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AeroVironment

237 hedge funds and large institutions have $1.97B invested in AeroVironment in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 70

1.54% more ownership

Funds ownership: 78.3%79.84% (+1.5%)

3% less funds holding

Funds holding: 245237 (-8)

12% less capital invested

Capital invested by funds: $2.24B → $1.97B (-$268M)

19% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 42

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

49% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $23M

Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
81
Reduced
70
Closed
42
Calls
$11.7M
Puts
$23M
Net Calls
-$11.3M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
151
White Pine Capital
Minnesota
$326K
MOACM
152
Mutual of America Capital Management
New York
$320K +$21.2K +193 +6%
FQ
153
First Quadrant
California
$310K -$28.1K -255 -8%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$300K +$49.3K +448 +18%
HighTower Advisors
155
HighTower Advisors
Illinois
$300K +$328K +2,984 New
WT
156
Washington Trust
Rhode Island
$275K
BCV
157
Banque Cantonale Vaudoise
Switzerland
$272K +$151K +1,374 +102%
HFAS
158
Hummer Financial Advisory Services
Illinois
$270K
II
159
Inspire Investing
Idaho
$258K -$744K -6,762 -72%
JMPWA
160
JP Morgan Private Wealth Advisors
California
$252K +$277K +2,513 New
Tudor Investment Corp
161
Tudor Investment Corp
Connecticut
$248K -$2.25M -20,481 -89%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$245K
PA
163
Profund Advisors
Maryland
$245K +$10.8K +98 +4%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$242K -$64.3K -584 -19%
WS
165
Wedbush Securities
California
$205K
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$203K +$2.42K +22 +1%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$202K +$12.8K +116 +6%
KFC
168
Klingenstein Fields & Co
New York
$200K
FI
169
Financial Insights
Washington
$200K +$22K +200 New
AIP
170
Ameritas Investment Partners
Nebraska
$176K
Russell Investments Group
171
Russell Investments Group
United Kingdom
$168K
DFCM
172
Dark Forest Capital Management
Puerto Rico
$168K +$185K +1,678 New
BFEC
173
Benjamin F. Edwards & Company
Missouri
$164K +$17.7K +161 +11%
CA
174
Clearstead Advisors
Ohio
$160K
TC
175
Truvestments Capital
Florida
$102K +$12.8K +116 +13%