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279 hedge funds and large institutions have $2.29B invested in Avista in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $659K | Put options by funds: $237K

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 92

2% more funds holding

Funds holding: 273279 (+6)

0.53% more ownership

Funds ownership: 84.2%84.73% (+0.53%)

14% less capital invested

Capital invested by funds: $2.65B → $2.29B (-$362M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
104
Reduced
92
Closed
25
Calls
$659K
Puts
$237K
Net Calls
+$422K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
251
Parkside Financial Bank & Trust
Missouri
$7K -$335 -8 -4%
PP
252
PrairieView Partners
Minnesota
$7K
WFA
253
Wipfli Financial Advisors
Wisconsin
$5K +$6.19K +148 New
Bessemer Group
254
Bessemer Group
New Jersey
$4K -$12.1K -289 -74%
CIM
255
Contravisory Investment Management
Massachusetts
$4K
ST
256
Smithfield Trust
Pennsylvania
$4K
APA
257
American Portfolios Advisors
New York
$3.48K +$1.09K +26 +38%
BIA
258
Bell Investment Advisors
California
$3K -$1.55K -37 -35%
CFGS
259
Concourse Financial Group Securities
Alabama
$3K
HI
260
Harbour Investments
Wisconsin
$3K
PA
261
Parallel Advisors
California
$3K +$3.39K +81 New
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$2K -$7.53K -180 -72%
KFI
263
Key Financial Inc
Pennsylvania
$2K
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.05K +49 New
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.05K +49 +306%
DFCM
266
Dark Forest Capital Management
Puerto Rico
$2K +$2.51K +60 New
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$1.02K -$976K -23,319 -48%
JWA
268
JFS Wealth Advisors
Pennsylvania
$1K -$293 -7 -22%
Federated Hermes
269
Federated Hermes
Pennsylvania
$1K -$167 -4 -11%
SC
270
Schubert & Co
Texas
$1K -$42 -1 -6%
GRP
271
Global Retirement Partners
California
$1K
PWMG
272
Prestige Wealth Management Group
New Jersey
$1K
HCP
273
Hexagon Capital Partners
Arkansas
$1K +$586 +14 New
MCC
274
Money Concepts Capital
Florida
$1K +$837 +20 New
GWS
275
Glassman Wealth Services
Virginia
$1K +$1.17K +28 New

AVA Hedge Fund Activity: Q3 2022 in Review

279 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2022, worth a combined $2.29B — down 14% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVA positions and 25 closed out — a net gain of 9 holders — while 104 added to existing stakes and 92 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $17.6M. The largest seller was Millennium Management, cutting an estimated $18.9M.

  • 279 institutional investors held Avista (AVA) as of Q3 2022, up from 273 in Q2 2022.
  • Funds reported $2.29B of Avista stock for Q3 2022, down 14% quarter-over-quarter.
  • 34 funds opened new Avista positions in Q3 2022 and 25 closed out, a net change of +9 holders.
  • The largest Avista buyer in Q3 2022 was Victory Capital Management, an estimated $17.6M added.
  • The largest Avista seller in Q3 2022 was Millennium Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2022.