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253 hedge funds and large institutions have $2.38B invested in Avista in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 63 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 63

12% more capital invested

Capital invested by funds: $2.12B → $2.38B (+$259M)

1.7% more ownership

Funds ownership: 79.51%81.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 266253 (-13)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

Holders
253
Holders Change
-13
Holders Change %
-4.89%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
99
Reduced
63
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
OneDigital Investment Advisors
Kansas
$10K
PCG
227
Private Capital Group
Connecticut
$9K -$34.4K -808 -82%
GAM
228
Gemmer Asset Management
California
$9K
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$9K
AssetMark Inc
230
AssetMark Inc
California
$9K +$2.3K +54 +35%
SIM
231
Sonora Investment Management
Arizona
$9K +$8.99K +211 New
TFO
232
Tarbox Family Office
California
$8K +$7.33K +172 New
TRCT
233
Tower Research Capital (TRC)
New York
$8K +$7.37K +173 New
ASN
234
Advisory Services Network
Georgia
$8K +$7.79K +183 New
RCAG
235
Rehmann Capital Advisory Group
Michigan
$6.64K
RIA
236
Realta Investment Advisors
Delaware
$6K +$5.32K +125 New
FCB
237
First Command Bank
Texas
$5K
FCFS
238
First Command Financial Services
Texas
$5K
PFBT
239
Parkside Financial Bank & Trust
Missouri
$4K
TC
240
Trust Company
Kansas
$4K
APA
241
American Portfolios Advisors
New York
$3.48K +$1.06K +25 +47%
RFA
242
Reilly Financial Advisors
California
$3K
ST
243
Smithfield Trust
Pennsylvania
$3K
CAW
244
Cornerstone Advisors (Washington)
Washington
$3K +$2.77K +65 New
BCA
245
Berman Capital Advisors
Georgia
$2K
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$2K
CFGS
247
Concourse Financial Group Securities
Alabama
$1K
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$1K
GT
249
Glenmede Trust
Pennsylvania
$16
MF
250
Magnetar Financial
Illinois
-$11.6M -284,566 Closed

AVA Hedge Fund Activity: Q2 2019 in Review

253 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2019, worth a combined $2.38B — up 12% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AVA and 35 opened new positions — a net loss of 9 holders — while 63 trimmed existing stakes and 99 added.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $21.7M. The largest seller was AQR Arbitrage, cutting an estimated $37.5M.

  • 253 institutional investors held Avista (AVA) as of Q2 2019, down from 266 in Q1 2019.
  • Funds reported $2.38B of Avista stock for Q2 2019, up 12% quarter-over-quarter.
  • 35 funds opened new Avista positions in Q2 2019 and 44 closed out, a net change of -9 holders.
  • The largest Avista buyer in Q2 2019 was Westwood Holdings Group, an estimated $21.7M added.
  • The largest Avista seller in Q2 2019 was AQR Arbitrage, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2019.