AvePoint
AVPT
125 hedge funds and large institutions have $675M invested in AvePoint in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 8 closing their positions.
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
63% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 30
27% more capital invested
Capital invested by funds: $530M → $675M (+$145M)
18% more funds holding
Funds holding: 106 → 125 (+19)
2.13% more ownership
Funds ownership: 42.43% → 44.56% (+2.1%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
42% less call options, than puts
Call options by funds: $5.16M | Put options by funds: $8.94M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.44M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.73M |
| 3 |
Morgan Stanley
New York
|
+$3.8M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$3.42M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ER
EVR Research
Richmond,
Virginia
|
-$10.9M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$2.55M |
| 3 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$1.44M |
| 4 |
MAC
Monarch Alternative Capital
New York
|
-$929K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$402K |
AVPT Hedge Fund Activity: Q4 2023 in Review
125 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q4 2023, worth a combined $675M — up 27% from $530M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new AVPT positions and 8 closed out — a net gain of 19 holders — while 49 added to existing stakes and 30 trimmed.
The largest buyer was BlackRock, adding an estimated $5.44M. The largest seller was EVR Research, cutting an estimated $10.9M.
- 125 institutional investors held AvePoint (AVPT) as of Q4 2023, up from 106 in Q3 2023.
- Funds reported $675M of AvePoint stock for Q4 2023, up 27% quarter-over-quarter.
- 27 funds opened new AvePoint positions in Q4 2023 and 8 closed out, a net change of +19 holders.
- The largest AvePoint buyer in Q4 2023 was BlackRock, an estimated $5.44M added.
- The largest AvePoint seller in Q4 2023 was EVR Research, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2023.