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AeroVironment

245 hedge funds and large institutions have $2.24B invested in AeroVironment in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

35% more capital invested

Capital invested by funds: $1.66B → $2.24B (+$580M)

7% more funds holding

Funds holding: 229245 (+16)

8% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 73

7% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $19.2M

0.72% less ownership

Funds ownership: 79.01%78.3% (-0.72%)

Holders
245
Holders Change
+16
Holders Change %
+6.99%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
48
Increased
79
Reduced
73
Closed
30
Calls
$20.5M
Puts
$19.2M
Net Calls
+$1.28M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
226
Sargent Bickham Lagudis
Colorado
$6K
TWA
227
TCI Wealth Advisors
Arizona
$5K +$1.99K +17 +77%
NFG
228
Next Financial Group
Texas
$4K
SIC
229
Salem Investment Counselors
North Carolina
$4K
BWM
230
Baystate Wealth Management
Massachusetts
$3K
HIA
231
Harbor Investment Advisory
Maryland
$3K
SFS
232
Sowell Financial Services
Arkansas
$2K -$2.22K -19 -46%
TFO
233
Tarbox Family Office
California
$2K
DAC
234
Dividend Assets Capital
South Carolina
$2K +$1.75K +15 New
PSIWM
235
Paradigm Strategies in Wealth Management
Minnesota
$2K +$1.75K +15 New
AIG
236
American International Group
New York
$1.68K -$14.4K -123 -0.8%
APA
237
American Portfolios Advisors
New York
$1.39K
BWA
238
BDO Wealth Advisors
Florida
$1K
CFGS
239
Concourse Financial Group Securities
Alabama
$1K
FPS
240
Fieldpoint Private Securities
Connecticut
$1K
HI
241
Human Investing
Oregon
$1K
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$303
MPAM
243
Monarch Partners Asset Management
Massachusetts
-$3.44M -39,611 Closed
Renaissance Technologies
244
Renaissance Technologies
New York
-$3.12M -35,936 Closed
Federated Hermes
245
Federated Hermes
Pennsylvania
-$2.08M -23,873 Closed
KC
246
Kingfisher Capital
North Carolina
-$1.08M -12,442 Closed
HIM
247
Hillsdale Investment Management
Ontario, Canada
-$878K -10,100 Closed
AG
248
Algert Global
California
-$832K -9,570 Closed
E
249
Ergoteles
New York
-$721K -8,300 Closed
MSA
250
Mason Street Advisors
Wisconsin
-$711K -8,179 Closed

AVAV Hedge Fund Activity: Q1 2021 in Review

245 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AeroVironment (AVAV) for Q1 2021, worth a combined $2.24B — up 35% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AVAV positions and 30 closed out — a net gain of 18 holders — while 79 added to existing stakes and 73 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $18M. The largest seller was Fidelity Investments, cutting an estimated $18.5M.

  • 245 institutional investors held AeroVironment (AVAV) as of Q1 2021, up from 229 in Q4 2020.
  • Funds reported $2.24B of AeroVironment stock for Q1 2021, up 35% quarter-over-quarter.
  • 48 funds opened new AeroVironment positions in Q1 2021 and 30 closed out, a net change of +18 holders.
  • The largest AeroVironment buyer in Q1 2021 was ARK Investment Management, an estimated $18M added.
  • The largest AeroVironment seller in Q1 2021 was Fidelity Investments, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2021.