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251 hedge funds and large institutions have $2.77B invested in Avista in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $344K

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

19% more capital invested

Capital invested by funds: $2.33B → $2.77B (+$439M)

6% more funds holding

Funds holding: 237251 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 84.66%84.35% (-0.31%)

5% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 82

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
78
Reduced
82
Closed
23
Calls
$1.14M
Puts
$344K
Net Calls
+$794K
Net Calls Change
+$437K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$7.08K +$6.09K +148 New
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$7K
FHC
228
First Horizon Corporation
Tennessee
$7K +$5.81K +141 +940%
ST
229
Smithfield Trust
Pennsylvania
$6K
TFO
230
Tarbox Family Office
California
$6K
PFBT
231
Parkside Financial Bank & Trust
Missouri
$6K +$412 +10 +8%
NIC
232
Northwest Investment Counselors
Oregon
$6K +$4.94K +120 New
SWG
233
Summit Wealth Group
Vermont
$6K +$5.15K +125 New
QCG
234
Quadrant Capital Group
Ohio
$5K +$1.32K +32 +43%
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$4.66K -$290K -7,030 -7%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.5K +85 New
Simplex Trading
237
Simplex Trading
Illinois
$4K +$4.12K +100 New
AssetMark Inc
238
AssetMark Inc
California
$3K
KFI
239
Key Financial Inc
Pennsylvania
$3K
AIG
240
American International Group
New York
$2.19K -$19.5K -474 -1%
APA
241
American Portfolios Advisors
New York
$1.48K +$1.28K +31 New
LC
242
Lindbrook Capital
California
$1K
PWMG
243
Prestige Wealth Management Group
New Jersey
$1K
CFGS
244
Concourse Financial Group Securities
Alabama
$1K +$206 +5 +25%
SWM
245
Spire Wealth Management
Virginia
$1K +$1.03K +25 New
TPCW
246
TD Private Client Wealth
New York
$382
Acadian Asset Management
247
Acadian Asset Management
Massachusetts
-$9.04M -225,245 Closed
TD Asset Management
248
TD Asset Management
Ontario, Canada
-$2.81M -70,000 Closed
LSC
249
Lesa Sroufe & Co
Washington
-$1.63M -40,491 Closed
VEA
250
Virtus ETF Advisers
New York
-$1.61M -40,193 Closed

AVA Hedge Fund Activity: Q1 2021 in Review

251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2021, worth a combined $2.77B — up 19% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AVA positions and 23 closed out — a net gain of 15 holders — while 78 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $58.6M.

  • 251 institutional investors held Avista (AVA) as of Q1 2021, up from 237 in Q4 2020.
  • Funds reported $2.77B of Avista stock for Q1 2021, up 19% quarter-over-quarter.
  • 38 funds opened new Avista positions in Q1 2021 and 23 closed out, a net change of +15 holders.
  • The largest Avista buyer in Q1 2021 was BlackRock, an estimated $23.6M added.
  • The largest Avista seller in Q1 2021 was Mitsubishi UFJ Trust & Banking, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2021.