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AeroVironment

203 hedge funds and large institutions have $1.31B invested in AeroVironment in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 56 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)

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

17% more capital invested

Capital invested by funds: $1.11B → $1.31B (+$193M)

4% more funds holding

Funds holding: 195203 (+8)

1.12% more ownership

Funds ownership: 86.75%87.87% (+1.1%)

49% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $20.1M

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
68
Reduced
56
Closed
21
Calls
$10.2M
Puts
$20.1M
Net Calls
-$9.88M
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
151
Financial Gravity Asset Management
Texas
$62K -$60 -1 -8%
LWANC
152
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$62K
WT
154
Whittier Trust
California
$62K
FHA
155
Flagship Harbor Advisors
Massachusetts
$61K
TWP
156
TFO Wealth Partners
Ohio
$61K +$59.9K +1,000 New
GWM
157
Geneos Wealth Management
Colorado
$53K
MOACM
158
Mutual of America Capital Management
New York
$48K -$1.92K -32 -4%
LIA
159
LS Investment Advisors
Michigan
$41K -$90.5K -1,511 -69%
PHK
160
Point72 Hong Kong
Hong Kong
$41K +$39.8K +664 New
NSIM
161
North Star Investment Management
Illinois
$34K
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K
FWM
163
FSA Wealth Management
Massachusetts
$31K +$30K +500 New
BFEC
164
Benjamin F. Edwards & Company
Missouri
$27K +$1.2K +20 +5%
LWA
165
Lenox Wealth Advisors
New York
$27K +$25.8K +430 New
Fidelity Investments
166
Fidelity Investments
Massachusetts
$26K
VFA
167
Valeo Financial Advisors
Indiana
$25K +$24K +400 New
SPIA
168
Steward Partners Investment Advisory
New York
$19K
SWA
169
Sutton Wealth Advisors
Florida
$17.5K +$1.08K +18 +7%
PCM
170
Prelude Capital Management
New York
$15K -$646K -10,788 -98%
ASN
171
Advisory Services Network
Georgia
$15K -$9.59K -160 -39%
AIC
172
Archer Investment Corporation
Indiana
$12K
JCM
173
Jacobi Capital Management
Pennsylvania
$12K
TCOV
174
Trust Company of Vermont
Vermont
$12K
VCP
175
Verus Capital Partners
Arizona
$12K +$12K +200 New