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AVL

Avalon Rare Metals, Inc. Ordinary Shares (Canada)
AVL

Delisted

AVL was delisted on the 17th of December, 2015.

28 hedge funds and large institutions have $1.06M invested in Avalon Rare Metals, Inc. Ordinary Shares (Canada) in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $776K → $1.06M (+$281K)

13% less funds holding

Funds holding: 3228 (-4)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$598K +$196K +849,791 +51%
CIC
2
Carnegie Investment Counsel
Ohio
$93K
UBS Group
3
UBS Group
Switzerland
$77K -$12.3K -53,431 -14%
CA
4
Commerzbank Aktiengesellschaft
Germany
$59K -$29.7K -128,672 -34%
Morgan Stanley
5
Morgan Stanley
New York
$47K +$33.9K +146,600 +282%
GXMC
6
Global X Management Company
New York
$41K -$3.96K -17,144 -9%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$31K
GCAC
8
Guardian Capital Advisors (Canada)
Ontario, Canada
$23K
NFG
9
Next Financial Group
Texas
$19K
MCM
10
Maryland Capital Management
Maryland
$14K +$13.9K +60,000 New
CLOS
11
Compagnie Lombard Odier SCmA
Switzerland
$12K +$4.62K +20,000 +68%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$9K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6K +$1.6K +6,937 +37%
JGUA
14
John G. Ullman & Associates
New York
$5K
LOCB
15
Lombard Odier & Cie (Bahamas)
Bahamas
$5K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$4K -$462 -2,000 -10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4K -$277 -1,200 -7%
VKH
18
Virtu KCG Holdings
New York
$3K -$26.3K -113,881 -90%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$3K
LPC
20
Loeb Partners Corp
New York
$2K
Bank of America
21
Bank of America
North Carolina
$1K -$462 -2,000 -29%
Citigroup
22
Citigroup
New York
$1K
CCMW
23
Cypress Capital Management (Wyoming)
Wyoming
$240
AFM
24
Anson Funds Management
Texas
-$62K -307,000 Closed
Group One Trading
25
Group One Trading
Illinois
-$3K -15,020 Closed

AVL Hedge Fund Activity: Q1 2015 in Review

28 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Avalon Rare Metals, Inc. Ordinary Shares (Canada) (AVL) for Q1 2015, worth a combined $1.06M — up 36% from $776K a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AVL and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was UBS AM, adding an estimated $196K. The largest seller was Anson Funds Management, exiting entirely with an estimated $62K sold.

  • 28 institutional investors held Avalon Rare Metals, Inc. Ordinary Shares (Canada) (AVL) as of Q1 2015, down from 32 in Q4 2014.
  • Funds reported $1.06M of Avalon Rare Metals, Inc. Ordinary Shares (Canada) stock for Q1 2015, up 36% quarter-over-quarter.
  • 2 funds opened new Avalon Rare Metals, Inc. Ordinary Shares (Canada) positions in Q1 2015 and 5 closed out, a net change of -3 holders.
  • The largest Avalon Rare Metals, Inc. Ordinary Shares (Canada) buyer in Q1 2015 was UBS AM, an estimated $196K added.
  • The largest Avalon Rare Metals, Inc. Ordinary Shares (Canada) seller in Q1 2015 was Anson Funds Management, an estimated $62K sold.

Based on aggregated 13F filings for Q1 2015.