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269 hedge funds and large institutions have $2.31B invested in Avista in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

1% more funds holding

Funds holding: 266269 (+3)

1.38% less ownership

Funds ownership: 82.16%80.78% (-1.4%)

12% less capital invested

Capital invested by funds: $2.64B → $2.31B (-$329M)

18% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 93

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
5.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
76
Reduced
93
Closed
38
Calls
$370K
Puts
Net Calls
+$370K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
SignatureFD
Georgia
$3K -$11.1K -230 -74%
ST
252
Smithfield Trust
Pennsylvania
$3K
KFI
253
Key Financial Inc
Pennsylvania
$3K +$2.98K +62 New
TWA
254
TCI Wealth Advisors
Arizona
$3K +$3.42K +71 New
FHA
255
First Horizon Advisors
Tennessee
$2K -$17.9K -373 -85%
AssetMark Inc
256
AssetMark Inc
California
$2K -$6.11K -127 -71%
AA
257
Ancora Advisors
Ohio
$2K -$2.41K -50 -50%
BCA
258
Berman Capital Advisors
Georgia
$2K
RFA
259
Reilly Financial Advisors
California
$2K
SF
260
Synovus Financial
Georgia
$2K +$1.97K +41 New
ASN
261
Advisory Services Network
Georgia
$1K
CFGS
262
Concourse Financial Group Securities
Alabama
$1K
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PWMG
264
Prestige Wealth Management Group
New Jersey
$1K +$962 +20 New
TPCW
265
TD Private Client Wealth
New York
$340
FGAM
266
Financial Gravity Asset Management
Texas
$197
DIA
267
Dean Investment Associates
Ohio
-$4.45M -92,460 Closed
KPF
268
K2 Principal Fund
Ontario, Canada
-$3.75M -77,885 Closed
PI
269
PineBridge Investments
New York
-$1.29M -26,810 Closed
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
-$993K -20,640 Closed
DCM
271
Dean Capital Management
Kansas
-$942K -19,585 Closed
SFI
272
Susquehanna Fundamental Investments
Pennsylvania
-$697K -14,500 Closed
AC
273
Arjuna Capital
North Carolina
-$627K -13,038 Closed
Stifel Financial
274
Stifel Financial
Missouri
-$558K -11,534 Closed
CEP
275
Chicago Equity Partners
Illinois
-$516K -10,725 Closed

AVA Hedge Fund Activity: Q1 2020 in Review

269 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2020, worth a combined $2.31B — down 12% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVA positions and 38 closed out — a net gain of 6 holders — while 76 added to existing stakes and 93 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $20.3M. The largest seller was Citigroup, cutting an estimated $34.2M.

  • 269 institutional investors held Avista (AVA) as of Q1 2020, up from 266 in Q4 2019.
  • Funds reported $2.31B of Avista stock for Q1 2020, down 12% quarter-over-quarter.
  • 44 funds opened new Avista positions in Q1 2020 and 38 closed out, a net change of +6 holders.
  • The largest Avista buyer in Q1 2020 was Victory Capital Management, an estimated $20.3M added.
  • The largest Avista seller in Q1 2020 was Citigroup, an estimated $34.2M sold.

Based on aggregated 13F filings for Q1 2020.