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269 hedge funds and large institutions have $2.9B invested in Avista in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $611K | Put options by funds: $183K

1.58% more ownership

Funds ownership: 89.43%91.01% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 94

1% more capital invested

Capital invested by funds: $2.86B → $2.9B (+$35.5M)

7% less funds holding

Funds holding: 289269 (-20)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

Holders
269
Holders Change
-20
Holders Change %
-6.92%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
97
Reduced
94
Closed
41
Calls
$611K
Puts
$183K
Net Calls
+$428K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
226
Princeton Global Asset Management
New Jersey
$21.2K
Cohen & Steers
227
Cohen & Steers
New York
$21K
TWA
228
TCI Wealth Advisors
Arizona
$20.5K
BTI
229
Blue Trust Inc
Georgia
$18K +$3.4K +82 +25%
BAM
230
Bellevue Asset Management
Washington
$17.5K
CTC
231
Central Trust Company
Missouri
$17K
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$16.7K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$15.2K +$12.4K +300 +526%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$14.8K +$3.93K +95 +38%
S
235
SignatureFD
Georgia
$14.5K
GI
236
Gradient Investments
Minnesota
$14.1K
BCMLT
237
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.6K
SCA
238
Stonebridge Capital Advisors
Minnesota
$11.2K +$11K +265 New
PO
239
Private Ocean
California
$11.2K
AAS
240
Ameritas Advisory Services
Nebraska
$9.76K +$9.52K +230 New
AF
241
Allworth Financial
California
$9.25K +$83 +2 +0.9%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$8.28K
PP
243
PrairieView Partners
Minnesota
$8K
HCP
244
Hexagon Capital Partners
Arkansas
$7.22K +$3.27K +79 +87%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$5.94K
PP
246
Pacifica Partners
Canada
$5.25K +$4.97K +120 New
ST
247
Smithfield Trust
Pennsylvania
$5K
CFGS
248
Concourse Financial Group Securities
Alabama
$4.97K +$2.69K +65 +125%
CIM
249
Contravisory Investment Management
Massachusetts
$4.63K
HI
250
Harbour Investments
Wisconsin
$3.45K +$41 +1 +1%

AVA Hedge Fund Activity: Q1 2023 in Review

269 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2023, worth a combined $2.9B — up 1.2% from $2.86B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVA and 26 opened new positions — a net loss of 15 holders — while 94 trimmed existing stakes and 97 added.

The largest buyer was State Street, adding an estimated $348M. The largest seller was Millennium Management, cutting an estimated $95M.

  • 269 institutional investors held Avista (AVA) as of Q1 2023, down from 289 in Q4 2022.
  • Funds reported $2.9B of Avista stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q1 2023 and 41 closed out, a net change of -15 holders.
  • The largest Avista buyer in Q1 2023 was State Street, an estimated $348M added.
  • The largest Avista seller in Q1 2023 was Millennium Management, an estimated $95M sold.

Based on aggregated 13F filings for Q1 2023.