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AeroVironment

135 hedge funds and large institutions have $533M invested in AeroVironment in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

64% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $2.26M

8% more capital invested

Capital invested by funds: $493M → $533M (+$40.5M)

2.57% more ownership

Funds ownership: 78.51%81.08% (+2.6%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

6% less funds holding

Funds holding: 143135 (-8)

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
54
Reduced
30
Closed
21
Calls
$3.71M
Puts
$2.26M
Net Calls
+$1.45M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$90.2M +$85.9M +3,215,485 +216,094%
Vanguard Group
2
Vanguard Group
Pennsylvania
$52.2M +$2.75M +103,167 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.5M +$2.86M +107,063 +8%
Goldman Sachs
4
Goldman Sachs
New York
$37.6M -$1.71M -64,133 -5%
JHIU
5
Janus Henderson Investors US
Colorado
$37.4M
ACM
6
American Capital Management
New York
$32.8M +$2.96M +110,896 +10%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$29M +$298K +11,149 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$27.2M +$784K +29,354 +3%
State Street
9
State Street
Massachusetts
$17.4M +$1.23M +46,070 +8%
HM
10
HCSF Management
California
$14.3M
SIMG
11
Stephens Investment Management Group
Texas
$11.3M +$182K +6,812 +2%
AIC
12
AWM Investment Company
New York
$10M +$2.67K +100 +0%
GIP
13
Granite Investment Partners
California
$9.33M +$911K +34,127 +11%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$8.06M
Northern Trust
15
Northern Trust
Illinois
$8.03M +$57.5K +2,154 +0.8%
SFM
16
Systematic Financial Management
New Jersey
$7.35M -$430K -16,092 -6%
VIA
17
Vident Investment Advisory
Georgia
$7.31M +$4.43M +165,946 +175%
CS
18
Credit Suisse
Switzerland
$5.97M +$1.74M +65,032 +44%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$5.09M -$387K -14,512 -7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$4.91M +$216K +8,077 +5%
Principal Financial Group
21
Principal Financial Group
Iowa
$4.38M +$147K +5,499 +4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$3.81M
Allianz Asset Management
23
Allianz Asset Management
Germany
$3.77M +$1.63M +60,879 +83%
AIM
24
ARK Investment Management
Florida
$3.38M +$7.02K +263 +0.2%
Ameriprise
25
Ameriprise
Minnesota
$3.02M +$132K +4,933 +5%