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332 hedge funds and large institutions have $2.54B invested in Avista in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $615K

20% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 100

1.5% more ownership

Funds ownership: 86.35%87.85% (+1.5%)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

1% more funds holding

Funds holding: 330332 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.63B → $2.54B (-$87.1M)

Holders
332
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
120
Reduced
100
Closed
45
Calls
$1.6M
Puts
$615K
Net Calls
+$982K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
251
Bartlett & Co Wealth Management
Ohio
$54.9K
AAP
252
Arax Advisory Partners
Colorado
$53.6K +$17.1K +456 +45%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$53.3K +$2.03K +54 +4%
QCG
254
Quadrant Capital Group
Ohio
$41K -$826 -22 -2%
HSA
255
Hussman Strategic Advisors
Maryland
$36.6K
WAM
256
Wolverine Asset Management
Illinois
$35.4K
AF
257
Allworth Financial
California
$34.6K +$26.9K +715 +297%
Nomura Asset Management
258
Nomura Asset Management
Japan
$33K
SAM
259
Smartleaf Asset Management
Massachusetts
$31.5K +$17.4K +464 +118%
NRWA
260
North Ridge Wealth Advisors
Oregon
$29.3K +$30K +800 New
CMA
261
Cedar Mountain Advisors
Oregon
$28.1K
FP
262
Financial Perspectives
Minnesota
$28.1K
HT
263
Headlands Technologies
Illinois
$25.5K +$25.1K +668 +2,474%
W
264
WealthCollab
Washington
$22.9K
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$22.1K +$113 +3 +0.5%
DAM
266
Delta Asset Management
Tennessee
$22K
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.1K +$21.6K +575 New
ACM
268
Aster Capital Management
United Arab Emirates
$20.4K +$20.9K +556 New
PGAM
269
Princeton Global Asset Management
New Jersey
$18.3K
HNB
270
Hilltop National Bank
Wyoming
$18.3K +$7.51K +200 +67%
Bessemer Group
271
Bessemer Group
New Jersey
$17K -$601 -16 -3%
AF
272
Advisornet Financial
Minnesota
$16.2K -$638 -17 -4%
SO
273
STRS Ohio
Ohio
$14.7K -$52.6K -1,400 -78%
GEA
274
Glen Eagle Advisors
New Jersey
$14.7K
HWA
275
Heritage Wealth Advisors
Virginia
$14.7K

AVA Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2024, worth a combined $2.54B — down 3.3% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVA positions and 45 closed out — a net gain of 4 holders — while 120 added to existing stakes and 100 trimmed.

The largest buyer was BlackRock, adding an estimated $22.9M. The largest seller was Westwood Holdings Group, cutting an estimated $14.3M.

  • 332 institutional investors held Avista (AVA) as of Q4 2024, up from 330 in Q3 2024.
  • Funds reported $2.54B of Avista stock for Q4 2024, down 3.3% quarter-over-quarter.
  • 49 funds opened new Avista positions in Q4 2024 and 45 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q4 2024 was BlackRock, an estimated $22.9M added.
  • The largest Avista seller in Q4 2024 was Westwood Holdings Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2024.