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AeroVironment

135 hedge funds and large institutions have $533M invested in AeroVironment in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

64% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $2.26M

8% more capital invested

Capital invested by funds: $493M → $533M (+$40.5M)

2.57% more ownership

Funds ownership: 78.51%81.08% (+2.6%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

6% less funds holding

Funds holding: 143135 (-8)

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
54
Reduced
30
Closed
21
Calls
$3.71M
Puts
$2.26M
Net Calls
+$1.45M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$121K
EWM
102
Evercore Wealth Management
New York
$112K
SEI Investments
103
SEI Investments
Pennsylvania
$95K +$90.5K +3,389 New
SOADOR
104
State of Alaska Department of Revenue
Alaska
$63K +$1.33K +50 +2%
CFD
105
Creative Financial Designs
Indiana
$60K +$57.3K +2,147 New
GT
106
Glenmede Trust
Pennsylvania
$54K +$8.6K +322 +20%
AIP
107
Ameritas Investment Partners
Nebraska
$48K +$45.6K +1,707 New
GWM
108
Geneos Wealth Management
Colorado
$46K
WAM
109
Wolverine Asset Management
Illinois
$31K +$29.6K +1,108 New
AG
110
Advisor Group
Arizona
$29K +$374 +14 +1%
WT
111
Whittier Trust
California
$28K
LIA
112
LS Investment Advisors
Michigan
$21K
NSIM
113
North Star Investment Management
Illinois
$15K
LWCFA
114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
IPC
115
Independent Portfolio Consultants
Florida
$12K -$267 -10 -2%
EA
116
Edge Advisors
Georgia
$12K
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$11K
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$11K
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$10K +$9.35K +350 New
IA
120
IFP Advisors
Florida
$9K +$1.68K +63 +25%
JCM
121
Jacobi Capital Management
Pennsylvania
$8K
MAM
122
Meeder Asset Management
Ohio
$8K +$7.45K +279 New
SWA
123
Sutton Wealth Advisors
Florida
$7.43K
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
$7K -$9.35K -350 -58%
AIM
125
Advantage Investment Management
Iowa
$6K