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AeroVironment
AVAV

266 hedge funds and large institutions have $2.09B invested in AeroVironment in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

21% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $9.58M

11% more capital invested

Capital invested by funds: $1.88B → $2.09B (+$210M)

6% more funds holding

Funds holding: 251 → 266 (+15)

0.31% more ownership

Funds ownership: 89.81% → 90.12% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
79
Reduced
84
Closed
21
Calls
$11.6M
Puts
$9.58M
Net Calls
+$2.01M
Net Calls Change
-$3.35M

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$10M
2
Millennium Management
Millennium Management
New York
+$8.48M
3
SIMG
Stephens Investment Management Group
Texas
+$6.5M
4
IECM
Intrinsic Edge Capital Management
Illinois
+$5.84M
5
JP Morgan Chase
JP Morgan Chase
New York
+$4.46M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.9M
2
State Street
State Street
Massachusetts
-$7.18M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.48M
4
AIM
ARK Investment Management
Florida
-$4.55M
5
BlackRock
BlackRock
New York
-$2.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
226
Newbridge Financial Services Group
Florida
$9.17K – – –
TC
227
Truvestments Capital
Florida
$9.17K – – –
SWM
228
Spire Wealth Management
Virginia
$9.17K +$8.86K +100 New
ACM
229
Aquatic Capital Management
Illinois
$9K -$540K -6,100 -98%
FPFS
230
First Personal Financial Services
North Carolina
$7.79K – – –
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$7.15K +$3.72K +42 +117%
PTC
232
Private Trust Company
Ohio
$6.88K – – –
TWA
233
TCI Wealth Advisors
Arizona
$6.51K – – –
AF
234
Allworth Financial
California
$6.42K – – –
HNB
235
Huntington National Bank
Ohio
$6.14K +$89 +1 +2%
VCM
236
Versant Capital Management
Arizona
$5.73K -$9.21K -104 -62%
PVH
237
Psagot Value Holdings
Israel
$5K +$5.22K +59 New
PA
238
Parallel Advisors
California
$4.95K -$2.48K -28 -34%
CT
239
Caldwell Trust
Florida
$4.58K – – –
SC
240
Stephens Consulting
Michigan
$4.58K – – –
RWPA
241
Richard W. Paul & Associates
Michigan
$4.22K – – –
FCA
242
FinTrust Capital Advisors
South Carolina
$3.85K – – –
RCM
243
Raleigh Capital Management
North Carolina
$3.67K – – –
SIC
244
Salem Investment Counselors
North Carolina
$3.21K – – –
MHR
245
Matthew Hamilton Rosenberg
$3.02K – – –
HIA
246
Harbor Investment Advisory
Maryland
$2.75K – – –
CA
247
Clearstead Advisors
Ohio
$2.57K -$7.08K -80 -74%
BWM
248
Baystate Wealth Management
Massachusetts
$2.29K – – –
LF
249
Lee Financial
Texas
$2.17K – – –
STCOSD
250
Sageworth Trust Company of South Dakota
South Dakota
$2.11K – – –
8 9
10
11 12

AVAV Hedge Fund Activity: Q1 2023 in Review

266 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AeroVironment (AVAV) for Q1 2023, worth a combined $2.09B — up 11% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AVAV positions and 21 closed out — a net gain of 17 holders — while 79 added to existing stakes and 84 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $10M. The largest seller was Lord, Abbett & Co, cutting an estimated $22.9M.

  • 266 institutional investors held AeroVironment (AVAV) as of Q1 2023, up from 251 in Q4 2022.
  • Funds reported $2.09B of AeroVironment stock for Q1 2023, up 11% quarter-over-quarter.
  • 38 funds opened new AeroVironment positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest AeroVironment buyer in Q1 2023 was Deutsche Bank, an estimated $10M added.
  • The largest AeroVironment seller in Q1 2023 was Lord, Abbett & Co, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2023.