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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
JEST
201
JTC Employer Solutions Trustee
Jersey
$18K +$19.8K +180 New
SGAM
202
Smith Group Asset Management
Texas
$18K +$19.8K +180 New
ST
203
Sageworth Trust
Pennsylvania
$12K +$13.2K +120 New
MC
204
Maverick Capital
Texas
$11K +$11.7K +106 New
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10K
AF
206
Advisornet Financial
Minnesota
$10K
CCM
207
Covington Capital Management
California
$10K
JCM
208
Jacobi Capital Management
Pennsylvania
$10K
RG
209
Retirement Group
California
$10K
S
210
SignatureFD
Georgia
$10K
BC
211
Burleson & Co
California
$10K +$11K +100 New
SI
212
Stephens Inc
Arkansas
$10K +$11K +100 New
IA
213
IFP Advisors
Florida
$9K +$9.91K +90 New
QCG
214
Quadrant Capital Group
Ohio
$8K
AF
215
Allworth Financial
California
$7K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$7K +$550 +5 +8%
BBL
217
Beck Bode LLC
Massachusetts
$7K +$7.16K +65 New
FHA
218
First Horizon Advisors
Tennessee
$6K
PA
219
Parallel Advisors
California
$6K
NFG
220
Next Financial Group
Texas
$4K
SIC
221
Salem Investment Counselors
North Carolina
$4K
BWM
222
Baystate Wealth Management
Massachusetts
$3K
HIA
223
Harbor Investment Advisory
Maryland
$3K
LWM
224
Liberty Wealth Management
California
$3K +$2.75K +25 New
TWA
225
TCI Wealth Advisors
Arizona
$2K -$1.87K -17 -44%