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Avalo Therapeutics

18 hedge funds and large institutions have $72.3M invested in Avalo Therapeutics in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

35% more capital invested

Capital invested by funds: $53.6M → $72.3M (+$18.7M)

13% more funds holding

Funds holding: 1618 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

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

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
5
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Armistice Capital
New York
$68.9M
BCM
2
Bridgeway Capital Management
Texas
$1.11M
Vanguard Group
3
Vanguard Group
Pennsylvania
$678K +$394K +35 +175%
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$315K +$282K +25 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$270K +$169K +15 +214%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$229K -$22.5K -2 -10%
Northern Trust
7
Northern Trust
Illinois
$135K +$78.9K +7 +175%
DBIA
8
Dumont & Blake Investment Advisors
New Jersey
$129K +$113K +10 New
VF
9
Virtu Financial
New York
$103K -$597K -53 -87%
BFM
10
Boothbay Fund Management
New York
$94K +$22.5K +2 +33%
Citadel Advisors
11
Citadel Advisors
Florida
$86K -$22.5K -2 -22%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$64K +$56.3K +5 New
Russell Investments Group
13
Russell Investments Group
United Kingdom
$61K +$56.3K +5 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$55K
Morgan Stanley
15
Morgan Stanley
New York
$49K +$11.3K +1 +33%
PAM
16
Panagora Asset Management
Massachusetts
$46K +$45.1K +4 New
BlackRock
17
BlackRock
New York
$16K
TWA
18
TCI Wealth Advisors
Arizona
$13K
AWM
19
Avior Wealth Management
Nebraska
$4K
Bank of America
20
Bank of America
North Carolina
$1K
Deutsche Bank
21
Deutsche Bank
Germany
$1K
RJFSA
22
Raymond James Financial Services Advisors
Florida
-$74K -8 Closed
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
-$32K -3 Closed
UBS Group
24
UBS Group
Switzerland
-$7K -1 Closed
AG
25
Advisor Group
Arizona
-$3K

AVTX Hedge Fund Activity: Q1 2018 in Review

18 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q1 2018, worth a combined $72.3M — up 35% from $53.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AVTX positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, adding an estimated $394K. The largest seller was Virtu Financial, cutting an estimated $597K.

  • 18 institutional investors held Avalo Therapeutics (AVTX) as of Q1 2018, up from 16 in Q4 2017.
  • Funds reported $72.3M of Avalo Therapeutics stock for Q1 2018, up 35% quarter-over-quarter.
  • 5 funds opened new Avalo Therapeutics positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest Avalo Therapeutics buyer in Q1 2018 was Vanguard Group, an estimated $394K added.
  • The largest Avalo Therapeutics seller in Q1 2018 was Virtu Financial, an estimated $597K sold.

Based on aggregated 13F filings for Q1 2018.