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AeroVironment

266 hedge funds and large institutions have $2.09B invested in AeroVironment in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

21% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $9.58M

11% more capital invested

Capital invested by funds: $1.88B → $2.09B (+$210M)

6% more funds holding

Funds holding: 251266 (+15)

0.31% more ownership

Funds ownership: 89.81%90.12% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
79
Reduced
84
Closed
21
Calls
$11.6M
Puts
$9.58M
Net Calls
+$2.01M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$17.3M +$230K +2,598 +1%
EAM
27
Eagle Asset Management
Florida
$16.4M -$1.32M -14,941 -8%
Fisher Asset Management
28
Fisher Asset Management
Washington
$14.5M -$695K -7,846 -5%
RI
29
Redwood Investments
Massachusetts
$14.5M +$53.1K +600 +0.4%
EMFAT
30
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.4M +$3.33M +37,559 +31%
Principal Financial Group
31
Principal Financial Group
Iowa
$13.9M -$203K -2,295 -1%
Deutsche Bank
32
Deutsche Bank
Germany
$13.1M +$10M +113,144 +377%
Millennium Management
33
Millennium Management
New York
$8.78M +$8.48M +95,796 New
JP Morgan Chase
34
JP Morgan Chase
New York
$8.12M +$4.46M +50,419 +132%
Goldman Sachs
35
Goldman Sachs
New York
$7.76M +$876K +9,897 +13%
UBS Group
36
UBS Group
Switzerland
$7.58M +$418K +4,725 +6%
Legal & General Group
37
Legal & General Group
United Kingdom
$7.1M +$73.6K +831 +1%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$6.57M +$1.4M +15,839 +28%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$6.47M -$256K -2,889 -4%
Bank of America
40
Bank of America
North Carolina
$6.35M +$1.92M +21,677 +46%
N
41
Nuveen
North Carolina
$6.31M -$1.29M -14,623 -18%
First Trust Advisors
42
First Trust Advisors
Illinois
$6.2M +$496K +5,599 +9%
IECM
43
Intrinsic Edge Capital Management
Illinois
$6.04M +$5.84M +65,922 New
GIP
44
Granite Investment Partners
California
$6.03M +$67.5K +762 +1%
CIC
45
Canal Insurance Company
South Carolina
$5.5M
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$5.35M +$354K +3,993 +7%
SCM
47
SG Capital Management
Illinois
$4.86M +$1.89M +21,370 +68%
Swiss National Bank
48
Swiss National Bank
Switzerland
$4.69M -$540K -6,100 -11%
Renaissance Technologies
49
Renaissance Technologies
New York
$4.13M -$983K -11,100 -20%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.06M -$108K -1,217 -3%

AVAV Hedge Fund Activity: Q1 2023 in Review

266 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AeroVironment (AVAV) for Q1 2023, worth a combined $2.09B — up 11% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AVAV positions and 21 closed out — a net gain of 17 holders — while 79 added to existing stakes and 84 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $10M. The largest seller was Lord, Abbett & Co, cutting an estimated $22.9M.

  • 266 institutional investors held AeroVironment (AVAV) as of Q1 2023, up from 251 in Q4 2022.
  • Funds reported $2.09B of AeroVironment stock for Q1 2023, up 11% quarter-over-quarter.
  • 38 funds opened new AeroVironment positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest AeroVironment buyer in Q1 2023 was Deutsche Bank, an estimated $10M added.
  • The largest AeroVironment seller in Q1 2023 was Lord, Abbett & Co, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2023.