We are live on ! Find out more
AVTX icon

Avalo Therapeutics

71 hedge funds and large institutions have $176M invested in Avalo Therapeutics in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

11% more funds holding

Funds holding: 6471 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 0.02%0.03% (+0%)

8% less call options, than puts

Call options by funds: $210K | Put options by funds: $229K

21% less capital invested

Capital invested by funds: $223M → $176M (-$47.7M)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
19
Reduced
16
Closed
11
Calls
$210K
Puts
$229K
Net Calls
-$19K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$42K
Invesco
52
Invesco
Georgia
$41K +$16.2K +2 +40%
SG Americas Securities
53
SG Americas Securities
New York
$41K +$48.6K +6 New
Squarepoint
54
Squarepoint
New York
$41K +$48.6K +6 New
Victory Capital Management
55
Victory Capital Management
Texas
$34K
Creative Planning
56
Creative Planning
Kansas
$32K +$8.11K +1 +25%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$27K
CCM
58
CAAS Capital Management
New York
$26K +$32.4K +4 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$22K
Stifel Financial
60
Stifel Financial
Missouri
$22K +$24.3K +3 New
Principal Financial Group
61
Principal Financial Group
Iowa
$22K +$32.4K +4 New
RE
62
RBC Europe
United Kingdom
$20.3K
Group One Trading
63
Group One Trading
Illinois
$18K -$16.2K -2 -40%
TRCT
64
Tower Research Capital (TRC)
New York
$18K +$8.11K +1 +50%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$15K +$8.11K +1 +100%
Citigroup
66
Citigroup
New York
$13K +$8.11K +1 +100%
Legal & General Group
67
Legal & General Group
United Kingdom
$12K
PHK
68
Point72 Hong Kong
Hong Kong
$10K +$16.2K +2 New
TWA
69
TCI Wealth Advisors
Arizona
$7K
AIP
70
Ameritas Investment Partners
Nebraska
$4K
Wells Fargo
71
Wells Fargo
California
$2K -$48.6K -6 Closed
NFSG
72
Newbridge Financial Services Group
Florida
$1K
Osaic Holdings
73
Osaic Holdings
Arizona
$1K
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$7
Vontobel Holding
75
Vontobel Holding
Switzerland
-$320K -34 Closed

AVTX Hedge Fund Activity: Q3 2021 in Review

71 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q3 2021, worth a combined $176M — down 21% from $223M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AVTX positions and 11 closed out — a net gain of 7 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Armistice Capital, adding an estimated $16.6M. The largest seller was Sara-Bay Financial, exiting entirely with an estimated $5.18M sold.

  • 71 institutional investors held Avalo Therapeutics (AVTX) as of Q3 2021, up from 64 in Q2 2021.
  • Funds reported $176M of Avalo Therapeutics stock for Q3 2021, down 21% quarter-over-quarter.
  • 18 funds opened new Avalo Therapeutics positions in Q3 2021 and 11 closed out, a net change of +7 holders.
  • The largest Avalo Therapeutics buyer in Q3 2021 was Armistice Capital, an estimated $16.6M added.
  • The largest Avalo Therapeutics seller in Q3 2021 was Sara-Bay Financial, an estimated $5.18M sold.

Based on aggregated 13F filings for Q3 2021.