AVPT icon

AvePoint
AVPT

Overview Fund Activity

95 hedge funds and large institutions have $393M invested in AvePoint in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
95
Holders Change
–
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
35
Reduced
28
Closed
14
Calls
$5.82M
Puts
$288K
Net Calls
+$5.53M
Net Calls Change
-$3.58M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$83M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$55.7M
3
ER
3
EVR Research
Virginia
$19.9M
4
BlackRock
4
BlackRock
New York
$32.7M
5
2C
5
272 Capital
Texas
$3.67M

Top Sellers

1
BL
1
BWCP LP
Texas
$0
2
RCMNY
2
Rubric Capital Management (New York)
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$1.74M
4
Franklin Resources
4
Franklin Resources
California
$8.22M
5
PF
5
Phoenix Financial
Israel
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$14K 3,398 – –
Citigroup
77
Citigroup
New York
$12.2K 2,959 -1,027 -26%
QCG
78
Quadrant Capital Group
Ohio
$8.36K 2,035 +2,035 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$8.22K 2,000 +162 +9%
ASN
80
Advisory Services Network
Georgia
$7.89K 1,920 +1,920 New
Wells Fargo
81
Wells Fargo
California
$4.57K 1,113 -3,933 -78%
PA
82
Parallel Advisors
California
$4.52K 1,099 +1,050 +2,143%
US Bancorp
83
US Bancorp
Minnesota
$4.11K 1,000 -10,000 -91%
PMEF
84
Point72 Middle East FZE
United Arab Emirates
$2.32K 565 +565 New
S
85
SignatureFD
Georgia
$2.22K 541 +541 New
WTA
86
Washington Trust Advisors
Massachusetts
$2.22K 539 – –
IA
87
IFP Advisors
Florida
$2K 169 +169 New
CG
88
Cutler Group
California
$1K 266 -86 -24%
LC
89
Lindbrook Capital
California
$859 209 -572 -73%
BBPWM
90
Blue Bell Private Wealth Management
Pennsylvania
$822 200 – –
MCM
91
Manchester Capital Management
Vermont
$358 87 +87 New
CS
92
Comerica Securities
Michigan
$197 48 +48 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$156 38 +38 New
Federated Hermes
94
Federated Hermes
Pennsylvania
$4 1 +1 New
BL
95
BWCP LP
Texas
– – -1,043,690 Closed
RCMNY
96
Rubric Capital Management (New York)
New York
– – -1,017,539 Closed
HF
97
HRT Financial
New York
– – -146,707 Closed
UBS AM
98
UBS AM
Illinois
– – -137,917 Closed
RA
99
Royce & Associates
New York
– – -55,000 Closed
Tudor Investment Corp
100
Tudor Investment Corp
Connecticut
– – -39,488 Closed
1 2 3
4
5