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Avalo Therapeutics
AVTX

12 hedge funds and large institutions have $210K invested in Avalo Therapeutics in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $159K → $210K (+$50.8K)

0.01% less ownership

Funds ownership: 0.03% → 0.01% (-0.01%)

50% less funds holding

Funds holding: 24 → 12 (-12)

75% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 16

Holders
12
Holders Change
-12
Holders Change %
-50%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
–
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$348K
2
N
Natixis
France
+$104K
3
TRCT
Tower Research Capital (TRC)
New York
+$35.1K
4
FIA
FNY Investment Advisers
New York
+$11.8K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.06K

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$34K
2
VF
Virtu Financial
New York
-$22K
3
BBA
Baader Bank Aktiengesellschaft
Germany
-$19.8K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$16.1K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$11.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$144K +$348K +15,440 +3,541%
N
2
Natixis
France
$43.3K +$104K +4,604 New
TRCT
3
Tower Research Capital (TRC)
New York
$16.1K +$35.1K +1,559 +753%
FIA
4
FNY Investment Advisers
New York
$4K +$11.8K +522 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1K +$3.06K +136 +6,800%
Morgan Stanley
6
Morgan Stanley
New York
$800 +$991 +44 +100%
Wells Fargo
7
Wells Fargo
California
$73 +$68 +3 +60%
Group One Trading
8
Group One Trading
Illinois
$18 +$23 +1 +100%
JP Morgan Chase
9
JP Morgan Chase
New York
$18 +$45 +2 New
UBS Group
10
UBS Group
Switzerland
$18 +$45 +2 New
FHA
11
First Horizon Advisors
Tennessee
$9 – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$9 – – –
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
– -$34K -1,180 Closed
VF
14
Virtu Financial
New York
– -$22K -772 Closed
BBA
15
Baader Bank Aktiengesellschaft
Germany
– -$19.8K -768 Closed
Geode Capital Management
16
Geode Capital Management
Massachusetts
– -$16.1K -556 Closed
Vanguard Group
17
Vanguard Group
Pennsylvania
– -$11.1K -383 Closed
BCV
18
Banque Cantonale Vaudoise
Switzerland
– -$10K -338 Closed
VPIM
19
Vanguard Personalized Indexing Management
California
– -$4.51K -156 Closed
LFAS
20
Level Four Advisory Services
Texas
– -$4.36K -151 Closed
Jane Street
21
Jane Street
New York
– -$3.32K -115 Closed
State Street
22
State Street
Massachusetts
– -$3.1K -107 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
– -$2.74K -95 Closed
Mariner
24
Mariner
Kansas
– -$2.24K -77 Closed
XT
25
XTX Topco
Cayman Islands
– -$2.23K -77 Closed
1
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AVTX Hedge Fund Activity: Q4 2023 in Review

12 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q4 2023, worth a combined $210K — up 32% from $159K a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of AVTX and 4 opened new positions — a net loss of 12 holders — while 0 trimmed existing stakes and 6 added.

The largest buyer was BlackRock, adding an estimated $348K. The largest seller was Acadian Asset Management, exiting entirely with an estimated $34K sold.

  • 12 institutional investors held Avalo Therapeutics (AVTX) as of Q4 2023, down from 24 in Q3 2023.
  • Funds reported $210K of Avalo Therapeutics stock for Q4 2023, up 32% quarter-over-quarter.
  • 4 funds opened new Avalo Therapeutics positions in Q4 2023 and 16 closed out, a net change of -12 holders.
  • The largest Avalo Therapeutics buyer in Q4 2023 was BlackRock, an estimated $348K added.
  • The largest Avalo Therapeutics seller in Q4 2023 was Acadian Asset Management, an estimated $34K sold.

Based on aggregated 13F filings for Q4 2023.