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266 hedge funds and large institutions have $2.12B invested in Avista in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 101 increasing their positions, 63 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 63

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

6% more funds holding

Funds holding: 251266 (+15)

2.93% more ownership

Funds ownership: 76.58%79.51% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.13B → $2.12B (-$10.9M)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
101
Reduced
63
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
226
Loomis, Sayles & Company
Massachusetts
$25K +$25.4K +617 New
DAM
227
Delta Asset Management
Tennessee
$24K
RFC
228
Regions Financial Corp
Alabama
$22K
LC
229
Lindbrook Capital
California
$21K
AF
230
Allworth Financial
California
$19K +$41 +1 +0.2%
CTC
231
Central Trust Company
Missouri
$16K
AOWM
232
Alpha Omega Wealth Management
Virginia
$12K
FANJ
233
Financial Architects (New Jersey)
New Jersey
$12K
PO
234
Private Ocean
California
$11K
S
235
SignatureFD
Georgia
$11K +$11K +268 New
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
OIA
237
OneDigital Investment Advisors
Kansas
$9K
CAM
238
Cresset Asset Management
Illinois
$9K +$7.28K +177 +361%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$8.12K
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$8K -$452 -11 -6%
GAM
241
Gemmer Asset Management
California
$8K
PA
242
Parallel Advisors
California
$7K +$3K +73 +75%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$7K +$6.99K +170 New
SCM
244
Shelton Capital Management
Colorado
$6.59K -$260K -6,321 -96%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$6.05K -$370 -9 -6%
AssetMark Inc
246
AssetMark Inc
California
$6K -$9.08K -221 -59%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.75K +140 New
FCA
248
FinTrust Capital Advisors
South Carolina
$4K -$37.9K -921 -90%
TC
249
Trust Company
Kansas
$4K
PFBT
250
Parkside Financial Bank & Trust
Missouri
$4K +$2.26K +55 +125%

AVA Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2019, worth a combined $2.12B — down 0.51% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AVA positions and 38 closed out — a net gain of 16 holders — while 101 added to existing stakes and 63 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $41.4M. The largest seller was Magnetar Financial, cutting an estimated $113M.

  • 266 institutional investors held Avista (AVA) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $2.12B of Avista stock for Q1 2019, down 0.51% quarter-over-quarter.
  • 54 funds opened new Avista positions in Q1 2019 and 38 closed out, a net change of +16 holders.
  • The largest Avista buyer in Q1 2019 was Acadian Asset Management, an estimated $41.4M added.
  • The largest Avista seller in Q1 2019 was Magnetar Financial, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2019.