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Avalo Therapeutics

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.

New
Increased
Maintained
Reduced
Closed

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: 2933 (+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: 10 (-1)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
8
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
BVF Inc
California
$7.7M +$745K +69,679 +7%
IC
2
Ikarian Capital
Texas
$7.21M -$1.07K -100 -0%
O
3
OrbiMed
New York
$7.18M
RCM
4
RA Capital Management
Massachusetts
$7.18M
DTC
5
Deep Track Capital
Connecticut
$6.44M -$1.07M -100,000 -10%
AAA
6
Affinity Asset Advisors
New York
$4.09M +$5.41M +505,765 +1,124%
CC
7
Commodore Capital
New York
$3.59M
TCM
8
TCG Crossover Management
California
$3.59M
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.23M +$1.66M +155,433 +1,499%
BFM
10
Boothbay Fund Management
New York
$1.22M -$1.07K -100 -0.1%
BlackRock
11
BlackRock
New York
$990K +$1.42M +132,906 +40,397%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$872K +$1.25M +117,356 New
VCIM
13
Velan Capital Investment Management
Georgia
$817K +$1.18M +109,972 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$779K +$1.01M +94,742 +937%
UBS Group
15
UBS Group
Switzerland
$732K +$988K +92,385 +1,506%
AI
16
Allostery Investments
Connecticut
$545K +$784K +73,314 New
SCM
17
Sio Capital Management
New York
$531K
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$446K +$642K +60,000 New
HF
19
HRT Financial
New York
$297K +$428K +40,000 New
Northern Trust
20
Northern Trust
Illinois
$168K +$242K +22,673 New
Walleye Capital
21
Walleye Capital
New York
$145K +$208K +19,477 New
Marshall Wace
22
Marshall Wace
United Kingdom
$114K +$164K +15,323 New
Bank of America
23
Bank of America
North Carolina
$42.1K +$738 +69 +1%
TRCT
24
Tower Research Capital (TRC)
New York
$30.7K +$40.1K +3,754 +998%
SS
25
SBI Securities
Japan
$163 +$235 +22 New

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.