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AeroVironment

301 hedge funds and large institutions have $2.6B invested in AeroVironment in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

28% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $33M

17% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 88

12% more capital invested

Capital invested by funds: $2.32B → $2.6B (+$279M)

11% more funds holding

Funds holding: 271301 (+30)

2.12% more ownership

Funds ownership: 86.51%88.64% (+2.1%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
51
Increased
103
Reduced
88
Closed
19
Calls
$42.1M
Puts
$33M
Net Calls
+$9.17M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$511M +$11.2M +111,687 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M +$21.1M +209,359 +8%
ACM
3
American Capital Management
New York
$162M -$969K -9,626 -0.7%
State Street
4
State Street
Massachusetts
$152M -$4.99M -49,608 -4%
SIMG
5
Stephens Investment Management Group
Texas
$86.3M -$7.34M -72,875 -9%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$85.6M -$2.35M -23,367 -3%
HCL
7
Heard Capital LLC
Illinois
$76M -$689K -6,848 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$68.3M -$1.37M -13,576 -2%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$62.1M +$29M +287,730 +107%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$60.5M +$3.7M +36,725 +7%
AIM
11
ARK Investment Management
Florida
$59.8M -$6.44M -63,963 -11%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$55M +$314K +3,122 +0.6%
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$48.2M -$4.72M -46,912 -10%
NAMA
14
Nikko Asset Management Americas
New York
$48.1M -$4.62M -45,912 -10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$43.3M -$986K -9,797 -2%
CAM
16
Congress Asset Management
Massachusetts
$34M +$4.51M +44,748 +17%
Morgan Stanley
17
Morgan Stanley
New York
$33.3M +$2.65M +26,293 +10%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$31.6M -$104K -1,028 -0.4%
Northern Trust
19
Northern Trust
Illinois
$31.2M +$873K +8,666 +3%
Invesco
20
Invesco
Georgia
$25.9M +$1.43M +14,193 +6%
Charles Schwab
21
Charles Schwab
California
$25.9M +$3.91M +38,808 +20%
EA
22
Emerald Advisers
Pennsylvania
$25.8M +$2.29M +22,769 +11%
EAM
23
Eagle Asset Management
Florida
$22.7M +$1.68M +16,678 +9%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21M +$1.75M +17,389 +10%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$19.1M +$29.2K +290 +0.2%