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AeroVironment

143 hedge funds and large institutions have $493M invested in AeroVironment in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

78.51% more ownership

Funds ownership: 0%78.51% (+79%)

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

21% more capital invested

Capital invested by funds: $408M → $493M (+$84.7M)

12% more funds holding

Funds holding: 128143 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

66% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $5.47M

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
52
Reduced
31
Closed
8
Calls
$1.84M
Puts
$5.47M
Net Calls
-$3.63M
Net Calls Change
-$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$57.3M +$9.41M +362,999 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.2M +$1.62M +62,489 +4%
Goldman Sachs
3
Goldman Sachs
New York
$37.7M +$3.86M +148,684 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.9M +$2.15M +82,838 +7%
JHIU
5
Janus Henderson Investors US
Colorado
$35.8M +$456K +17,575 +1%
ACM
6
American Capital Management
New York
$28.4M +$1.31M +50,708 +5%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$27.4M +$4.24M +163,406 +19%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$25.3M +$897K +34,588 +4%
State Street
9
State Street
Massachusetts
$15.5M +$2.69M +103,833 +22%
BIT
10
BlackRock Institutional Trust
California
$15.3M +$206K +7,932 +1%
HM
11
HCSF Management
California
$13.7M
SIMG
12
Stephens Investment Management Group
Texas
$10.7M +$894K +34,462 +10%
AIC
13
AWM Investment Company
New York
$9.59M -$3.3M -127,388 -26%
GIP
14
Granite Investment Partners
California
$8.01M +$7.74M +298,680 New
Baillie Gifford & Co
15
Baillie Gifford & Co
United Kingdom
$7.72M
Northern Trust
16
Northern Trust
Illinois
$7.63M +$1.06M +40,761 +17%
SFM
17
Systematic Financial Management
New Jersey
$7.47M -$135K -5,196 -2%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$5.26M -$241K -9,309 -5%
Renaissance Technologies
19
Renaissance Technologies
New York
$4.87M -$3.15M -121,400 -40%
Franklin Resources
20
Franklin Resources
California
$4.61M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$4.48M +$323K +12,448 +8%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.05M +$52.8K +2,035 +1%
CS
23
Credit Suisse
Switzerland
$3.97M +$1.18M +45,398 +44%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.65M +$3.53M +136,100 New
AIM
25
ARK Investment Management
Florida
$3.23M +$3.12M +120,189 New