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AeroVironment

237 hedge funds and large institutions have $1.97B invested in AeroVironment in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 70

1.54% more ownership

Funds ownership: 78.3%79.84% (+1.5%)

3% less funds holding

Funds holding: 245237 (-8)

12% less capital invested

Capital invested by funds: $2.24B → $1.97B (-$268M)

19% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 42

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

49% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $23M

Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
81
Reduced
70
Closed
42
Calls
$11.7M
Puts
$23M
Net Calls
-$11.3M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HCL
26
Heard Capital LLC
Illinois
$16.3M +$5.36M +48,675 +43%
Principal Financial Group
27
Principal Financial Group
Iowa
$15.9M +$3.52K +32 +0%
Charles Schwab
28
Charles Schwab
California
$15.6M +$478K +4,340 +3%
Invesco
29
Invesco
Georgia
$12.4M -$13M -118,301 -49%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$12.2M
Ameriprise
31
Ameriprise
Minnesota
$10.6M +$21.2K +193 +0.2%
Bank of America
32
Bank of America
North Carolina
$10.1M +$867K +7,877 +8%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$9.39M +$4.04M +36,688 +64%
MWNA
34
Marshall Wace North America
New York
$8.65M
First Trust Advisors
35
First Trust Advisors
Illinois
$8.52M +$808K +7,338 +9%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$6.83M +$3.66M +33,212 +95%
PPA
37
Parametric Portfolio Associates
Washington
$6.32M -$427K -3,877 -6%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$6.03M -$66.7K -606 -1%
UBS Group
39
UBS Group
Switzerland
$5.89M -$786K -7,136 -11%
Goldman Sachs
40
Goldman Sachs
New York
$5.22M -$2.26M -20,544 -28%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$5.14M -$275K -2,500 -5%
Rafferty Asset Management
42
Rafferty Asset Management
New York
$5.09M -$1.28M -11,657 -19%
Swiss National Bank
43
Swiss National Bank
Switzerland
$5.06M -$198K -1,800 -3%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.68M -$131K -1,193 -2%
Deutsche Bank
45
Deutsche Bank
Germany
$4.59M -$541K -4,916 -10%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$4.42M +$3M +27,249 +161%
Wells Fargo
47
Wells Fargo
California
$4.12M -$1.88M -17,059 -29%
JP Morgan Chase
48
JP Morgan Chase
New York
$4.07M -$212K -1,923 -5%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$3.9M +$625K +5,676 +17%
GI
50
Gradient Investments
Minnesota
$3.89M +$455K +4,132 +12%