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AeroVironment

202 hedge funds and large institutions have $1.24B invested in AeroVironment in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 56

16% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $9.36M

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% less funds holding

Funds holding: 203202 (-1)

3.44% less ownership

Funds ownership: 87.87%84.43% (-3.4%)

5% less capital invested

Capital invested by funds: $1.31B → $1.24B (-$65.5M)

Holders
202
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
75
Reduced
56
Closed
29
Calls
$10.9M
Puts
$9.36M
Net Calls
+$1.54M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
151
Oppenheimer Asset Management
New York
$55K -$8.25K -132 -13%
GWM
152
Geneos Wealth Management
Colorado
$48K
LIA
153
LS Investment Advisors
Michigan
$41K
VFA
154
Valeo Financial Advisors
Indiana
$35K +$12.5K +200 +50%
NSIM
155
North Star Investment Management
Illinois
$34K
FWM
156
FSA Wealth Management
Massachusetts
$30K
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K
BFEC
158
Benjamin F. Edwards & Company
Missouri
$28K +$1.13K +18 +4%
PCM
159
Prelude Capital Management
New York
$27K +$12.7K +203 +83%
LWA
160
Lenox Wealth Advisors
New York
$26K
TC
161
Truvestments Capital
Florida
$24K +$25K +399 New
SWA
162
Sutton Wealth Advisors
Florida
$20.7K +$3.56K +57 +20%
SPIA
163
Steward Partners Investment Advisory
New York
$19K
AIC
164
Archer Investment Corporation
Indiana
$18K +$6.25K +100 +50%
CMBA
165
C.M. Bidwell & Associates
Hawaii
$16K +$16.5K +264 New
ASN
166
Advisory Services Network
Georgia
$15K
HIA
167
Harbor Investment Advisory
Maryland
$12K -$63 -1 -0.5%
JCM
168
Jacobi Capital Management
Pennsylvania
$12K
TCOV
169
Trust Company of Vermont
Vermont
$12K
VCP
170
Verus Capital Partners
Arizona
$12K
LC
171
Lindbrook Capital
California
$12K +$12.5K +200 New
PHK
172
Point72 Hong Kong
Hong Kong
$11K -$30.3K -485 -73%
APA
173
American Portfolios Advisors
New York
$7.19K +$4.13K +66 +127%
EWM
174
EPG Wealth Management
Georgia
$7K +$1K +16 +16%
BEI
175
Benjamin Edwards Inc
Missouri
$7K +$7K +112 New