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Avista
AVA

261 hedge funds and large institutions have $2.53B invested in Avista in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 71 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $591K | Put options by funds: $327K

44% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 71

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

12% more capital invested

Capital invested by funds: $2.27B → $2.53B (+$262M)

2% more funds holding

Funds holding: 255 → 261 (+6)

0.84% more ownership

Funds ownership: 83.31% → 84.16% (+0.84%)

Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
4.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
102
Reduced
71
Closed
34
Calls
$591K
Puts
$327K
Net Calls
+$264K
Net Calls Change
+$50K

Top Buyers

Rank Fund Capital Flow
1
NI
Nuance Investments
Missouri
+$21.8M
2
WHG
Westwood Holdings Group
Texas
+$11.3M
3
PCM
Peregrine Capital Management
Minnesota
+$10.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10M
5
KCM
Kennedy Capital Management
Missouri
+$8.11M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$15.8M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$9.18M
3
Norges Bank
Norges Bank
Norway
-$5.11M
4
FWC
First Washington Corp
Washington
-$4.77M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$9K -$3.62K -90 -30%
EWA
227
EverSource Wealth Advisors
Alabama
$9K +$8.97K +223 New
PFBT
228
Parkside Financial Bank & Trust
Missouri
$8K -$644 -16 -8%
FCA
229
FinTrust Capital Advisors
South Carolina
$8K – – –
PP
230
PrairieView Partners
Minnesota
$8K – – –
EI
231
Ellevest Inc
New York
$8K +$40 +1 +0.5%
AF
232
Allworth Financial
California
$8K +$80 +2 +1%
QCG
233
Quadrant Capital Group
Ohio
$8K +$1.29K +32 +22%
NFG
234
Next Financial Group
Texas
$8K +$7.88K +196 New
UB
235
UMB Bank
Missouri
$8K +$8.04K +200 New
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
ST
237
Smithfield Trust
Pennsylvania
$5K – – –
TFO
238
Tarbox Family Office
California
$5K – – –
OF
239
Outfitter Financial
Maine
$5K +$4.83K +120 New
DWA
240
Delos Wealth Advisors
Texas
$5K +$5.19K +129 New
HR
241
Howe & Rusling
New York
$4K +$4.02K +100 New
STCOSD
242
Sageworth Trust Company of South Dakota
South Dakota
$4K +$4.06K +101 New
APA
243
American Portfolios Advisors
New York
$3.1K +$402 +10 +16%
HI
244
Harbour Investments
Wisconsin
$3K -$43.5K -1,082 -93%
KFI
245
Key Financial Inc
Pennsylvania
$3K – – –
BIA
246
Bell Investment Advisors
California
$3K +$2.82K +70 New
Federated Hermes
247
Federated Hermes
Pennsylvania
$2K +$201 +5 +10%
SFM
248
Signet Financial Management
New Jersey
$2K +$2.09K +52 New
Manulife (Manufacturers Life Insurance)
249
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.51K -$80 -2 -0%
Canada Pension Plan Investment Board
250
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$1.25M -31,000 -100%
8 9
10
11 12

AVA Hedge Fund Activity: Q4 2021 in Review

261 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2021, worth a combined $2.53B — up 12% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVA positions and 34 closed out — a net gain of 10 holders — while 102 added to existing stakes and 71 trimmed.

The largest buyer was Nuance Investments, adding an estimated $21.8M. The largest seller was BlackRock, cutting an estimated $15.8M.

  • 261 institutional investors held Avista (AVA) as of Q4 2021, up from 255 in Q3 2021.
  • Funds reported $2.53B of Avista stock for Q4 2021, up 12% quarter-over-quarter.
  • 44 funds opened new Avista positions in Q4 2021 and 34 closed out, a net change of +10 holders.
  • The largest Avista buyer in Q4 2021 was Nuance Investments, an estimated $21.8M added.
  • The largest Avista seller in Q4 2021 was BlackRock, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2021.