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AeroVironment

411 hedge funds and large institutions have $4.16B invested in AeroVironment in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 154 increasing their positions, 119 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 119

4.05% more ownership

Funds ownership: 91.84%95.89% (+4%)

1% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 75

2% less funds holding

Funds holding: 420411 (-9)

10% less call options, than puts

Call options by funds: $76.3M | Put options by funds: $85.1M

19% less capital invested

Capital invested by funds: $5.13B → $4.16B (-$971M)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
74
Increased
154
Reduced
119
Closed
75
Calls
$76.3M
Puts
$85.1M
Net Calls
-$8.78M
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$582K +$30.5K +156 +4%
LB
202
Legacy Bridge
Iowa
$578K +$716K +3,657 +3,694%
FHA
203
Flagship Harbor Advisors
Massachusetts
$566K -$587 -3 -0.1%
DWA
204
Douglass Winthrop Advisors
New York
$566K
Cerity Partners
205
Cerity Partners
New York
$546K +$216K +1,104 +50%
BEI
206
Benjamin Edwards Inc
Missouri
$536K +$40.1K +205 +6%
IEFM
207
IQ EQ Fund Management
Ireland
$536K +$468K +2,391 +219%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$507K
Creative Planning
209
Creative Planning
Kansas
$498K -$155K -792 -20%
CPM
210
Connective Portfolio Management
New York
$492K +$626K +3,200 New
Simplex Trading
211
Simplex Trading
Illinois
$490K +$624K +3,189 New
KPWS
212
Kestra Private Wealth Services
Texas
$480K -$149K -760 -20%
TIAA Trust, National Association
213
TIAA Trust, National Association
North Carolina
$464K -$19.6K -100 -3%
WPC
214
White Pine Capital
Minnesota
$460K
AIP
215
Ameritas Investment Partners
Nebraska
$452K +$55.2K +282 +11%
AIP
216
ARS Investment Partners
New York
$433K
LFAS
217
Level Four Advisory Services
Texas
$427K -$279K -1,428 -34%
AWM
218
Axxcess Wealth Management
California
$423K
HFAS
219
Hummer Financial Advisory Services
Illinois
$416K
CWM
220
CIBC World Markets
New York
$404K +$514K +2,624 New
MCP
221
Militia Capital Partners
Nevada
$403K +$513K +2,620 New
KeyBank National Association
222
KeyBank National Association
Ohio
$399K +$235K +1,201 +86%
MP
223
Munro Partners
Australia
$390K +$496K +2,535 New
GWM
224
Gibbs Wealth Management
Georgia
$388K +$67.1K +343 +16%
SRL
225
Scientech Research LLC
New Jersey
$387K -$799K -4,082 -62%