AeroVironment
AVAV
147 hedge funds and large institutions have $548M invested in AeroVironment in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 20 closing their positions.
80% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 20
25% more capital invested
Capital invested by funds: $439M → $548M (+$108M)
11% more funds holding
Funds holding: 133 → 147 (+14)
7% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 45
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less call options, than puts
Call options by funds: $9.42M | Put options by funds: $9.51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.1M |
| 2 |
CCM
Cupps Capital Management
Chicago,
Illinois
|
+$8.82M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$7.52M |
| 4 |
Two Sigma Investments
New York
|
+$5.74M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$4.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$21.7M |
| 2 |
EC
Engaged Capital
Newport Beach,
California
|
-$17.3M |
| 3 |
Neuberger Berman Group
New York
|
-$13.8M |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$13.6M |
| 5 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
-$8.09M |
AVAV Hedge Fund Activity: Q1 2014 in Review
147 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in AeroVironment (AVAV) for Q1 2014, worth a combined $548M — up 25% from $439M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AVAV positions and 20 closed out — a net gain of 16 holders — while 48 added to existing stakes and 45 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $27.1M. The largest seller was Opus Capital Group, exiting entirely with an estimated $21.7M sold.
- 147 institutional investors held AeroVironment (AVAV) as of Q1 2014, up from 133 in Q4 2013.
- Funds reported $548M of AeroVironment stock for Q1 2014, up 25% quarter-over-quarter.
- 36 funds opened new AeroVironment positions in Q1 2014 and 20 closed out, a net change of +16 holders.
- The largest AeroVironment buyer in Q1 2014 was Fidelity Investments, an estimated $27.1M added.
- The largest AeroVironment seller in Q1 2014 was Opus Capital Group, an estimated $21.7M sold.
Based on aggregated 13F filings for Q1 2014.