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Avalo Therapeutics
AVTX

37 hedge funds and large institutions have $148M invested in Avalo Therapeutics in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

67% more capital invested

Capital invested by funds: $88.3M → $148M (+$59.4M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 36 → 37 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more ownership

Funds ownership: 0.02% → 0.02% (+0%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
12
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFM
Boothbay Fund Management
New York
+$232K
2
State Street
State Street
Massachusetts
+$179K
3
BlackRock
BlackRock
New York
+$148K
4
Morgan Stanley
Morgan Stanley
New York
+$84.4K
5
Deutsche Bank
Deutsche Bank
Germany
+$52.7K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$305K
2
SIM
Spark Investment Management
New York
-$148K
3
JP Morgan Chase
JP Morgan Chase
New York
-$94.9K
4
WG
Winton Group
United Kingdom
-$63.3K
5
PPA
Parametric Portfolio Associates
Washington
-$35K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
26
American International Group
New York
$75K – – –
VOYA Investment Management
27
VOYA Investment Management
Georgia
$70K +$10.5K +1 +25%
WG
28
Winton Group
United Kingdom
$60K -$63.3K -6 -60%
Bank of America
29
Bank of America
North Carolina
$32K -$10.5K -1 -33%
MAM
30
Meeder Asset Management
Ohio
$29K – – –
Legal & General Group
31
Legal & General Group
United Kingdom
$24K +$10.5K +1 +100%
Citigroup
32
Citigroup
New York
$24K +$21.1K +2 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$19K – – –
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$16.2K +$10.5K +1 New
TWA
35
TCI Wealth Advisors
Arizona
$16K – – –
AIP
36
Ameritas Investment Partners
Nebraska
$10K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$9K +$10.5K +1 New
TRCT
38
Tower Research Capital (TRC)
New York
$2K – – –
Federated Hermes
39
Federated Hermes
Pennsylvania
$1K – – –
Millennium Management
40
Millennium Management
New York
– -$305K -32 Closed
PPA
41
Parametric Portfolio Associates
Washington
– -$35K -4 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– -$35K -4 Closed
Victory Capital Management
43
Victory Capital Management
Texas
– -$21K -2 Closed
1
2

AVTX Hedge Fund Activity: Q4 2019 in Review

37 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q4 2019, worth a combined $148M — up 67% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AVTX positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Boothbay Fund Management, adding an estimated $232K. The largest seller was Millennium Management, exiting entirely with an estimated $305K sold.

  • 37 institutional investors held Avalo Therapeutics (AVTX) as of Q4 2019, up from 36 in Q3 2019.
  • Funds reported $148M of Avalo Therapeutics stock for Q4 2019, up 67% quarter-over-quarter.
  • 5 funds opened new Avalo Therapeutics positions in Q4 2019 and 4 closed out, a net change of +1 holder.
  • The largest Avalo Therapeutics buyer in Q4 2019 was Boothbay Fund Management, an estimated $232K added.
  • The largest Avalo Therapeutics seller in Q4 2019 was Millennium Management, an estimated $305K sold.

Based on aggregated 13F filings for Q4 2019.