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AvePoint

139 hedge funds and large institutions have $648M invested in AvePoint in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

11% more funds holding

Funds holding: 125139 (+14)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.45% less ownership

Funds ownership: 44.96%44.5% (-0.45%)

5% less capital invested

Capital invested by funds: $681M → $648M (-$32.2M)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

86% less call options, than puts

Call options by funds: $1.9M | Put options by funds: $13.8M

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
42
Reduced
48
Closed
17
Calls
$1.9M
Puts
$13.8M
Net Calls
-$11.9M
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
151
Harvest Fund Management
China
-$44.5K -5,663 -99%
ASN
152
Advisory Services Network
Georgia
-$15.8K -1,920 Closed
A
153
AJOVista
Massachusetts
-$10.9K -1,323 Closed
CG
154
Cutler Group
California
-$2K -300 Closed
A
155
AlphaQuest
New York
-$8 -1 Closed
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
+$142 +18 +90%