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288 hedge funds and large institutions have $2.43B invested in Avista in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $2.16B → $2.43B (+$271M)

11% more call options, than puts

Call options by funds: $372K | Put options by funds: $336K

8% more funds holding

Funds holding: 266288 (+22)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.7% more ownership

Funds ownership: 87.2%87.9% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
288
Holders Change
+22
Holders Change %
+8.27%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
96
Reduced
94
Closed
27
Calls
$372K
Puts
$336K
Net Calls
+$36K
Net Calls Change
+$328K
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
251
Brown Brothers Harriman & Co
New York
$9.83K
BCMLT
252
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.61K
PO
253
Private Ocean
California
$9.4K
AF
254
Allworth Financial
California
$8.3K +$203 +6 +3%
GWMIA
255
Global Wealth Management Investment Advisory
Florida
$8.04K
BIA
256
Bell Investment Advisors
California
$7.86K -$102 -3 -1%
CAL
257
Capital Advisors Ltd
Ohio
$6K +$5.59K +165 New
S
258
SignatureFD
Georgia
$4.65K -$5.18K -153 -54%
FFO
259
Fortitude Family Office
Arizona
$4.18K +$3.96K +117 New
PP
260
Pacifica Partners
Canada
$4.17K
HCP
261
Hexagon Capital Partners
Arkansas
$4.11K -$3.39K -100 -47%
ST
262
Smithfield Trust
Pennsylvania
$4K
S
263
Sachetta
Massachusetts
$3.97K +$3.76K +111 New
CFS
264
CGC Financial Services
Oregon
$3.57K
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$3.25K +$1.93K +57 +168%
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$3.2K
NA
267
NewEdge Advisors
Louisiana
$3.15K -$237 -7 -7%
PA
268
Parallel Advisors
California
$3.04K +$2.88K +85 New
GWS
269
Glassman Wealth Services
Virginia
$2.9K +$2.74K +81 New
GRP
270
Global Retirement Partners
California
$2.51K -$339 -10 -12%
FFA
271
Farther Finance Advisors
California
$2.5K +$1.15K +34 +94%
GI
272
GAMMA Investing
California
$2.48K +$2.47K +73 New
CJ
273
Caitlin John
Michigan
$2.28K +$2.17K +64 New
KFI
274
Key Financial Inc
Pennsylvania
$2.22K
BTI
275
Blue Trust Inc
Georgia
$2K -$6.44K -190 -75%

AVA Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2023, worth a combined $2.43B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AVA positions and 27 closed out — a net gain of 23 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was Jupiter Asset Management, cutting an estimated $14.1M.

  • 288 institutional investors held Avista (AVA) as of Q4 2023, up from 266 in Q3 2023.
  • Funds reported $2.43B of Avista stock for Q4 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Avista positions in Q4 2023 and 27 closed out, a net change of +23 holders.
  • The largest Avista buyer in Q4 2023 was Morgan Stanley, an estimated $54.1M added.
  • The largest Avista seller in Q4 2023 was Jupiter Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.