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AeroVironment

193 hedge funds and large institutions have $1.01B invested in AeroVironment in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

11% more funds holding

Funds holding: 174193 (+19)

5% more capital invested

Capital invested by funds: $956M → $1.01B (+$51.1M)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

1% more ownership

Funds ownership: 74.11%75.11% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less call options, than puts

Call options by funds: $9.94M | Put options by funds: $10.9M

Holders
193
Holders Change
+19
Holders Change %
+10.92%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
65
Reduced
61
Closed
20
Calls
$9.94M
Puts
$10.9M
Net Calls
-$1M
Net Calls Change
-$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$2.08M -$1.71M -33,507 -47%
Barrow, Hanley, Mewhinney & Strauss
52
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.06M -$4.87M -95,613 -72%
Citadel Advisors
53
Citadel Advisors
Florida
$2.06M +$213K +4,185 +13%
MOACM
54
Mutual of America Capital Management
New York
$2.06M +$1.86M +36,600 New
Comerica Bank
55
Comerica Bank
Texas
$2.04M +$811K +15,934 +71%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.03M
WSC
57
Wellington Shields & Co
New York
$2.02M
ASRS
58
Arizona State Retirement System
Arizona
$2M +$1.26M +24,662 +224%
Prudential Financial
59
Prudential Financial
New Jersey
$1.99M -$11.6K -227 -0.6%
Citigroup
60
Citigroup
New York
$1.94M +$220K +4,317 +14%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.86M -$25.8K -506 -2%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$1.82M -$453K -8,903 -22%
Canada Life
63
Canada Life
Manitoba, Canada
$1.63M -$92K -1,807 -6%
Bank of Nova Scotia
64
Bank of Nova Scotia
Ontario, Canada
$1.62M
AIC
65
AWM Investment Company
New York
$1.59M -$6.43M -126,372 -82%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$1.54M +$1.4M +27,513 New
PPA
67
Parametric Portfolio Associates
Washington
$1.5M +$53.3K +1,048 +4%
JP Morgan Chase
68
JP Morgan Chase
New York
$1.46M +$905K +17,774 +216%
US Bancorp
69
US Bancorp
Minnesota
$1.43M +$322K +6,325 +33%
PI
70
PineBridge Investments
New York
$1.41M -$300K -5,891 -19%
GC
71
Guggenheim Capital
Illinois
$1.39M +$1.26M +24,760 New
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.39M
EIM
73
Essex Investment Management
Massachusetts
$1.35M -$711K -13,963 -37%
GAM
74
Gotham Asset Management
New York
$1.26M -$148K -2,913 -11%
EGI
75
EAM Global Investors
California
$1.17M +$1.06M +20,884 New

AVAV Hedge Fund Activity: Q4 2017 in Review

193 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AeroVironment (AVAV) for Q4 2017, worth a combined $1.01B — up 5.3% from $956M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AVAV positions and 20 closed out — a net gain of 19 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $20.9M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $19.5M sold.

  • 193 institutional investors held AeroVironment (AVAV) as of Q4 2017, up from 174 in Q3 2017.
  • Funds reported $1.01B of AeroVironment stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 39 funds opened new AeroVironment positions in Q4 2017 and 20 closed out, a net change of +19 holders.
  • The largest AeroVironment buyer in Q4 2017 was Lord, Abbett & Co, an estimated $20.9M added.
  • The largest AeroVironment seller in Q4 2017 was Janus Henderson Group, an estimated $19.5M sold.

Based on aggregated 13F filings for Q4 2017.