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232 hedge funds and large institutions have $4.54B invested in Avis in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 54 increasing their positions, 93 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

6% more funds holding

Funds holding: 219232 (+13)

4% more capital invested

Capital invested by funds: $4.37B → $4.54B (+$171M)

11.77% less ownership

Funds ownership: 138.9%127.13% (-12%)

14% less call options, than puts

Call options by funds: $342M | Put options by funds: $399M

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

42% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 93

Holders
232
Holders Change
+13
Holders Change %
+5.94%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
47
Increased
54
Reduced
93
Closed
34
Calls
$342M
Puts
$399M
Net Calls
-$57.4M
Net Calls Change
+$113M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$20K -$12.1K -303 -40%
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
IA
203
IFP Advisors
Florida
$19K -$46.4K -1,167 -72%
APA
204
American Portfolios Advisors
New York
$18.4K +$16.7K +420 New
SCM
205
Segantii Capital Management
Hong Kong
$18K
US Bancorp
206
US Bancorp
Minnesota
$18K
AIL
207
AGF Investments LLC
Ontario, Canada
$10K -$1.35K -34 -13%
QCG
208
Quadrant Capital Group
Ohio
$10K
IP
209
Intellectus Partners
California
$9K
CTB
210
Country Trust Bank
Illinois
$9K +$7.96K +200 New
SWP
211
Stratos Wealth Partners
Ohio
$8K +$7.56K +190 New
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.27K +$4.77K +120 New
TFS
213
TrustCore Financial Services
Tennessee
$5K +$4.69K +118 New
GWM
214
Geneos Wealth Management
Colorado
$4K -$398 -10 -9%
ASN
215
Advisory Services Network
Georgia
$4K
AWM
216
AllSquare Wealth Management
New York
$4K
HNB
217
Huntington National Bank
Ohio
$4K
FGC
218
Financial Gravity Companies
Texas
$4K +$3.34K +84 New
CFA
219
Carroll Financial Associates
North Carolina
$3K
MOS
220
MGO One Seven
Ohio
$3K +$2.82K +71 New
SEI Investments
221
SEI Investments
Pennsylvania
$2K -$1.53M -38,562 -100%
AssetMark Inc
222
AssetMark Inc
California
$2K -$3.78K -95 -70%
CTC
223
Central Trust Company
Missouri
$2K
SBL
224
Sargent Bickham Lagudis
Colorado
$2K
WA
225
Winfield Associates
Ohio
$2K

CAR Hedge Fund Activity: Q4 2017 in Review

232 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Avis (CAR) for Q4 2017, worth a combined $4.54B — up 3.9% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CAR positions and 34 closed out — a net gain of 13 holders — while 54 added to existing stakes and 93 trimmed.

The largest buyer was Jefferies Group, opening a new position worth an estimated $257M. The largest seller was Morgan Stanley, cutting an estimated $152M.

  • 232 institutional investors held Avis (CAR) as of Q4 2017, up from 219 in Q3 2017.
  • Funds reported $4.54B of Avis stock for Q4 2017, up 3.9% quarter-over-quarter.
  • 47 funds opened new Avis positions in Q4 2017 and 34 closed out, a net change of +13 holders.
  • The largest Avis buyer in Q4 2017 was Jefferies Group, an estimated $257M added.
  • The largest Avis seller in Q4 2017 was Morgan Stanley, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2017.