -$605K -37,270 -6%
Franklin Resources
8
Franklin Resources
California
$8.69M -$1.79M -110,291 -17%
UBS AM
9
UBS AM
Illinois
$7.15M -$464K -28,576 -6%
Goldman Sachs
10
Goldman Sachs
New York
$5.72M +$371K +22,830 +7%
AG
11
Aperio Group
California
$4.82M +$807K +49,680 +20%
WIS
12
Wright Investors Service
Connecticut
$3.99M +$870K +53,602 +28%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.47M +$499K +30,726 +17%
EA
14
Euclid Advisors
Connecticut
$3.32M +$56.2K +3,460 +2%
CAM
15
Capstone Asset Management
Texas
$3.16M +$168K +10,357 +6%
Morgan Stanley
16
Morgan Stanley
New York
$3.04M +$1.3K +80 +0%
Stifel Financial
17
Stifel Financial
Missouri
$2.78M +$22.4K +1,382 +0.8%
NIMC
18
NWQ Investment Management Company
California
$2.74M +$2.75M +169,620 New
Two Sigma Investments
19
Two Sigma Investments
New York
$2.55M -$494K -30,448 -16%
Renaissance Technologies
20
Renaissance Technologies
New York
$2.13M +$2.14M +131,728 New
Truist Financial
21
Truist Financial
North Carolina
$1.99M +$247K +15,237 +14%
Deutsche Bank
22
Deutsche Bank
Germany
$1.99M +$1.99M +122,381 +15,127%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.93M -$796K -49,000 -29%
FA
24
FDx Advisors
Illinois
$1.84M +$98.2K +6,048 +6%
GT
25
Glenmede Trust
Pennsylvania
$1.77M +$1.13M +69,412 +172%

AV Hedge Fund Activity: Q1 2015 in Review

76 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Aviva Plc (AV) for Q1 2015, worth a combined $244M — up 16% from $211M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of AV and 10 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 39 added.

The largest buyer was JP Morgan Chase, adding an estimated $14.6M. The largest seller was Jane Street, cutting an estimated $4.91M.

  • 76 institutional investors held Aviva Plc (AV) as of Q1 2015, down from 83 in Q4 2014.
  • Funds reported $244M of Aviva Plc stock for Q1 2015, up 16% quarter-over-quarter.
  • 10 funds opened new Aviva Plc positions in Q1 2015 and 16 closed out, a net change of -6 holders.
  • The largest Aviva Plc buyer in Q1 2015 was JP Morgan Chase, an estimated $14.6M added.
  • The largest Aviva Plc seller in Q1 2015 was Jane Street, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2015.