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266 hedge funds and large institutions have $2.64B invested in Avista in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 263266 (+3)

0% more capital invested

Capital invested by funds: $2.62B → $2.64B (+$12.2M)

0.24% more ownership

Funds ownership: 81.92%82.16% (+0.24%)

12% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 95

Holders
266
Holders Change
+3
Holders Change %
+1.14%
% of All Funds
5.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
84
Reduced
95
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
226
First Interstate Bank
Montana
$24K
GDP
227
Great Diamond Partners
Maine
$23K +$23.3K +489 New
FHA
228
First Horizon Advisors
Tennessee
$21K -$333 -7 -2%
CTC
229
Central Trust Company
Missouri
$19K
S
230
SignatureFD
Georgia
$15K -$15K -315 -50%
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$15K +$14.5K +304 New
LC
232
Lindbrook Capital
California
$14K -$11K -230 -44%
FANJ
233
Financial Architects (New Jersey)
New Jersey
$14K
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$14K +$13.7K +288 New
PO
235
Private Ocean
California
$13K
PCM
236
Peregrine Capital Management
Minnesota
$12K -$8.54M -179,345 -100%
GWMIA
237
Global Wealth Management Investment Advisory
Florida
$11K +$10.7K +225 New
SIM
238
Sonora Investment Management
Arizona
$10K
AF
239
Allworth Financial
California
$9K -$14.2K -298 -62%
GAM
240
Gemmer Asset Management
California
$9K
AssetMark Inc
241
AssetMark Inc
California
$9K +$333 +7 +4%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$9K +$2.67K +56 +40%
TFO
243
Tarbox Family Office
California
$8K
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.21K -$4.76K -100 -40%
FCB
245
First Command Bank
Texas
$5K
FCFS
246
First Command Financial Services
Texas
$5K
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$5K
PFBT
248
Parkside Financial Bank & Trust
Missouri
$5K
TC
249
Trust Company
Kansas
$5K
OPS
250
Orion Portfolio Solutions
Nebraska
$5K +$4.57K +96 New

AVA Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2019, worth a combined $2.64B — up 0.47% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AVA positions and 26 closed out — a net gain of 11 holders — while 84 added to existing stakes and 95 trimmed.

The largest buyer was Citigroup, adding an estimated $32.1M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $21.6M sold.

  • 266 institutional investors held Avista (AVA) as of Q4 2019, up from 263 in Q3 2019.
  • Funds reported $2.64B of Avista stock for Q4 2019, up 0.47% quarter-over-quarter.
  • 37 funds opened new Avista positions in Q4 2019 and 26 closed out, a net change of +11 holders.
  • The largest Avista buyer in Q4 2019 was Citigroup, an estimated $32.1M added.
  • The largest Avista seller in Q4 2019 was Segall Bryant & Hamill, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2019.