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AeroVironment

175 hedge funds and large institutions have $871M invested in AeroVironment in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 52

4.19% more ownership

Funds ownership: 75.11%79.31% (+4.2%)

4% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $6.85M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 193175 (-18)

13% less capital invested

Capital invested by funds: $1.01B → $871M (-$136M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
175
Holders Change
-18
Holders Change %
-9.33%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
69
Reduced
52
Closed
41
Calls
$7.13M
Puts
$6.85M
Net Calls
+$277K
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$174M +$14.9M +298,784 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.1M +$2.27M +45,344 +2%
ACM
3
American Capital Management
New York
$74.7M +$10.5M +209,715 +15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.9M +$48.5K +969 +0.1%
State Street
5
State Street
Massachusetts
$63.7M +$20.1M +401,928 +40%
VIA
6
Vident Investment Advisory
Georgia
$35.6M +$2.24M +44,833 +8%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$29.6M -$2.76M -55,087 -8%
CS
8
Credit Suisse
Switzerland
$29.4M +$16.1M +321,757 +99%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$28.2M -$1.89M -37,843 -6%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$23.6M +$6.48M +129,600 +33%
GXMC
11
Global X Management Company
New York
$19.1M +$8.23M +164,611 +65%
Legal & General Group
12
Legal & General Group
United Kingdom
$18M +$17.8M +355,905 +881%
SIMG
13
Stephens Investment Management Group
Texas
$15.5M +$5.4M +107,982 +46%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$14.9M -$10.8M -216,007 -40%
Northern Trust
15
Northern Trust
Illinois
$11.5M -$864K -17,280 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.76M +$180K +3,591 +2%
Principal Financial Group
17
Principal Financial Group
Iowa
$8.04M +$267K +5,345 +3%
Allianz Asset Management
18
Allianz Asset Management
Germany
$7.94M +$1.21M +24,265 +16%
AIM
19
ARK Investment Management
Florida
$7.92M +$2.44M +48,853 +39%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$6.4M +$2.81M +56,143 +67%
Robeco Institutional Asset Management
21
Robeco Institutional Asset Management
Netherlands
$5.78M
Ameriprise
22
Ameriprise
Minnesota
$5.06M +$145K +2,905 +3%
Invesco
23
Invesco
Georgia
$4.96M +$84.2K +1,684 +2%
Charles Schwab
24
Charles Schwab
California
$4.76M +$73.6K +1,471 +1%
Fisher Asset Management
25
Fisher Asset Management
Washington
$4.72M +$1.38M +27,659 +36%