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262 hedge funds and large institutions have $1.79B invested in Avista in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

6% more funds holding

Funds holding: 247262 (+15)

0.03% less ownership

Funds ownership: 69.59%69.56% (-0.03%)

3% less capital invested

Capital invested by funds: $1.83B → $1.79B (-$49.8M)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

Holders
262
Holders Change
+15
Holders Change %
+6.07%
% of All Funds
6.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
87
Reduced
90
Closed
17
Calls
$296K
Puts
Net Calls
+$296K
Net Calls Change
-$175K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$69K -$16.3K -402 -19%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$67K
RCM
228
Riverhead Capital Management
Delaware
$64K
PRS
229
Pinkerton Retirement Specialists
Idaho
$53K
Acadian Asset Management
230
Acadian Asset Management
Massachusetts
$52K -$1.74M -42,896 -97%
GWM
231
Geneos Wealth Management
Colorado
$48K
AssetMark Inc
232
AssetMark Inc
California
$40K -$11.6K -287 -22%
CFA
233
Carroll Financial Associates
North Carolina
$39K
SWA
234
Sutton Wealth Advisors
Florida
$32K
Nomura Asset Management
235
Nomura Asset Management
Japan
$30K +$29.9K +740 New
CFS
236
Commonwealth Financial Services
West Virginia
$28K -$319K -7,880 -92%
AA
237
Ancora Advisors
Ohio
$28K +$28.3K +700 New
DAM
238
Delta Asset Management
Tennessee
$24K
WT
239
Whittier Trust
California
$24K +$202 +5 +0.8%
SGAM
240
Smith Group Asset Management
Texas
$23K
VanEck Associates
241
VanEck Associates
New York
$19K +$3.96K +98 +26%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18.6K +459 New
TCM
243
Tradewinds Capital Management
Washington
$17K
CTC
244
Central Trust Company
Missouri
$16K
AOWM
245
Alpha Omega Wealth Management
Virginia
$16K +$16.2K +400 New
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$16K +$16.2K +400 New
MA
247
MUFG Americas
New York
$15K +$15.3K +378 New
ST
248
Smithfield Trust
Pennsylvania
$12K
NFG
249
Next Financial Group
Texas
$12K +$40 +1 +0.3%
FANJ
250
Financial Architects (New Jersey)
New Jersey
$11K

AVA Hedge Fund Activity: Q4 2016 in Review

262 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2016, worth a combined $1.79B — down 2.7% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVA positions and 17 closed out — a net gain of 19 holders — while 87 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $28.5M. The largest seller was Victory Capital Management, cutting an estimated $17.7M.

  • 262 institutional investors held Avista (AVA) as of Q4 2016, up from 247 in Q3 2016.
  • Funds reported $1.79B of Avista stock for Q4 2016, down 2.7% quarter-over-quarter.
  • 36 funds opened new Avista positions in Q4 2016 and 17 closed out, a net change of +19 holders.
  • The largest Avista buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $28.5M added.
  • The largest Avista seller in Q4 2016 was Victory Capital Management, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2016.