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AV

Aviva Plc
AV

Delisted

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

88 hedge funds and large institutions have $278M invested in Aviva Plc in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

13% more capital invested

Capital invested by funds: $246M → $278M (+$32.2M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% less funds holding

Funds holding: 8988 (-1)

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
39
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$48.8M -$5.91M -395,555 -11%
Northern Trust
2
Northern Trust
Illinois
$41.2M +$5.19M +347,924 +15%
CCM
3
Causeway Capital Management
California
$27.7M +$1.04M +69,396 +4%
PPA
4
Parametric Portfolio Associates
Washington
$21.3M +$3.4M +227,650 +19%
ClearBridge Investments
5
ClearBridge Investments
New York
$13.4M +$40.5K +2,710 +0.3%
Bank of America
6
Bank of America
North Carolina
$12.4M -$144K -9,623 -1%
AG
7
Aperio Group
California
$11.4M +$2.11M +141,202 +23%
Franklin Resources
8
Franklin Resources
California
$9.08M -$312K -20,928 -3%
Goldman Sachs
9
Goldman Sachs
New York
$7.37M +$894K +59,857 +14%
Morgan Stanley
10
Morgan Stanley
New York
$5.96M +$263K +17,605 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.09M +$3.02M +202,204 +152%
Citigroup
12
Citigroup
New York
$4.53M +$3.53M +236,668 +388%
EA
13
Euclid Advisors
Connecticut
$4.48M -$1.14M -76,568 -21%
GT
14
Glenmede Trust
Pennsylvania
$4.46M +$3.54M +237,114 +420%
CAM
15
Capstone Asset Management
Texas
$4.26M +$52.2K +3,493 +1%
CS
16
Credit Suisse
Switzerland
$4.22M +$4.15M +277,705 New
NIMC
17
NWQ Investment Management Company
California
$4.14M +$13.3K +890 +0.3%
WIS
18
Wright Investors Service
Connecticut
$3.77M +$3.21K +215 +0.1%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.65M -$1.29M -86,678 -27%
UCFA
20
United Capital Financial Advisors
Texas
$3.06M +$3M +200,898 New
Stifel Financial
21
Stifel Financial
Missouri
$2.54M -$109K -7,295 -4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$2.5M -$594K -39,767 -19%
UBS AM
23
UBS AM
Illinois
$2.2M -$9.12K -611 -0.4%
FA
24
FDx Advisors
Illinois
$2.12M -$23.9K -1,598 -1%
UBS Group
25
UBS Group
Switzerland
$2.06M +$1.27M +85,014 +168%

AV Hedge Fund Activity: Q4 2015 in Review

88 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aviva Plc (AV) for Q4 2015, worth a combined $278M — up 13% from $246M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AV positions and 12 closed out — a net gain of 1 holder — while 39 added to existing stakes and 24 trimmed.

The largest buyer was Northern Trust, adding an estimated $5.19M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $10.8M sold.

  • 88 institutional investors held Aviva Plc (AV) as of Q4 2015, down from 89 in Q3 2015.
  • Funds reported $278M of Aviva Plc stock for Q4 2015, up 13% quarter-over-quarter.
  • 13 funds opened new Aviva Plc positions in Q4 2015 and 12 closed out, a net change of +1 holder.
  • The largest Aviva Plc buyer in Q4 2015 was Northern Trust, an estimated $5.19M added.
  • The largest Aviva Plc seller in Q4 2015 was Bank of New York Mellon, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2015.