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AeroVironment

271 hedge funds and large institutions have $2.32B invested in AeroVironment in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

26% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $24.3M

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $2.09B → $2.32B (+$234M)

2% more funds holding

Funds holding: 266271 (+5)

3.61% less ownership

Funds ownership: 90.12%86.51% (-3.6%)

Holders
271
Holders Change
+5
Holders Change %
+1.88%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
43
Increased
95
Reduced
74
Closed
37
Calls
$30.7M
Puts
$24.3M
Net Calls
+$6.44M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
PSC
151
Portman Square Capital
United Kingdom
$441K -$81.2K -807 -16%
AQR Capital Management
152
AQR Capital Management
Connecticut
$440K +$6.54K +65 +2%
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$435K +$428K +4,255 New
I
154
InceptionR
California
$426K +$419K +4,165 New
ProShare Advisors
155
ProShare Advisors
Maryland
$401K +$33.5K +333 +9%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$398K
FHA
157
Flagship Harbor Advisors
Massachusetts
$397K
Two Sigma Investments
158
Two Sigma Investments
New York
$382K +$156K +1,549 +71%
AAS
159
Avantax Advisory Services
Texas
$379K +$106K +1,048 +39%
DA
160
Duality Advisers
Florida
$370K +$364K +3,616 New
PFO
161
Pathstone Family Office
New Jersey
$367K +$358K +3,554 New
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$366K +$36.9K +367 +11%
Los Angeles Capital Management
163
Los Angeles Capital Management
California
$361K +$356K +3,532 New
HighTower Advisors
164
HighTower Advisors
Illinois
$358K +$355K +3,528 New
CCIA
165
Campbell & Co Investment Adviser
Maryland
$350K +$345K +3,426 New
HHGA
166
Halbert Hargrove Global Advisors
California
$343K -$4.13K -41 -1%
WPC
167
White Pine Capital
Minnesota
$325K
KIA
168
KLR Investment Advisors
Rhode Island
$317K -$1.61K -16 -0.5%
M&T Bank
169
M&T Bank
New York
$313K +$59.8K +594 +24%
MWM
170
Moran Wealth Management
Florida
$309K +$305K +3,026 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$299K -$29.1K -289 -9%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$296K +$12.8K +127 +5%
AIP
173
ARS Investment Partners
New York
$291K +$287K +2,846 New
PAMS
174
Pictet Asset Management (Switzerland)
Switzerland
$289K +$24.2K +240 +9%
BA
175
Bridge Advisory
California
$281K