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AeroVironment

202 hedge funds and large institutions have $1.24B invested in AeroVironment in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 56

16% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $9.36M

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% less funds holding

Funds holding: 203202 (-1)

3.44% less ownership

Funds ownership: 87.87%84.43% (-3.4%)

5% less capital invested

Capital invested by funds: $1.31B → $1.24B (-$65.5M)

Holders
202
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
75
Reduced
56
Closed
29
Calls
$10.9M
Puts
$9.36M
Net Calls
+$1.54M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Eagle Asset Management
Florida
$10.7M -$292K -4,677 -3%
RI
27
Redwood Investments
Massachusetts
$10.5M +$10.8M +172,046 New
Principal Financial Group
28
Principal Financial Group
Iowa
$9.99M -$423K -6,771 -4%
PCM
29
Penn Capital Management
Pennsylvania
$8.98M +$540K +8,634 +6%
Federated Hermes
30
Federated Hermes
Pennsylvania
$8.3M -$2.58M -41,307 -23%
Charles Schwab
31
Charles Schwab
California
$8.19M +$129K +2,066 +2%
Citadel Advisors
32
Citadel Advisors
Florida
$7.31M +$572K +9,151 +8%
Goldman Sachs
33
Goldman Sachs
New York
$7.28M +$307K +4,916 +4%
Morgan Stanley
34
Morgan Stanley
New York
$6.56M -$2.38M -38,100 -26%
N
35
Nuveen
North Carolina
$5.78M +$370K +5,922 +7%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$5.65M +$627K +10,034 +12%
UBS Group
37
UBS Group
Switzerland
$5.38M +$1.38M +22,056 +33%
JP Morgan Chase
38
JP Morgan Chase
New York
$5.32M +$1.85M +29,553 +51%
Invesco
39
Invesco
Georgia
$5.06M +$243K +3,883 +5%
Bank of America
40
Bank of America
North Carolina
$4.59M +$1.75M +27,992 +59%
Aviva
41
Aviva
United Kingdom
$4.15M +$4.26M +68,051 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$4.12M -$2.88K -46 -0.1%
Citigroup
43
Citigroup
New York
$4.1M -$833K -13,323 -17%
KCM
44
Kennedy Capital Management
Missouri
$3.63M +$600K +9,599 +19%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$3.43M +$281K +4,500 +9%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.95M
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$2.89M -$1.47M -23,532 -33%
PPA
48
Parametric Portfolio Associates
Washington
$2.88M -$315K -5,045 -10%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.55M +$37.5K +600 +1%
First Trust Advisors
50
First Trust Advisors
Illinois
$2.41M +$1M +16,001 +68%