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AeroVironment

271 hedge funds and large institutions have $2.32B invested in AeroVironment in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

26% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $24.3M

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $2.09B → $2.32B (+$234M)

2% more funds holding

Funds holding: 266271 (+5)

3.61% less ownership

Funds ownership: 90.12%86.51% (-3.6%)

Holders
271
Holders Change
+5
Holders Change %
+1.88%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
43
Increased
95
Reduced
74
Closed
37
Calls
$30.7M
Puts
$24.3M
Net Calls
+$6.44M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$457M +$5.09M +50,580 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$271M -$11.3K -112 -0%
ACM
3
American Capital Management
New York
$149M -$753K -7,477 -0.5%
State Street
4
State Street
Massachusetts
$145M +$2.18M +21,649 +2%
SIMG
5
Stephens Investment Management Group
Texas
$86.6M +$10.2M +101,681 +14%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$80.8M +$3.45M +34,219 +5%
HCL
7
Heard Capital LLC
Illinois
$70.4M -$3.09M -30,692 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$64M -$2.02M -20,068 -3%
AIM
9
ARK Investment Management
Florida
$61.4M +$774K +7,691 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$51.8M +$2.12M +21,096 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$50.1M +$24.5M +243,320 +99%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$49M -$25.5M -253,365 -35%
NAMA
13
Nikko Asset Management Americas
New York
$48.8M -$25.6M -254,365 -35%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$40.7M -$1.79M -17,787 -4%
Millennium Management
15
Millennium Management
New York
$33.2M +$23M +228,679 +239%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$29.1M +$6.4M +63,538 +29%
Morgan Stanley
17
Morgan Stanley
New York
$27.9M +$865K +8,588 +3%
Northern Trust
18
Northern Trust
Illinois
$27.8M +$980K +9,738 +4%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$27.5M +$879K +8,729 +3%
CAM
20
Congress Asset Management
Massachusetts
$26.6M +$3.14M +31,195 +14%
PA
21
Pinnacle Associates
New York
$24.1M -$882K -8,762 -4%
Invesco
22
Invesco
Georgia
$22.3M +$533K +5,299 +2%
EA
23
Emerald Advisers
Pennsylvania
$21.3M +$1.34M +13,298 +7%
Charles Schwab
24
Charles Schwab
California
$19.7M +$409K +4,065 +2%
EAM
25
Eagle Asset Management
Florida
$19.2M +$833K +8,272 +5%