AvePoint
AVPT
106 hedge funds and large institutions have $530M invested in AvePoint in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
44% more call options, than puts
Call options by funds: $3.98M | Put options by funds: $2.77M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more capital invested
Capital invested by funds: $456M → $530M (+$73.6M)
5% more funds holding
Funds holding: 101 → 106 (+5)
1.31% more ownership
Funds ownership: 41.11% → 42.43% (+1.3%)
0% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$8.48M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.42M |
| 3 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$2.68M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.2M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$854K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSP
Sixth Street Partners
Dallas,
Texas
|
-$105M |
| 2 |
ER
EVR Research
Richmond,
Virginia
|
-$7.56M |
| 3 |
Goldman Sachs
New York
|
-$5.24M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$3.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.14M |
AVPT Hedge Fund Activity: Q3 2023 in Review
106 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q3 2023, worth a combined $530M — up 16% from $456M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AVPT positions and 13 closed out — a net gain of 7 holders — while 35 added to existing stakes and 35 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $8.48M. The largest seller was Sixth Street Partners, cutting an estimated $105M.
- 106 institutional investors held AvePoint (AVPT) as of Q3 2023, up from 101 in Q2 2023.
- Funds reported $530M of AvePoint stock for Q3 2023, up 16% quarter-over-quarter.
- 20 funds opened new AvePoint positions in Q3 2023 and 13 closed out, a net change of +7 holders.
- The largest AvePoint buyer in Q3 2023 was Bank of New York Mellon, an estimated $8.48M added.
- The largest AvePoint seller in Q3 2023 was Sixth Street Partners, an estimated $105M sold.
Based on aggregated 13F filings for Q3 2023.