We are live on ! Find out more

263 hedge funds and large institutions have $2.62B invested in Avista in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $2.38B → $2.62B (+$242M)

4% more funds holding

Funds holding: 253263 (+10)

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

0.71% more ownership

Funds ownership: 81.21%81.92% (+0.71%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
84
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
226
Lindbrook Capital
California
$25K
FIB
227
First Interstate Bank
Montana
$24K +$23.2K +500 New
AF
228
Allworth Financial
California
$23K +$46 +1 +0.2%
FHA
229
First Horizon Advisors
Tennessee
$21K
C
230
Cerebellum
California
$20K +$3.86K +83 +25%
SFS
231
Sowell Financial Services
Arkansas
$20K +$19.4K +417 New
CTC
232
Central Trust Company
Missouri
$19K
FANJ
233
Financial Architects (New Jersey)
New Jersey
$14K
PO
234
Private Ocean
California
$13K
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K
SIM
236
Sonora Investment Management
Arizona
$10K
GAM
237
Gemmer Asset Management
California
$9K
AssetMark Inc
238
AssetMark Inc
California
$8K -$1.67K -36 -17%
ASN
239
Advisory Services Network
Georgia
$8K
TFO
240
Tarbox Family Office
California
$8K
RCAG
241
Rehmann Capital Advisory Group
Michigan
$7.22K
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$7K -$5.3K -114 -45%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$5K -$4.65K -100 -50%
FCB
244
First Command Bank
Texas
$5K
FCFS
245
First Command Financial Services
Texas
$5K
PFBT
246
Parkside Financial Bank & Trust
Missouri
$5K
TC
247
Trust Company
Kansas
$5K
EW
248
Evoke Wealth
California
$4.79K +$4.6K +99 New
ST
249
Smithfield Trust
Pennsylvania
$4K
Simplex Trading
250
Simplex Trading
Illinois
$4K +$4.65K +100 New

AVA Hedge Fund Activity: Q3 2019 in Review

263 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2019, worth a combined $2.62B — up 10% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AVA positions and 23 closed out — a net gain of 10 holders — while 84 added to existing stakes and 79 trimmed.

The largest buyer was Mitsubishi UFJ Trust & Banking, opening a new position worth an estimated $78.7M. The largest seller was AQR Arbitrage, exiting entirely with an estimated $35.6M sold.

  • 263 institutional investors held Avista (AVA) as of Q3 2019, up from 253 in Q2 2019.
  • Funds reported $2.62B of Avista stock for Q3 2019, up 10% quarter-over-quarter.
  • 33 funds opened new Avista positions in Q3 2019 and 23 closed out, a net change of +10 holders.
  • The largest Avista buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $78.7M added.
  • The largest Avista seller in Q3 2019 was AQR Arbitrage, an estimated $35.6M sold.

Based on aggregated 13F filings for Q3 2019.