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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
PA
251
Parallel Advisors
California
$3.44K
MFT
252
Moisand Fitzgerald Tamayo
Florida
$3.18K
PFPT
253
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.14K
RTL
254
Red Tortoise LLC
Georgia
$2.72K +$2.65K +64 New
KFI
255
Key Financial Inc
Pennsylvania
$2.63K
JWA
256
JFS Wealth Advisors
Pennsylvania
$1.61K +$248 +6 +19%
Federated Hermes
257
Federated Hermes
Pennsylvania
$1.53K -$83 -2 -5%
GRP
258
Global Retirement Partners
California
$1.44K +$538 +13 +65%
SFG
259
Steward Financial Group
Texas
$1K +$1.2K +29 +322%
PWMG
260
Prestige Wealth Management Group
New Jersey
$849
ECM
261
Everence Capital Management
Indiana
$785
BIA
262
Bell Investment Advisors
California
$552 -$3.19K -77 -86%
FFA
263
Farther Finance Advisors
California
$552
AF
264
Advisornet Financial
Minnesota
$552 +$41 +1 +8%
SC
265
Schubert & Co
Texas
$552 +$124 +3 +30%
SIC
266
SJS Investment Consulting
Ohio
$510 +$83 +2 +20%
Commonwealth Equity Services
267
Commonwealth Equity Services
Massachusetts
$435 +$31.2K +753 +8%
DI
268
Disciplined Investments
Oklahoma
$425 +$41 +1 +11%
HNB
269
Huntington National Bank
Ohio
$85
Mitsubishi UFJ Trust & Banking
270
Mitsubishi UFJ Trust & Banking
Japan
-$41.7M -940,321 Closed
ECM
271
ExodusPoint Capital Management
New York
-$18.5M -417,759 Closed
E
272
Ergoteles
New York
-$18.3M -412,364 Closed
RP
273
Reinhart Partners
Wisconsin
-$15.1M -339,535 Closed
HF
274
HRT Financial
New York
-$14.7M -331,284 Closed
Schroder Investment Management Group
275
Schroder Investment Management Group
United Kingdom
-$9.06M -204,222 Closed

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.