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AeroVironment

203 hedge funds and large institutions have $1.31B invested in AeroVironment in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 56 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)

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

17% more capital invested

Capital invested by funds: $1.11B → $1.31B (+$193M)

4% more funds holding

Funds holding: 195203 (+8)

1.12% more ownership

Funds ownership: 86.75%87.87% (+1.1%)

49% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $20.1M

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
68
Reduced
56
Closed
21
Calls
$10.2M
Puts
$20.1M
Net Calls
-$9.88M
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$10.5M +$22K +367 +0.2%
SCM
27
SG Capital Management
Illinois
$10.3M +$10M +167,128 New
Morgan Stanley
28
Morgan Stanley
New York
$9M +$1.48M +24,709 +20%
PCM
29
Penn Capital Management
Pennsylvania
$8.55M -$299K -4,991 -3%
Charles Schwab
30
Charles Schwab
California
$8.17M +$246K +4,111 +3%
Goldman Sachs
31
Goldman Sachs
New York
$7.07M +$3.73M +62,316 +119%
Citadel Advisors
32
Citadel Advisors
Florida
$6.84M +$4.51M +75,319 +212%
CIC
33
Canal Insurance Company
South Carolina
$6.17M
N
34
Nuveen
North Carolina
$5.49M +$82.5K +1,377 +2%
Renaissance Technologies
35
Renaissance Technologies
New York
$5.36M -$11.5M -192,100 -69%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$5.1M +$383K +6,396 +8%
Citigroup
37
Citigroup
New York
$4.98M -$486K -8,108 -9%
Invesco
38
Invesco
Georgia
$4.89M -$1.5M -25,019 -24%
LG
39
LaFleur & Godfrey
Michigan
$4.47M +$73.7K +1,230 +2%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$4.38M +$1.61M +26,914 +61%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$4.17M +$220K +3,670 +6%
UBS Group
42
UBS Group
Switzerland
$4.08M +$407K +6,788 +11%
JP Morgan Chase
43
JP Morgan Chase
New York
$3.56M -$1.09M -18,226 -24%
PPA
44
Parametric Portfolio Associates
Washington
$3.23M +$252K +4,210 +9%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$3.2M
KCM
46
Kennedy Capital Management
Missouri
$3.09M +$374K +6,243 +14%
RA
47
Royce & Associates
New York
$3.02M
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.98M -$366K -6,100 -11%
Bank of America
49
Bank of America
North Carolina
$2.92M +$1.05M +17,590 +59%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.55M +$53.9K +900 +2%