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AeroVironment
AVAV

220 hedge funds and large institutions have $1.13B invested in AeroVironment in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

1.84% less ownership

Funds ownership: 79.47% → 77.62% (-1.8%)

2% less funds holding

Funds holding: 225 → 220 (-5)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

26% less capital invested

Capital invested by funds: $1.52B → $1.13B (-$397M)

33% less call options, than puts

Call options by funds: $8.73M | Put options by funds: $13.1M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
220
Holders Change
-5
Holders Change %
-2.22%
% of All Funds
4.44%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
70
Reduced
65
Closed
39
Calls
$8.73M
Puts
$13.1M
Net Calls
-$4.38M
Net Calls Change
-$9.11M

Top Buyers

1
Invesco
Invesco
Georgia
+$10.9M
2
HCL
Heard Capital LLC
Illinois
+$8.37M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.47M
4
N
Nuveen
North Carolina
+$5.17M
5
RI
Redwood Investments
Massachusetts
+$5M

Top Sellers

1
State Street
State Street
Massachusetts
-$10.9M
2
Millennium Management
Millennium Management
New York
-$9.26M
3
BlackRock
BlackRock
New York
-$8.12M
4
Ameriprise
Ameriprise
Minnesota
-$6.92M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$6.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
176
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K – – –
UFF
177
USA Financial Formulas
Michigan
$30K +$36.7K +494 New
NSIM
178
North Star Investment Management
Illinois
$29K -$5.57K -75 -14%
LWA
179
Lenox Wealth Advisors
New York
$26K – – –
FFA
180
Founders Financial Alliance
North Carolina
$26K +$32.3K +435 New
MIFH
181
Migdal Insurance & Financial Holdings
Israel
$25K -$37.9K -511 -55%
SWA
182
Sutton Wealth Advisors
Florida
$20.4K – – –
SPIA
183
Steward Partners Investment Advisory
New York
$19K – – –
LJHT
184
Laurie J. Hall Trustee
$18K +$21.9K +295 New
ASN
185
Advisory Services Network
Georgia
$15K +$18.6K +250 New
VCM
186
Versant Capital Management
Arizona
$14K – – –
JCM
187
Jacobi Capital Management
Pennsylvania
$12K – – –
LC
188
Lindbrook Capital
California
$12K – – –
TCOV
189
Trust Company of Vermont
Vermont
$12K – – –
VAIA
190
Virtus Alternative Investment Advisers
Connecticut
$11K -$2.82K -38 -18%
FHA
191
First Horizon Advisors
Tennessee
$8K +$2.97K +40 +47%
WCG
192
Weaver Consulting Group
California
$7K – – –
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6K +$7.42K +100 New
AF
194
Advisornet Financial
Minnesota
$6K – – –
APWA
195
Atlas Private Wealth Advisors
New Jersey
$6K – – –
TCM
196
Tradewinds Capital Management
Washington
$6K – – –
CCM
197
Covington Capital Management
California
$6K +$7.42K +100 New
RG
198
Retirement Group
California
$6K +$7.42K +100 New
QCG
199
Quadrant Capital Group
Ohio
$5K – – –
AF
200
Allworth Financial
California
$4K – – –
6 7
8
9 10

AVAV Hedge Fund Activity: Q3 2020 in Review

220 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AeroVironment (AVAV) for Q3 2020, worth a combined $1.13B — down 26% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AVAV and 35 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 70 added.

The largest buyer was Invesco, adding an estimated $10.9M. The largest seller was State Street, cutting an estimated $10.9M.

  • 220 institutional investors held AeroVironment (AVAV) as of Q3 2020, down from 225 in Q2 2020.
  • Funds reported $1.13B of AeroVironment stock for Q3 2020, down 26% quarter-over-quarter.
  • 35 funds opened new AeroVironment positions in Q3 2020 and 39 closed out, a net change of -4 holders.
  • The largest AeroVironment buyer in Q3 2020 was Invesco, an estimated $10.9M added.
  • The largest AeroVironment seller in Q3 2020 was State Street, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2020.