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AV

Aviva Plc
AV

Delisted

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

93 hedge funds and large institutions have $171M invested in Aviva Plc in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

6% more funds holding

Funds holding: 8893 (+5)

25% less capital invested

Capital invested by funds: $228M → $171M (-$57.1M)

38% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 40

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
25
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$32.7M -$1.72M -138,431 -4%
Northern Trust
2
Northern Trust
Illinois
$30.5M +$951K +76,541 +3%
CCM
3
Causeway Capital Management
California
$19.4M -$183K -14,756 -0.8%
PPA
4
Parametric Portfolio Associates
Washington
$17.3M +$1.24M +99,762 +7%
Bank of America
5
Bank of America
North Carolina
$6.59M -$773K -62,225 -9%
Franklin Resources
6
Franklin Resources
California
$6.13M -$178K -14,353 -2%
AG
7
Aperio Group
California
$5.76M +$1.01M +81,061 +18%
Goldman Sachs
8
Goldman Sachs
New York
$4.83M -$113K -9,061 -2%
ClearBridge Investments
9
ClearBridge Investments
New York
$4.06M -$66.4K -5,346 -1%
UBS AM
10
UBS AM
Illinois
$3.76M -$426K -34,296 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$3.44M +$1.69M +136,027 +73%
SEI Investments
12
SEI Investments
Pennsylvania
$2.29M +$845K +67,973 +46%
WIS
13
Wright Investors Service
Connecticut
$2.12M -$565K -45,477 -19%
NIMC
14
NWQ Investment Management Company
California
$1.97M +$92.4K +7,435 +4%
CAM
15
Capstone Asset Management
Texas
$1.97M -$1.35M -108,427 -37%
EA
16
Euclid Advisors
Connecticut
$1.96M +$2.28M +183,720 New
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.81M -$35.6K -2,863 -2%
Millennium Management
18
Millennium Management
New York
$1.62M +$353K +28,400 +23%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.41M -$2.68M -215,556 -62%
Wells Fargo
20
Wells Fargo
California
$1.41M -$345K -27,730 -17%
Morgan Stanley
21
Morgan Stanley
New York
$1.38M -$3.14M -252,817 -66%
WAM
22
World Asset Management
Michigan
$1.34M +$120K +9,670 +8%
Comerica Bank
23
Comerica Bank
Texas
$1.19M -$8.13K -654 -0.6%
FA
24
FDx Advisors
Illinois
$1.01M -$537K -43,190 -31%
MM
25
Midas Management
New York
$1M +$1.17M +94,000 New

AV Hedge Fund Activity: Q2 2016 in Review

93 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aviva Plc (AV) for Q2 2016, worth a combined $171M — down 25% from $228M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AV positions and 14 closed out — a net gain of 6 holders — while 25 added to existing stakes and 40 trimmed.

The largest buyer was Euclid Advisors, opening a new position worth an estimated $2.28M. The largest seller was Jane Street, cutting an estimated $6.27M.

  • 93 institutional investors held Aviva Plc (AV) as of Q2 2016, up from 88 in Q1 2016.
  • Funds reported $171M of Aviva Plc stock for Q2 2016, down 25% quarter-over-quarter.
  • 20 funds opened new Aviva Plc positions in Q2 2016 and 14 closed out, a net change of +6 holders.
  • The largest Aviva Plc buyer in Q2 2016 was Euclid Advisors, an estimated $2.28M added.
  • The largest Aviva Plc seller in Q2 2016 was Jane Street, an estimated $6.27M sold.

Based on aggregated 13F filings for Q2 2016.