Apartment Investment and Management Company (AIV): A Bull Case Theory
We came across a bullish thesis on Apartment Investment and Management Company (AIV) on Substack by Brian Flasker. In this article, we will summarize the bulls’ thesis on AIV.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Millennium Management Israel Englander | 5,765,542 | $50,736,770 | -20% | 0.03% |
2. | Newtyn Management Noah Levy And Eugene Dozortsev | 5,000,000 | $44,000,000 | +33% | 6.96% |
3. | Irenic Capital Management Adam Katz And Andy Dodge | 4,633,134 | $40,771,579 | +22% | 6.18% |
4. | Land & Buildings Investment Management Jonathan Litt | 3,142,232 | $27,651,642 | +3% | 5.85% |
5. | Argosy-Lionbridge Management Greg Morillo | 2,577,650 | $22,683,320 | +11% | 15.13% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$7.30 | 137 | $1,000.10 | 63,669 | 2022-09-30 | Filing | |
$6.31 | 2,145 | $13,544.60 | 2,145 | 2022-05-31 | Filing | |
$7.00 | 138,572 | $969,449.71 | 1,655,375 | 2021-09-30 | Filing | |
$6.98 | 16,803 | $117,352.15 | 1,516,803 | 2021-09-29 | Filing | |
$6.85 | 150,000 | $1,027,080.00 | 1,500,000 | 2021-09-28 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$6.17 | 12,200 | $75,213.00 | 38,034 | 2021-03-30 | Filing | |
$4.70 | 47,362 | $222,374.06 | 0 | 2020-12-21 | Filing | |
$4.63 | 63,882 | $295,869.48 | 0 | 2020-12-21 | Filing | |
$4.52 | 20,000 | $90,402.00 | 63,882 | 2020-12-18 | Filing | |
$30.00 | 3,000 | $90,000.00 | 45,129 | 2020-03-25 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 19,340,629 | $170,197,535 | 0% | |
2. | 14,897,150 | $131,094,920 | 0% | |
3. | 5,988,115 | $52,695,412 | 0% | |
4. | 4,779,357 | $42,058,342 | 2.68% | |
5. | 3,386,758 | $29,810,375 | 0% |