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Avista
AVA

266 hedge funds and large institutions have $2.64B invested in Avista in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 263 → 266 (+3)

0% more capital invested

Capital invested by funds: $2.62B → $2.64B (+$12.2M)

0.24% more ownership

Funds ownership: 81.92% → 82.16% (+0.24%)

12% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 95

Holders
266
Holders Change
+3
Holders Change %
+1.14%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
84
Reduced
95
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$32.1M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$23M
3
State Street
State Street
Massachusetts
+$15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$12.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.73M

Top Sellers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
-$21.6M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$8.69M
3
PCM
Peregrine Capital Management
Minnesota
-$8.54M
4
MPAM
Monarch Partners Asset Management
Massachusetts
-$7.72M
5
CPP
Crow Point Partners
Massachusetts
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
251
Ancora Advisors
Ohio
$5K +$4.76K +100 New
EW
252
Evoke Wealth
California
$4.76K – – –
ST
253
Smithfield Trust
Pennsylvania
$4K – – –
RFA
254
Reilly Financial Advisors
California
$3K – – –
NFG
255
Next Financial Group
Texas
$2K -$148K -3,116 -99%
BCA
256
Berman Capital Advisors
Georgia
$2K – – –
CFGS
257
Concourse Financial Group Securities
Alabama
$2K – – –
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
ASN
259
Advisory Services Network
Georgia
$1K -$8K -168 -92%
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
RMAM
261
Raab & Moskowitz Asset Management
New Jersey
$1K +$1.62K +34 New
TPCW
262
TD Private Client Wealth
New York
$385 +$381 +8 New
SBH
263
Segall Bryant & Hamill
Illinois
– -$21.6M -445,760 Closed
MPAM
264
Monarch Partners Asset Management
Massachusetts
– -$7.72M -159,318 Closed
CPP
265
Crow Point Partners
Massachusetts
– -$6.09M -125,000 Closed
DF
266
Donoghue Forlines
Massachusetts
– -$2.44M -50,433 Closed
PCM
267
Price Capital Management
Louisiana
– -$1.22M -26,153 Closed
Point72 Asset Management
268
Point72 Asset Management
Connecticut
– -$1.23M -25,453 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
269
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$1.15M -23,788 Closed
CIC
270
Cornercap Investment Counsel
Georgia
– -$1M -20,725 Closed
Verition Fund Management
271
Verition Fund Management
Connecticut
– -$1M -20,661 Closed
FAF
272
Första AP-fonden
Sweden
– -$794K -16,400 Closed
QT
273
Quantbot Technologies
New York
– -$775K -16,000 Closed
SDIC
274
South Dakota Investment Council
South Dakota
– -$499K -10,300 Closed
PP
275
Pegasus Partners
Wisconsin
– -$336K -6,928 Closed
8 9 10
11
12

AVA Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2019, worth a combined $2.64B — up 0.47% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AVA positions and 26 closed out — a net gain of 11 holders — while 84 added to existing stakes and 95 trimmed.

The largest buyer was Citigroup, adding an estimated $32.1M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $21.6M sold.

  • 266 institutional investors held Avista (AVA) as of Q4 2019, up from 263 in Q3 2019.
  • Funds reported $2.64B of Avista stock for Q4 2019, up 0.47% quarter-over-quarter.
  • 37 funds opened new Avista positions in Q4 2019 and 26 closed out, a net change of +11 holders.
  • The largest Avista buyer in Q4 2019 was Citigroup, an estimated $32.1M added.
  • The largest Avista seller in Q4 2019 was Segall Bryant & Hamill, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2019.