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330 hedge funds and large institutions have $2.63B invested in Avista in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.01M

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

12% more capital invested

Capital invested by funds: $2.34B → $2.63B (+$292M)

5% more funds holding

Funds holding: 315330 (+15)

0.06% less ownership

Funds ownership: 86.41%86.35% (-0.06%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
109
Reduced
110
Closed
29
Calls
$2.55M
Puts
$1.01M
Net Calls
+$1.53M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
251
Bartlett & Co Wealth Management
Ohio
$58.1K
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$54.3K -$4.12K -109 -7%
VCM
253
Versant Capital Management
Arizona
$46.7K +$529 +14 +1%
QCG
254
Quadrant Capital Group
Ohio
$44.2K
AAP
255
Arax Advisory Partners
Colorado
$39K
HSA
256
Hussman Strategic Advisors
Maryland
$38.8K
WAM
257
Wolverine Asset Management
Illinois
$37.5K
EWA
258
EverSource Wealth Advisors
Alabama
$34.9K +$1.32K +35 +4%
Nomura Asset Management
259
Nomura Asset Management
Japan
$34.9K
CMA
260
Cedar Mountain Advisors
Oregon
$29.8K
FP
261
Financial Perspectives
Minnesota
$29.8K
CPA
262
Capital Performance Advisors
California
$29.1K +$28.4K +752 New
SWM
263
Sanctuary Wealth Management
Idaho
$28K +$27.3K +722 New
GRP
264
Global Retirement Partners
California
$25.9K +$189 +5 +0.8%
NFSG
265
Newbridge Financial Services Group
Florida
$25.4K +$24.7K +654 New
W
266
WealthCollab
Washington
$24.3K
PHK
267
Point72 Hong Kong
Hong Kong
$24.2K -$1.58M -41,818 -99%
DAM
268
Delta Asset Management
Tennessee
$23.3K
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$23.2K +$983 +26 +5%
PGAM
270
Princeton Global Asset Management
New Jersey
$19.4K
Bessemer Group
271
Bessemer Group
New Jersey
$18K -$13.4K -354 -43%
AF
272
Advisornet Financial
Minnesota
$17.8K +$16.7K +442 +2,600%
EB
273
Eastern Bank
Massachusetts
$17.4K +$17K +450 New
MG
274
Mather Group
Illinois
$15.5K -$18.9K -500 -56%
IWP
275
IAG Wealth Partners
Wisconsin
$15.5K -$10.2K -270 -40%

AVA Hedge Fund Activity: Q3 2024 in Review

330 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2024, worth a combined $2.63B — up 12% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVA positions and 29 closed out — a net gain of 18 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $14.3M. The largest seller was Tortoise Capital Advisors, cutting an estimated $13.6M.

  • 330 institutional investors held Avista (AVA) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.63B of Avista stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Avista positions in Q3 2024 and 29 closed out, a net change of +18 holders.
  • The largest Avista buyer in Q3 2024 was Arrowstreet Capital, an estimated $14.3M added.
  • The largest Avista seller in Q3 2024 was Tortoise Capital Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.