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Avis
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Overview Fund Activity

300 hedge funds and large institutions have $8.7B invested in Avis in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 75 increasing their positions, 127 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+6
Holders Change %
+2.04%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
55
Increased
75
Reduced
127
Closed
48
Calls
$288M
Puts
$404M
Net Calls
-$116M
Net Calls Change
+$454M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$50.6M
2
Nomura Holdings
Nomura Holdings
Japan
$396M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$40.6M
4
TI
Think Investments
California
$43.6M
5
Millennium Management
Millennium Management
New York
$20.5M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$28M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$92.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.1M
4
BlackRock
BlackRock
New York
$501M
5
WCM
Wedge Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$6.63K -$2.06K -9 -24%
BC
277
Bartlett & Co
Ohio
$6K – – –
BCWM
278
Bartlett & Co Wealth Management
Ohio
$5.72K – – –
KFI
279
Key Financial Inc
Pennsylvania
$4.57K +$4.57K +20 New
LC
280
Lindbrook Capital
California
$4.12K – – –
RCM
281
Raleigh Capital Management
North Carolina
$3.35K +$893 +4 +36%
UB
282
UMB Bank
Missouri
$3.2K – – –
SIC
283
SJS Investment Consulting
Ohio
$2.97K +$229 +1 +8%
AF
284
Advisornet Financial
Minnesota
$2.97K -$229 -1 -7%
AWM
285
Avior Wealth Management
Nebraska
$2.74K – – –
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$2.29K -$686 -3 -23%
DI
287
Disciplined Investments
Oklahoma
$2.06K -$457 -2 -18%
HI
288
Harbour Investments
Wisconsin
$1.83K – – –
DA
289
Denali Advisors
California
$1.83K – – –
PWMG
290
Prestige Wealth Management Group
New Jersey
$1.37K +$1.37K +6 New
KFS
291
Kelly Financial Services
Massachusetts
$1.14K – – –
CAL
292
Capital Advisors Ltd
Ohio
$1K – – –
GWS
293
Glassman Wealth Services
Virginia
$915 – – –
CSC
294
Caldwell Sutter Capital
California
$686 +$686 +3 New
FGAM
295
Financial Gravity Asset Management
Texas
$561 +$561 +229 New
TWP
296
TFO Wealth Partners
Ohio
$457 – – –
RFG
297
RFP Financial Group
Georgia
$457 – – –
FFA
298
Farther Finance Advisors
California
$229 -$1.6K -7 -88%
TWD
299
True Wealth Design
Ohio
$229 – – –
WCM
300
Wedge Capital Management
North Carolina
– -$29.8M -152,840 Closed
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