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Avalo Therapeutics
AVTX

61 hedge funds and large institutions have $180M invested in Avalo Therapeutics in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 6

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

37% more capital invested

Capital invested by funds: $131M → $180M (+$48.9M)

15% more funds holding

Funds holding: 53 → 61 (+8)

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%)

44% less call options, than puts

Call options by funds: $84K | Put options by funds: $151K

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
6
Closed
6
Calls
$84K
Puts
$151K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

Rank Fund Capital Flow
1
AC
Armistice Capital
New York
+$8.2M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$8.04M
3
NCM
Nantahala Capital Management
Connecticut
+$4.66M
4
IC
Ikarian Capital
Texas
+$2.29M
5
IHAM
Integral Health Asset Management
New York
+$1.97M

Top Sellers

Rank Fund Capital Flow
1
SCM
Sio Capital Management
New York
-$1.23M
2
MWM
Minot Wealth Management
Massachusetts
-$170K
3
Morgan Stanley
Morgan Stanley
New York
-$170K
4
OM
Opaleye Management
Massachusetts
-$66.1K
5
Wells Fargo
Wells Fargo
California
-$47.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
QSS
26
Quantitative Systematic Strategies
Florida
$232K +$255K +27 New
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$196K +$37.8K +4 +21%
Vontobel Holding
28
Vontobel Holding
Switzerland
$145K +$56.7K +6 +55%
Barclays
29
Barclays
United Kingdom
$108K +$75.6K +8 +200%
Bank of America
30
Bank of America
North Carolina
$96K +$66.1K +7 +175%
Wells Fargo
31
Wells Fargo
California
$84K -$47.2K -5 -33%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$77K – – –
Invesco
33
Invesco
Georgia
$76K – – –
Deutsche Bank
34
Deutsche Bank
Germany
$74K – – –
TS
35
Tamar Securities
California
$70K – – –
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$66K +$66.1K +7 +700%
CSS
37
Cubist Systematic Strategies
Connecticut
$57K +$66.1K +7 New
VOYA Investment Management
38
VOYA Investment Management
Georgia
$56K +$56.7K +6 New
AllianceBernstein
39
AllianceBernstein
Tennessee
$54K – – –
Millennium Management
40
Millennium Management
New York
$43K +$47.2K +5 New
Victory Capital Management
41
Victory Capital Management
Texas
$42K +$9.45K +1 +25%
UBS Group
42
UBS Group
Switzerland
$40K +$18.9K +2 +67%
Creative Planning
43
Creative Planning
Kansas
$38K +$37.8K +4 New
ProShare Advisors
44
ProShare Advisors
Maryland
$35K +$37.8K +4 New
TRCT
45
Tower Research Capital (TRC)
New York
$33K +$18.9K +2 +100%
Group One Trading
46
Group One Trading
Illinois
$33K +$37.8K +4 New
Prudential Financial
47
Prudential Financial
New Jersey
$32K – – –
MAM
48
Meeder Asset Management
Ohio
$31K +$28.3K +3 New
Jane Street
49
Jane Street
New York
$31K +$37.8K +4 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$30K – – –
1
2
3

AVTX Hedge Fund Activity: Q1 2021 in Review

61 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q1 2021, worth a combined $180M — up 37% from $131M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AVTX positions and 6 closed out — a net gain of 8 holders — while 28 added to existing stakes and 6 trimmed.

The largest buyer was Armistice Capital, adding an estimated $8.2M. The largest seller was Sio Capital Management, cutting an estimated $1.23M.

  • 61 institutional investors held Avalo Therapeutics (AVTX) as of Q1 2021, up from 53 in Q4 2020.
  • Funds reported $180M of Avalo Therapeutics stock for Q1 2021, up 37% quarter-over-quarter.
  • 14 funds opened new Avalo Therapeutics positions in Q1 2021 and 6 closed out, a net change of +8 holders.
  • The largest Avalo Therapeutics buyer in Q1 2021 was Armistice Capital, an estimated $8.2M added.
  • The largest Avalo Therapeutics seller in Q1 2021 was Sio Capital Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2021.