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266 hedge funds and large institutions have $2.16B invested in Avista in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

22% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 83

2% more funds holding

Funds holding: 262266 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.98% less ownership

Funds ownership: 90.18%87.2% (-3%)

19% less capital invested

Capital invested by funds: $2.68B → $2.16B (-$521M)

43% less call options, than puts

Call options by funds: $388K | Put options by funds: $680K

Holders
266
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
101
Reduced
83
Closed
32
Calls
$388K
Puts
$680K
Net Calls
-$292K
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Harbour Investments
Wisconsin
$2.69K +$36 +1 +1%
GRP
252
Global Retirement Partners
California
$2.66K -$179 -5 -6%
KFI
253
Key Financial Inc
Pennsylvania
$2.01K -$3.39K -95 -61%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$1.23K -$11.5K -322 -89%
FFA
255
Farther Finance Advisors
California
$1.17K +$822 +23 +177%
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$1.1K -$1.29K -36 -51%
Federated Hermes
257
Federated Hermes
Pennsylvania
$680 -$357 -10 -32%
PWMG
258
Prestige Wealth Management Group
New Jersey
$648
ECM
259
Everence Capital Management
Indiana
$519 -$88.2K -2,470 -13%
AF
260
Advisornet Financial
Minnesota
$453 +$36 +1 +8%
AWM
261
Abound Wealth Management
Tennessee
$357
SIC
262
SJS Investment Consulting
Ohio
$357 +$71 +2 +22%
PBK
263
Peoples Bank (Kansas)
Kansas
$323 +$357 +10 New
JWA
264
JFS Wealth Advisors
Pennsylvania
$130 -$1.22K -34 -89%
MCM
265
Manchester Capital Management
Vermont
$98 +$107 +3 New
HNB
266
Huntington National Bank
Ohio
$65
AM
267
AGF Management
Ontario, Canada
-$3.28M -83,547 Closed
Holocene Advisors
268
Holocene Advisors
New York
-$865K -22,028 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
269
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$741K -18,865 Closed
EI
270
Ethic Inc
New York
-$619K -15,758 Closed
VIA
271
Virtus Investment Advisers
Connecticut
-$502K -12,779 Closed
Assenagon Asset Management
272
Assenagon Asset Management
Luxembourg
-$477K -12,139 Closed
Bank of Nova Scotia
273
Bank of Nova Scotia
Ontario, Canada
-$372K -9,478 Closed
I
274
InceptionR
California
-$264K -6,735 Closed
ZIM
275
Zacks Investment Management
Illinois
-$246K -6,269 Closed

AVA Hedge Fund Activity: Q3 2023 in Review

266 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2023, worth a combined $2.16B — down 19% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new AVA positions and 32 closed out — a net gain of 8 holders — while 101 added to existing stakes and 83 trimmed.

The largest buyer was BlackRock, adding an estimated $18.8M. The largest seller was State Street, cutting an estimated $267M.

  • 266 institutional investors held Avista (AVA) as of Q3 2023, up from 262 in Q2 2023.
  • Funds reported $2.16B of Avista stock for Q3 2023, down 19% quarter-over-quarter.
  • 40 funds opened new Avista positions in Q3 2023 and 32 closed out, a net change of +8 holders.
  • The largest Avista buyer in Q3 2023 was BlackRock, an estimated $18.8M added.
  • The largest Avista seller in Q3 2023 was State Street, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2023.