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AeroVironment

226 hedge funds and large institutions have $2.27B invested in AeroVironment in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 21

62% more capital invested

Capital invested by funds: $1.4B → $2.27B (+$867M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more funds holding

Funds holding: 199226 (+27)

2.07% more ownership

Funds ownership: 82.46%84.53% (+2.1%)

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

54% less call options, than puts

Call options by funds: $66.8M | Put options by funds: $144M

Holders
226
Holders Change
+27
Holders Change %
+13.57%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
51
Increased
67
Reduced
74
Closed
21
Calls
$66.8M
Puts
$144M
Net Calls
-$76.9M
Net Calls Change
-$93.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
26
Winton Group
United Kingdom
$13.3M +$9.93M +114,585 +2,701%
Charles Schwab
27
Charles Schwab
California
$13.1M +$594K +6,852 +6%
Invesco
28
Invesco
Georgia
$13.1M +$630K +7,270 +7%
Morgan Stanley
29
Morgan Stanley
New York
$12.9M +$1.21M +14,013 +14%
Allianz Asset Management
30
Allianz Asset Management
Germany
$12.4M -$1.02M -11,765 -10%
Fisher Asset Management
31
Fisher Asset Management
Washington
$11.7M +$1.82M +20,978 +25%
AIM
32
ARK Investment Management
Florida
$11.6M -$4.35M -50,184 -33%
CIC
33
Canal Insurance Company
South Carolina
$11.2M -$2.6M -30,000 -23%
UBS Group
34
UBS Group
Switzerland
$10.6M -$1.39M -16,010 -14%
EMG
35
ETF Managers Group
New Jersey
$9.25M -$52.8K -609 -0.7%
MIFH
36
Migdal Insurance & Financial Holdings
Israel
$8.99M -$1.64M -18,907 -19%
First Trust Advisors
37
First Trust Advisors
Illinois
$8.69M +$3.95M +45,515 +143%
Bank of America
38
Bank of America
North Carolina
$8.19M +$3.53M +40,729 +126%
KBC Group
39
KBC Group
Belgium
$6.01M -$596K -6,874 -11%
PPA
40
Parametric Portfolio Associates
Washington
$5.92M +$1.83M +21,161 +67%
Wells Fargo
41
Wells Fargo
California
$5.61M -$798K -9,203 -16%
Barclays
42
Barclays
United Kingdom
$5.55M -$735K -8,482 -15%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$5.53M -$140K -1,616 -3%
GLA
44
Great Lakes Advisors
Illinois
$5.53M +$4.27M +49,255 New
MOACM
45
Mutual of America Capital Management
New York
$5.02M -$568K -6,556 -13%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$4.79M +$1.72M +19,890 +87%
TCIM
47
TIAA CREF Investment Management
New York
$4.77M -$341K -3,928 -8%
TA
48
Teachers Advisors
New York
$4.58M +$16.8K +194 +0.5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$4.47M -$1.64M -18,893 -32%
Swiss National Bank
50
Swiss National Bank
Switzerland
$4.2M