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AV

Aviva Plc
AV

Delisted

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

83 hedge funds and large institutions have $247M invested in Aviva Plc in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

9% more funds holding

Funds holding: 7683 (+7)

1% more capital invested

Capital invested by funds: $244M → $247M (+$2.89M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
38
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$49.8M +$4.7M +288,896 +10%
Northern Trust
2
Northern Trust
Illinois
$32.7M +$2.91M +178,959 +9%
CCM
3
Causeway Capital Management
California
$20.6M +$1.64M +101,052 +8%
PPA
4
Parametric Portfolio Associates
Washington
$17.2M +$1.82M +112,182 +11%
ClearBridge Investments
5
ClearBridge Investments
New York
$13.7M +$1.04M +63,887 +8%
JP Morgan Chase
6
JP Morgan Chase
New York
$13.5M -$6.88M -423,235 -33%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$12.1M +$12.7M +779,224 New
MAA
8
Managed Account Advisors
New Jersey
$9.7M +$10.9K +669 +0.1%
AG
9
Aperio Group
California
$5.79M +$1.2M +73,722 +25%
Goldman Sachs
10
Goldman Sachs
New York
$5.39M -$128K -7,875 -2%
EA
11
Euclid Advisors
Connecticut
$5.37M +$2.27M +139,389 +68%
NIMC
12
NWQ Investment Management Company
California
$4.29M +$1.73M +106,165 +63%
WIS
13
Wright Investors Service
Connecticut
$3.95M +$113K +6,940 +3%
CAM
14
Capstone Asset Management
Texas
$3.46M +$430K +26,460 +14%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$3.45M +$112K +6,909 +3%
Comerica Bank
16
Comerica Bank
Texas
$3.31M +$2.23M +137,437 +183%
Morgan Stanley
17
Morgan Stanley
New York
$2.8M -$134K -8,249 -4%
Stifel Financial
18
Stifel Financial
Missouri
$2.67M -$8.73K -537 -0.3%
Franklin Resources
19
Franklin Resources
California
$2.3M -$6.34M -389,920 -73%
UBS AM
20
UBS AM
Illinois
$2.24M -$4.85M -298,245 -67%
Truist Financial
21
Truist Financial
North Carolina
$2.06M +$147K +9,034 +7%
Two Sigma Investments
22
Two Sigma Investments
New York
$2.04M -$437K -26,880 -17%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.93M +$76.4K +4,700 +4%
FA
24
FDx Advisors
Illinois
$1.89M +$123K +7,557 +7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.83M +$230K +14,135 +14%

AV Hedge Fund Activity: Q2 2015 in Review

83 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aviva Plc (AV) for Q2 2015, worth a combined $247M — up 1.2% from $244M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AV positions and 8 closed out — a net gain of 7 holders — while 38 added to existing stakes and 24 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $12.7M. The largest seller was JP Morgan Chase, cutting an estimated $6.88M.

  • 83 institutional investors held Aviva Plc (AV) as of Q2 2015, up from 76 in Q1 2015.
  • Funds reported $247M of Aviva Plc stock for Q2 2015, up 1.2% quarter-over-quarter.
  • 15 funds opened new Aviva Plc positions in Q2 2015 and 8 closed out, a net change of +7 holders.
  • The largest Aviva Plc buyer in Q2 2015 was Bank of New York Mellon, an estimated $12.7M added.
  • The largest Aviva Plc seller in Q2 2015 was JP Morgan Chase, an estimated $6.88M sold.

Based on aggregated 13F filings for Q2 2015.