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AeroVironment

135 hedge funds and large institutions have $533M invested in AeroVironment in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

64% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $2.26M

8% more capital invested

Capital invested by funds: $493M → $533M (+$40.5M)

2.57% more ownership

Funds ownership: 78.51%81.08% (+2.6%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

6% less funds holding

Funds holding: 143135 (-8)

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
54
Reduced
30
Closed
21
Calls
$3.71M
Puts
$2.26M
Net Calls
+$1.45M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$2.56M +$132K +4,935 +6%
UBS Group
27
UBS Group
Switzerland
$2.55M +$419K +15,706 +21%
CIS
28
Connors Investor Services
Pennsylvania
$2.37M -$22.7K -850 -1%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$2.21M +$434K +16,240 +26%
Invesco
30
Invesco
Georgia
$1.89M +$320K +11,971 +22%
Barrow, Hanley, Mewhinney & Strauss
31
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.86M +$902K +33,764 +104%
Citadel Advisors
32
Citadel Advisors
Florida
$1.74M -$252K -9,448 -13%
KCM
33
Kennedy Capital Management
Missouri
$1.71M -$6.49K -243 -0.4%
Morgan Stanley
34
Morgan Stanley
New York
$1.57M -$793K -29,713 -35%
TCIM
35
TIAA CREF Investment Management
New York
$1.53M -$155K -5,789 -10%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.43M +$27 +1 +0%
NFA
37
Nationwide Fund Advisors
Ohio
$1.33M -$214K -8,012 -14%
EIM
38
Essex Investment Management
Massachusetts
$1.31M +$1.25M +46,683 New
WIC
39
Woodmont Investment Counsel
Tennessee
$1.29M +$190K +7,120 +18%
Bank of America
40
Bank of America
North Carolina
$1.24M +$359K +13,451 +44%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.21M +$363K +13,579 +46%
KBC Group
42
KBC Group
Belgium
$1.2M +$479K +17,949 +72%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.13M -$50.7K -1,900 -4%
WPC
44
White Pine Capital
Minnesota
$1.09M -$25.4K -950 -2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.01M
Prudential Financial
46
Prudential Financial
New Jersey
$991K +$4.11K +154 +0.4%
TA
47
Teachers Advisors
New York
$981K -$8.87K -332 -0.9%
Legal & General Group
48
Legal & General Group
United Kingdom
$971K +$15.7K +587 +2%
PI
49
PineBridge Investments
New York
$951K +$299K +11,184 +49%
JP Morgan Chase
50
JP Morgan Chase
New York
$938K -$252K -9,442 -22%