AvePoint
AVPT
96 hedge funds and large institutions have $314M invested in AvePoint in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 12 closing their positions.
407% more call options, than puts
Call options by funds: $4.32M | Put options by funds: $853K
48% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 25
1% more funds holding
Funds holding: 95 → 96 (+1)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
1% more capital invested
Capital invested by funds: $310M → $314M (+$3.44M)
0.35% more ownership
Funds ownership: 40.42% → 40.77% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ER
EVR Research
Richmond,
Virginia
|
+$2.6M |
| 2 |
2C
272 Capital
Dallas,
Texas
|
+$1.18M |
| 3 |
BFM
Boothbay Fund Management
New York
|
+$733K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$526K |
| 5 |
Morgan Stanley
New York
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$1.84M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.15M |
| 3 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$1.07M |
| 4 |
BlackRock
New York
|
-$626K |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$242K |
AVPT Hedge Fund Activity: Q1 2023 in Review
96 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q1 2023, worth a combined $314M — up 1.1% from $310M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AVPT positions and 12 closed out — a net gain of 1 holder — while 37 added to existing stakes and 25 trimmed.
The largest buyer was EVR Research, adding an estimated $2.6M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $1.84M sold.
- 96 institutional investors held AvePoint (AVPT) as of Q1 2023, up from 95 in Q4 2022.
- Funds reported $314M of AvePoint stock for Q1 2023, up 1.1% quarter-over-quarter.
- 13 funds opened new AvePoint positions in Q1 2023 and 12 closed out, a net change of +1 holder.
- The largest AvePoint buyer in Q1 2023 was EVR Research, an estimated $2.6M added.
- The largest AvePoint seller in Q1 2023 was 1832 Asset Management, an estimated $1.84M sold.
Based on aggregated 13F filings for Q1 2023.