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AeroVironment

148 hedge funds and large institutions have $706M invested in AeroVironment in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $5.25M | Put options by funds: $1.6M

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

107% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $533M → $706M (+$172M)

10% more funds holding

Funds holding: 135148 (+13)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.18% less ownership

Funds ownership: 81.08%77.89% (-3.2%)

Holders
148
Holders Change
+13
Holders Change %
+9.63%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
60
Reduced
29
Closed
11
Calls
$5.25M
Puts
$1.6M
Net Calls
+$3.65M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
126
North Star Investment Management
Illinois
$21K
LWCFA
127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
EA
128
Edge Advisors
Georgia
$17K
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$16K
IPC
130
Independent Portfolio Consultants
Florida
$16K
CG
131
Cutler Group
California
$15K +$7.57K +250 +162%
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$13K
BFEC
133
Benjamin F. Edwards & Company
Missouri
$13K +$10.6K +350 New
IA
134
IFP Advisors
Florida
$12K
JCM
135
Jacobi Capital Management
Pennsylvania
$12K
SWA
136
Sutton Wealth Advisors
Florida
$10.1K
BTIS
137
BB&T Investment Services
North Carolina
$9K +$7.26K +240 New
APSP
138
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K
VCM
139
Versant Capital Management
Arizona
$8K +$363 +12 +6%
Creative Planning
140
Creative Planning
Kansas
$8K +$847 +28 +16%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$7K +$2.72K +90 +90%
ASN
142
Advisory Services Network
Georgia
$6K +$4.84K +160 New
BWM
143
Baystate Wealth Management
Massachusetts
$4K
BWA
144
BDO Wealth Advisors
Florida
$4K +$3.03K +100 New
VWA
145
V Wealth Advisors
Kansas
$4K +$3.03K +100 New
DADC
146
D.A. Davidson & Co
Montana
$2K +$1.82K +60 New
PFBT
147
Parkside Financial Bank & Trust
Missouri
$1K
Walleye Trading
148
Walleye Trading
New York
$419 +$332K +10,977 New
HM
149
HCSF Management
California
-$14.3M -510,000 Closed
Fidelity Investments
150
Fidelity Investments
Massachusetts
-$3.81M -136,100 Closed

AVAV Hedge Fund Activity: Q2 2017 in Review

148 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AeroVironment (AVAV) for Q2 2017, worth a combined $706M — up 32% from $533M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AVAV positions and 11 closed out — a net gain of 15 holders — while 60 added to existing stakes and 29 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $31.5M. The largest seller was Goldman Sachs, cutting an estimated $15.8M.

  • 148 institutional investors held AeroVironment (AVAV) as of Q2 2017, up from 135 in Q1 2017.
  • Funds reported $706M of AeroVironment stock for Q2 2017, up 32% quarter-over-quarter.
  • 26 funds opened new AeroVironment positions in Q2 2017 and 11 closed out, a net change of +15 holders.
  • The largest AeroVironment buyer in Q2 2017 was Janus Henderson Group, an estimated $31.5M added.
  • The largest AeroVironment seller in Q2 2017 was Goldman Sachs, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2017.