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330 hedge funds and large institutions have $2.63B invested in Avista in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.01M

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

12% more capital invested

Capital invested by funds: $2.34B → $2.63B (+$292M)

5% more funds holding

Funds holding: 315330 (+15)

0.06% less ownership

Funds ownership: 86.41%86.35% (-0.06%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
109
Reduced
110
Closed
29
Calls
$2.55M
Puts
$1.01M
Net Calls
+$1.53M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
226
Chelsea Counsel Company
California
$225K
BCI
227
Brinker Capital Investments
Pennsylvania
$222K +$217K +5,732 New
OPS
228
Orion Portfolio Solutions
Nebraska
$222K +$217K +5,732 New
IC
229
IEQ Capital
California
$221K +$215K +5,697 New
EWA
230
EP Wealth Advisors
California
$221K +$215K +5,696 New
Corient Private Wealth
231
Corient Private Wealth
Florida
$217K -$20.3K -538 -9%
IFU
232
iSAM Funds (UK)
United Kingdom
$207K +$202K +5,334 New
D.E. Shaw & Co
233
D.E. Shaw & Co
New York
$202K -$1.1M -29,113 -85%
CCM
234
Coldstream Capital Management
Washington
$200K +$195K +5,162 New
TCOV
235
Trust Company of Vermont
Vermont
$197K
VEA
236
Virtus ETF Advisers
New York
$187K -$20.7K -548 -10%
MRC
237
Millburn Ridgefield Corp
New York
$178K +$174K +4,605 New
WSFS
238
Wilmington Savings Fund Society
Delaware
$155K +$151K +4,000 New
CFM
239
Catalyst Funds Management
Australia
$120K +$83.2K +2,200 +244%
TRCT
240
Tower Research Capital (TRC)
New York
$114K -$489K -12,925 -82%
IA
241
IFP Advisors
Florida
$111K
SOW
242
State of Wyoming
Wyoming
$109K +$60K +1,588 +131%
BTI
243
Blue Trust Inc
Georgia
$106K +$98.2K +2,597 +560%
PAS
244
Point72 Asia (Singapore)
Singapore
$99K -$2.42K -64 -2%
CTA
245
Colonial Trust Advisors
South Carolina
$84.9K
Mitsubishi UFJ Trust & Banking
246
Mitsubishi UFJ Trust & Banking
Japan
$82.5K +$80.5K +2,128 New
KBC Group
247
KBC Group
Belgium
$81K +$25.3K +670 +47%
SO
248
STRS Ohio
Ohio
$69.8K +$18.9K +500 +38%
CFGS
249
Concourse Financial Group Securities
Alabama
$68K -$1.02K -27 -2%
SAM
250
Shell Asset Management
Netherlands
$59K +$57.2K +1,512 New

AVA Hedge Fund Activity: Q3 2024 in Review

330 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2024, worth a combined $2.63B — up 12% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVA positions and 29 closed out — a net gain of 18 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $14.3M. The largest seller was Tortoise Capital Advisors, cutting an estimated $13.6M.

  • 330 institutional investors held Avista (AVA) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.63B of Avista stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Avista positions in Q3 2024 and 29 closed out, a net change of +18 holders.
  • The largest Avista buyer in Q3 2024 was Arrowstreet Capital, an estimated $14.3M added.
  • The largest Avista seller in Q3 2024 was Tortoise Capital Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.