Grupo Aval
AVAL
36 hedge funds and large institutions have $6.11M invested in Grupo Aval in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 35 → 36 (+1)
0% less ownership
Funds ownership: 0.04% → 0.03% (-0%)
5% less capital invested
Capital invested by funds: $6.4M → $6.11M (-$290K)
56% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$108K |
| 2 |
VF
Virtu Financial
New York
|
+$49.5K |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$41.7K |
| 4 |
FAFN
First Affirmative Financial Network
Colorado Springs,
Colorado
|
+$20.8K |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$5.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$133K |
| 2 |
FTDI
First Trust Direct Indexing
Boston,
Massachusetts
|
-$99.6K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$52.6K |
| 4 |
Cerity Partners
New York
|
-$48.7K |
| 5 |
Millennium Management
New York
|
-$45.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
RhumbLine Advisers
Boston,
Massachusetts
| $16.3K | – | – | – |
|
27
Morgan Stanley
New York
| $8.85K | -$9.05K | -3,963 | -52% |
|
|
BTI
28
Blue Trust Inc
Alpharetta,
Georgia
| $5K | +$5.06K | +2,216 | New |
|
|
BIA
29
Bell Investment Advisors
Oakland,
California
| $2.52K | +$518 | +227 | +28% |
|
30
UBS Group
Zurich,
Switzerland
| $2.15K | +$1.95K | +855 | +3,054% |
|
|
LC
31
Lindbrook Capital
Calabasas,
California
| $804 | -$420 | -184 | -36% |
|
|
PA
32
Parallel Advisors
San Francisco,
California
| $797 | -$3.67K | -1,607 | -83% |
|
|
PS
33
Principal Securities
Des Moines,
Iowa
| $277 | +$260 | +114 | New |
|
34
Qube Research & Technologies (QRT)
London,
United Kingdom
| $233 | – | – | – |
|
|
JWA
35
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $107 | -$137 | -60 | -58% |
|
|
FGAM
36
Financial Gravity Asset Management
Lakeway,
Texas
| $15 | +$7 | +3 | +100% |
|
|
37
Invesco
Atlanta,
Georgia
| – | -$52.6K | -21,746 | Closed |
|
|
38
Cerity Partners
New York
| – | -$48.7K | -20,139 | Closed |
|
|
BP
39
Ballentine Partners
Waltham,
Massachusetts
| – | -$31.3K | -12,936 | Closed |
|
AVAL Hedge Fund Activity: Q4 2023 in Review
36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Grupo Aval (AVAL) for Q4 2023, worth a combined $6.11M — down 4.5% from $6.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AVAL positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 18 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $108K. The largest seller was BlackRock, cutting an estimated $133K.
- 36 institutional investors held Grupo Aval (AVAL) as of Q4 2023, up from 35 in Q3 2023.
- Funds reported $6.11M of Grupo Aval stock for Q4 2023, down 4.5% quarter-over-quarter.
- 4 funds opened new Grupo Aval positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest Grupo Aval buyer in Q4 2023 was Renaissance Technologies, an estimated $108K added.
- The largest Grupo Aval seller in Q4 2023 was BlackRock, an estimated $133K sold.
Based on aggregated 13F filings for Q4 2023.