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AV

Aviva Plc
AV

Delisted

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

18 hedge funds and large institutions have $71M invested in Aviva Plc in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

11% more capital invested

Capital invested by funds: $63.9M → $71M (+$7.17M)

5% less funds holding

Funds holding: 1918 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Causeway Capital Management
California
$35.1M +$5.75M +139,253 +20%
PPA
2
Parametric Portfolio Associates
Washington
$29.9M +$1.49M +140,786 +5%
MPM
3
Meritage Portfolio Management
Kansas
$2.4M -$3.92K -370 -0.2%
ANTB
4
AMG National Trust Bank
Colorado
$1.96M +$61.5K +5,796 +3%
SAM
5
Silvercrest Asset Management
New York
$477K -$4.98K -470 -1%
QCG
6
Quadrant Capital Group
Ohio
$445K +$165K +15,933 +59%
WAM
7
World Asset Management
Michigan
$300K -$25.4K -2,393 -8%
CIP
8
Cornerstone Investment Partners
Georgia
$195K +$26K +2,456 +15%
AP
9
Advisor Partners
California
$155K +$12.5K +1,183 +9%
M
10
MOTCO
Texas
$17K +$15K +1,445 +753%
LWA
11
Lenox Wealth Advisors
New York
$13K
ESB
12
Essex Savings Bank
Connecticut
$13K +$13K +1,260 New
FRA
13
Front Row Advisors
California
$7K +$3.44K +347 +97%
LWM
14
Lenox Wealth Management
Ohio
$4K
PCG
15
Private Capital Group
Connecticut
$2K +$1.88K +110 +1,571%
W
16
WealthStone
Ohio
$1.32K +$1.32K +125 New
GAM
17
Gemmer Asset Management
California
$1K +$117 +12 +13%
GT
18
Glenmede Trust
Pennsylvania
$355 +$2 +205 +0.6%
AAM
19
Advisors Asset Management
Colorado
-$276K -25,530 Closed
BC
20
Bartlett & Co
Ohio
-$2K -142 Closed
BCWM
21
Bartlett & Co Wealth Management
Ohio
-$1.53K -142 Closed

AV Hedge Fund Activity: Q2 2019 in Review

18 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aviva Plc (AV) for Q2 2019, worth a combined $71M — up 11% from $63.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of AV and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 11 added.

The largest buyer was Causeway Capital Management, adding an estimated $5.75M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $276K sold.

  • 18 institutional investors held Aviva Plc (AV) as of Q2 2019, down from 19 in Q1 2019.
  • Funds reported $71M of Aviva Plc stock for Q2 2019, up 11% quarter-over-quarter.
  • 2 funds opened new Aviva Plc positions in Q2 2019 and 3 closed out, a net change of -1 holder.
  • The largest Aviva Plc buyer in Q2 2019 was Causeway Capital Management, an estimated $5.75M added.
  • The largest Aviva Plc seller in Q2 2019 was Advisors Asset Management, an estimated $276K sold.

Based on aggregated 13F filings for Q2 2019.