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AeroVironment

301 hedge funds and large institutions have $2.6B invested in AeroVironment in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

28% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $33M

17% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 88

12% more capital invested

Capital invested by funds: $2.32B → $2.6B (+$279M)

11% more funds holding

Funds holding: 271301 (+30)

2.12% more ownership

Funds ownership: 86.51%88.64% (+2.1%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
51
Increased
103
Reduced
88
Closed
19
Calls
$42.1M
Puts
$33M
Net Calls
+$9.17M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
276
Richard W. Paul & Associates
Michigan
$5.02K -$101 -1 -2%
RCM
277
Raleigh Capital Management
North Carolina
$4.46K
SIC
278
Salem Investment Counselors
North Carolina
$3.9K
BF
279
BOK Financial
Oklahoma
$3.78K +$3.32K +33 New
GRP
280
Global Retirement Partners
California
$3.75K -$101K -1,000 -97%
MHR
281
Matthew Hamilton Rosenberg
$3.68K
HIA
282
Harbor Investment Advisory
Maryland
$3.35K
Bessemer Group
283
Bessemer Group
New Jersey
$3K +$705 +7 +35%
BWM
284
Baystate Wealth Management
Massachusetts
$2.79K
LF
285
Lee Financial
Texas
$2.64K
GI
286
Gradient Investments
Minnesota
$2.34K
RA
287
Rise Advisors
New York
$2.23K
AWA
288
Authentikos Wealth Advisory
California
$2.23K +$2.01K +20 New
HL
289
HeadInvest LLC
Maine
$2.18K +$2.01K +20 New
BIA
290
Bell Investment Advisors
California
$1.45K -$805 -8 -38%
KFS
291
Kelly Financial Services
Massachusetts
$1.45K
SS
292
Sunbelt Securities
Texas
$1.34K +$1.21K +12 New
AWM
293
Abound Wealth Management
Tennessee
$1.12K
IFAM
294
Institutional & Family Asset Management
Colorado
$781
JWA
295
JFS Wealth Advisors
Pennsylvania
$558 -$604 -6 -55%
CFS
296
CGC Financial Services
Oregon
$558
AA
297
Addison Advisors
Vermont
$558 +$503 +5 New
HNB
298
Huntington National Bank
Ohio
$112
SIC
299
SJS Investment Consulting
Ohio
$112 +$101 +1 New
Fuller & Thaler Asset Management
300
Fuller & Thaler Asset Management
California
-$11.6M -113,275 Closed