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255 hedge funds and large institutions have $2.27B invested in Avista in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $489K | Put options by funds: $275K

17% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 75

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0.1% more ownership

Funds ownership: 83.21%83.31% (+0.1%)

0% more funds holding

Funds holding: 255255 (0)

8% less capital invested

Capital invested by funds: $2.45B → $2.27B (-$188M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
Holders Change %
0%
% of All Funds
4.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
88
Reduced
75
Closed
26
Calls
$489K
Puts
$275K
Net Calls
+$214K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$8K -$126 -3 -1%
FCA
227
FinTrust Capital Advisors
South Carolina
$8K
GAM
228
Gemmer Asset Management
California
$8K
PP
229
PrairieView Partners
Minnesota
$8K
AF
230
Allworth Financial
California
$8K +$84 +2 +1%
EI
231
Ellevest Inc
New York
$8K +$461 +11 +6%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$8K +$2.68K +64 +43%
CG
233
Cutler Group
California
$7K -$8.38K -200 -50%
QCG
234
Quadrant Capital Group
Ohio
$6K +$1.63K +39 +36%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.87K
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$5K
ST
237
Sageworth Trust
Pennsylvania
$5K
ST
238
Smithfield Trust
Pennsylvania
$5K
TFO
239
Tarbox Family Office
California
$5K
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$5K +$5.45K +130 New
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$3.8K -$83.8K -2,000 -2%
PHK
242
Point72 Hong Kong
Hong Kong
$3K -$197K -4,709 -98%
PA
243
Parallel Advisors
California
$3K +$3.14K +75 New
APA
244
American Portfolios Advisors
New York
$2.46K
Federated Hermes
245
Federated Hermes
Pennsylvania
$2K -$1.26K -30 -37%
KFI
246
Key Financial Inc
Pennsylvania
$2K
CFGS
247
Concourse Financial Group Securities
Alabama
$1K
LC
248
Lindbrook Capital
California
$1K
PWMG
249
Prestige Wealth Management Group
New Jersey
$1K
BCA
250
Berman Capital Advisors
Georgia
$1K +$419 +10 +59%

AVA Hedge Fund Activity: Q3 2021 in Review

255 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2021, worth a combined $2.27B — down 7.6% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AVA positions and 26 closed out — a net gain of 4 holders — while 88 added to existing stakes and 75 trimmed.

The largest buyer was Norges Bank, adding an estimated $19M. The largest seller was Parametric Portfolio Associates, cutting an estimated $9.02M.

  • 255 institutional investors held Avista (AVA) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $2.27B of Avista stock for Q3 2021, down 7.6% quarter-over-quarter.
  • 30 funds opened new Avista positions in Q3 2021 and 26 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q3 2021 was Norges Bank, an estimated $19M added.
  • The largest Avista seller in Q3 2021 was Parametric Portfolio Associates, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2021.