Avalo Therapeutics
AVTX
33 hedge funds and large institutions have $56M invested in Avalo Therapeutics in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 5 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
14% more funds holding
Funds holding: 29 → 33 (+4)
3.37% more ownership
Funds ownership: 68.63% → 71.99% (+3.4%)
11% less capital invested
Capital invested by funds: $63.2M → $56M (-$7.25M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAA
Affinity Asset Advisors
New York
|
+$5.41M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.66M |
| 3 |
BlackRock
New York
|
+$1.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
| 5 |
VCIM
Velan Capital Investment Management
Alpharetta,
Georgia
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGM
Logos Global Management
San Francisco,
California
|
-$5.12M |
| 2 |
DTC
Deep Track Capital
Greenwich,
Connecticut
|
-$1.07M |
| 3 |
BFM
Boothbay Fund Management
New York
|
-$1.07K |
| 4 |
IC
Ikarian Capital
Dallas,
Texas
|
-$1.07K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$10 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $74 | – | – | – |
|
27
BNP Paribas Financial Markets
Paris,
France
| $30 | – | – | – |
|
28
Group One Trading
Chicago,
Illinois
| $15 | – | – | – |
|
29
JP Morgan Chase
New York
| $15 | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $14 | – | – | – |
|
|
AWM
31
Activest Wealth Management
Aventure,
Florida
| $7 | – | – | – |
|
|
KFI
32
Key Financial Inc
West Chester,
Pennsylvania
| $7 | – | – | – |
|
|
PA
33
Parallel Advisors
San Francisco,
California
| $7 | – | – | – |
|
|
LGM
34
Logos Global Management
San Francisco,
California
| – | -$5.12M | -539,079 | Closed |
|
35
Fidelity Investments
Boston,
Massachusetts
| – | -$9 | -1 | Closed |
|
|
JIP
36
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$10 | -1 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | -$10 | -1 | Closed |
|
AVTX Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q4 2024, worth a combined $56M — down 11% from $63.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AVTX positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Affinity Asset Advisors, adding an estimated $5.41M. The largest seller was Logos Global Management, exiting entirely with an estimated $5.12M sold.
- 33 institutional investors held Avalo Therapeutics (AVTX) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $56M of Avalo Therapeutics stock for Q4 2024, down 11% quarter-over-quarter.
- 9 funds opened new Avalo Therapeutics positions in Q4 2024 and 5 closed out, a net change of +4 holders.
- The largest Avalo Therapeutics buyer in Q4 2024 was Affinity Asset Advisors, an estimated $5.41M added.
- The largest Avalo Therapeutics seller in Q4 2024 was Logos Global Management, an estimated $5.12M sold.
Based on aggregated 13F filings for Q4 2024.