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Grupo Aval

37 hedge funds and large institutions have $6.46M invested in Grupo Aval in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 0.04%0.04% (+0%)

3% less funds holding

Funds holding: 3837 (-1)

7% less capital invested

Capital invested by funds: $6.91M → $6.46M (-$456K)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

67% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 18

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$25.6K -$14.7K -6,143 -36%
Creative Planning
27
Creative Planning
Kansas
$25.4K -$15.2K -6,358 -37%
FG
28
Foster Group
Iowa
$25.1K +$25.8K +10,827 New
VF
29
Virtu Financial
New York
$23K +$24.1K +10,098 New
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$19.6K +$20.2K +8,465 New
PA
31
Parallel Advisors
California
$5.95K -$671 -281 -10%
BIA
32
Bell Investment Advisors
California
$1.88K +$1.12K +470 +138%
LC
33
Lindbrook Capital
California
$1.2K -$2.13K -890 -63%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$900 -$2.84K -1,190 -75%
JWA
35
JFS Wealth Advisors
Pennsylvania
$242 -$26 -11 -10%
HI
36
Harbour Investments
Wisconsin
$188 +$193 +81 New
LPU
37
Lansdowne Partners (UK)
United Kingdom
-$136K -58,090 Closed
Citadel Advisors
38
Citadel Advisors
Florida
-$86.6K -36,990 Closed
Northern Trust
39
Northern Trust
Illinois
-$33.8K -14,438 Closed
DAM
40
Deltec Asset Management
New York
-$30.4K -13,000 Closed
Osaic Holdings
41
Osaic Holdings
Arizona
-$7.14K -3,050 Closed
US Bancorp
42
US Bancorp
Minnesota
-$2.88K -1,233 Closed
UBS Group
43
UBS Group
Switzerland
-$2.15K -919 Closed
SSC
44
Syverson Strege & Co
Iowa
-$206 -88 Closed
SC
45
Schubert & Co
Texas
-$31 -13 Closed
FGAM
46
Financial Gravity Asset Management
Texas
-$8 -2 Closed
BTI
47
Blue Trust Inc
Georgia
+$148 +62 New

AVAL Hedge Fund Activity: Q2 2023 in Review

37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Grupo Aval (AVAL) for Q2 2023, worth a combined $6.46M — down 6.6% from $6.91M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AVAL and 9 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 6 added.

The largest buyer was Dimension Capital Management, opening a new position worth an estimated $529K. The largest seller was BlackRock, cutting an estimated $331K.

  • 37 institutional investors held Grupo Aval (AVAL) as of Q2 2023, down from 38 in Q1 2023.
  • Funds reported $6.46M of Grupo Aval stock for Q2 2023, down 6.6% quarter-over-quarter.
  • 9 funds opened new Grupo Aval positions in Q2 2023 and 10 closed out, a net change of -1 holder.
  • The largest Grupo Aval buyer in Q2 2023 was Dimension Capital Management, an estimated $529K added.
  • The largest Grupo Aval seller in Q2 2023 was BlackRock, an estimated $331K sold.

Based on aggregated 13F filings for Q2 2023.