AvePoint
AVPT
57 hedge funds and large institutions have $214M invested in AvePoint in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 13 closing their positions.
728% more call options, than puts
Call options by funds: $26.8M | Put options by funds: $3.23M
302% more capital invested
Capital invested by funds: $53.1M → $214M (+$161M)
185% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 13
73% more funds holding
Funds holding: 33 → 57 (+24)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
1.85% more ownership
Funds ownership: 12.11% → 13.97% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$50.3M |
| 2 |
Tiger Global Management
New York
|
+$49.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.7M |
| 4 |
MAC
Monarch Alternative Capital
New York
|
+$27.2M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$18.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.59M |
| 3 |
BPIM
Brant Point Investment Management
New York
|
-$3.98M |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$1.45M |
| 5 |
HF
HRT Financial
New York
|
-$1M |
AVPT Hedge Fund Activity: Q3 2021 in Review
57 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q3 2021, worth a combined $214M — up 302% from $53.1M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AVPT positions and 13 closed out — a net gain of 24 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $50.3M. The largest seller was Phoenix Financial, exiting entirely with an estimated $18.4M sold.
- 57 institutional investors held AvePoint (AVPT) as of Q3 2021, up from 33 in Q2 2021.
- Funds reported $214M of AvePoint stock for Q3 2021, up 302% quarter-over-quarter.
- 37 funds opened new AvePoint positions in Q3 2021 and 13 closed out, a net change of +24 holders.
- The largest AvePoint buyer in Q3 2021 was Franklin Resources, an estimated $50.3M added.
- The largest AvePoint seller in Q3 2021 was Phoenix Financial, an estimated $18.4M sold.
Based on aggregated 13F filings for Q3 2021.