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AeroVironment

301 hedge funds and large institutions have $2.6B invested in AeroVironment in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

28% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $33M

17% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 88

12% more capital invested

Capital invested by funds: $2.32B → $2.6B (+$279M)

11% more funds holding

Funds holding: 271301 (+30)

2.12% more ownership

Funds ownership: 86.51%88.64% (+2.1%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
51
Increased
103
Reduced
88
Closed
19
Calls
$42.1M
Puts
$33M
Net Calls
+$9.17M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
151
Brown Advisory
Maryland
$704K -$3.02K -30 -0.5%
EGM
152
Engineers Gate Manager
New York
$702K -$208K -2,068 -25%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$697K -$450K -4,471 -42%
XT
154
XTX Topco
Cayman Islands
$661K +$596K +5,924 New
AQR Capital Management
155
AQR Capital Management
Connecticut
$634K +$139K +1,384 +32%
QT
156
Quantbot Technologies
New York
$593K -$246K -2,448 -32%
GS
157
GTS Securities
New York
$554K +$500K +4,969 New
Corient Private Wealth
158
Corient Private Wealth
Florida
$536K +$34.4K +342 +8%
CGH
159
Crossmark Global Holdings
Texas
$533K +$493K +4,896 New
Victory Capital Management
160
Victory Capital Management
Texas
$521K +$35.2K +350 +8%
Stifel Financial
161
Stifel Financial
Missouri
$517K -$238K -2,367 -34%
FC
162
FORA Capital
Florida
$514K +$464K +4,606 New
HighTower Advisors
163
HighTower Advisors
Illinois
$513K +$106K +1,055 +30%
MOACM
164
Mutual of America Capital Management
New York
$512K -$34.2K -340 -7%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$485K -$104K -1,033 -19%
Millennium Management
166
Millennium Management
New York
$479K -$32.2M -320,182 -99%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$472K +$66.3K +658 +18%
OC
168
Oppenheimer & Co
New York
$463K +$418K +4,153 New
AC
169
Aristides Capital
Kentucky
$446K +$403K +4,000 New
ProShare Advisors
170
ProShare Advisors
Maryland
$442K +$4.43K +44 +1%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$441K -$63.3K -629 -14%
FHA
172
Flagship Harbor Advisors
Massachusetts
$436K +$2.42K +24 +0.6%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$435K
AAS
174
Avantax Advisory Services
Texas
$415K +$1.01K +10 +0.3%
DA
175
Duality Advisers
Florida
$407K +$3.63K +36 +1%