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AeroVironment

133 hedge funds and large institutions have $439M invested in AeroVironment in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $354M → $439M (+$85.8M)

7% more funds holding

Funds holding: 124133 (+9)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

47% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $2.04M

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
21
Increased
46
Reduced
43
Closed
12
Calls
$1.08M
Puts
$2.04M
Net Calls
-$957K
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$34.2M +$1.4M +51,922 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$34M +$1.72M +63,872 +6%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$29.7M +$472K +17,549 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.5M +$1.18M +43,846 +5%
OCG
5
Opus Capital Group
Ohio
$21.7M -$3.11M -115,822 -13%
BCIM
6
Black Creek Investment Management
Ontario, Canada
$19.6M
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$19.6M
Neuberger Berman Group
8
Neuberger Berman Group
New York
$17.3M -$570K -21,201 -3%
EC
9
Engaged Capital
California
$16.9M +$15.6M +580,767 New
BIT
10
BlackRock Institutional Trust
California
$16.4M +$170K +6,315 +1%
Goldman Sachs
11
Goldman Sachs
New York
$15.3M +$751K +27,923 +6%
OWP
12
Obermeyer Wealth Partners
Colorado
$14.5M -$148K -5,500 -1%
CCA
13
Conestoga Capital Advisors
Pennsylvania
$12.3M +$705K +26,215 +7%
State Street
14
State Street
Massachusetts
$10M +$218K +8,091 +2%
Northern Trust
15
Northern Trust
Illinois
$7.95M -$15.3K -568 -0.2%
HP
16
Harvey Partners
New York
$6.78M +$1.14M +42,500 +22%
CCMLC
17
Cardinal Capital Management LLC (Connecticut)
Connecticut
$6.74M +$6.22M +231,449 New
RA
18
Royce & Associates
New York
$6.34M -$355K -13,200 -6%
ACM
19
American Capital Management
New York
$6.23M +$869K +32,300 +18%
GGHC
20
Gilder Gagnon Howe & Co
New York
$6.2M +$5.72M +212,814 New
American Century Companies
21
American Century Companies
Missouri
$5.9M -$7.74M -287,826 -59%
Norges Bank
22
Norges Bank
Norway
$5.41M
OAM
23
Oxford Asset Management
United Kingdom
$4.67M +$2.28M +84,934 +113%
Ameriprise
24
Ameriprise
Minnesota
$3.59M -$450K -16,730 -12%
AWMDMG
25
Austin W. Marxe & David M. Greenhouse
New York
$3.54M -$2.11M -78,537 -39%