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Avalo Therapeutics

21 hedge funds and large institutions have $9.62M invested in Avalo Therapeutics in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more capital invested

Capital invested by funds: $1.9M → $9.62M (+$7.72M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

63.93% more ownership

Funds ownership: 10.94%74.86% (+64%)

17% more funds holding

Funds holding: 1821 (+3)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LGM
1
Logos Global Management
California
$6.72M +$6.99M +539,079 New
SCM
2
Sio Capital Management
New York
$891K +$795K +61,307 +604%
IC
3
Ikarian Capital
Texas
$682K +$105K +8,082 +17%
AAA
4
Affinity Asset Advisors
New York
$561K +$454K +35,000 +350%
CC
5
Commodore Capital
New York
$499K +$519K +40,000 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$129K +$134K +10,368 New
Bank of America
7
Bank of America
North Carolina
$69.8K +$72.7K +5,601 New
UBS Group
8
UBS Group
Switzerland
$44.7K -$53.6K -4,130 -54%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7K +$3.48K +268 +83%
BlackRock
10
BlackRock
New York
$4.1K -$23.3K -1,795 -85%
BCV
11
Banque Cantonale Vaudoise
Switzerland
$4K
Morgan Stanley
12
Morgan Stanley
New York
$124 -$376 -29 -74%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$50
Group One Trading
14
Group One Trading
Illinois
$25
JP Morgan Chase
15
JP Morgan Chase
New York
$25
Fidelity Investments
16
Fidelity Investments
Massachusetts
$25 +$26 +2 New
Osaic Holdings
17
Osaic Holdings
Arizona
$24
Wells Fargo
18
Wells Fargo
California
$12 -$91 -7 -88%
PA
19
Parallel Advisors
California
$12
AWM
20
Activest Wealth Management
Florida
$12 +$13 +1 New
KFI
21
Key Financial Inc
Pennsylvania
$12 +$13 +1 New
ACM
22
ADAR1 Capital Management
Texas
-$131K -6,000 Closed
N
23
Natixis
France
-$54.6K -2,512 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$35.7K -1,640 Closed
OPTFSNA
25
Old Point Trust & Financial Services N A
Virginia
-$22 -1 Closed

AVTX Hedge Fund Activity: Q2 2024 in Review

21 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q2 2024, worth a combined $9.62M — up 407% from $1.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVTX positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Logos Global Management, opening a new position worth an estimated $6.99M. The largest seller was ADAR1 Capital Management, exiting entirely with an estimated $131K sold.

  • 21 institutional investors held Avalo Therapeutics (AVTX) as of Q2 2024, up from 18 in Q1 2024.
  • Funds reported $9.62M of Avalo Therapeutics stock for Q2 2024, up 407% quarter-over-quarter.
  • 7 funds opened new Avalo Therapeutics positions in Q2 2024 and 4 closed out, a net change of +3 holders.
  • The largest Avalo Therapeutics buyer in Q2 2024 was Logos Global Management, an estimated $6.99M added.
  • The largest Avalo Therapeutics seller in Q2 2024 was ADAR1 Capital Management, an estimated $131K sold.

Based on aggregated 13F filings for Q2 2024.