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Avista
AVA

269 hedge funds and large institutions have $2.31B invested in Avista in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

1% more funds holding

Funds holding: 266 → 269 (+3)

1.38% less ownership

Funds ownership: 82.16% → 80.78% (-1.4%)

12% less capital invested

Capital invested by funds: $2.64B → $2.31B (-$329M)

18% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 93

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
5.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
76
Reduced
93
Closed
38
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$370K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$20.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$18.3M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$16.6M
4
State Street
State Street
Massachusetts
+$12.3M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$34.2M
2
BlackRock
BlackRock
New York
-$16M
3
TSW
Thompson Siegel & Walmsley
Virginia
-$13.5M
4
ACI
AMP Capital Investors
Australia
-$13M
5
CS
Credit Suisse
Switzerland
-$8.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
276
Balyasny Asset Management
Illinois
– -$489K -10,168 Closed
JG
277
Jefferies Group
New York
– -$481K -10,000 Closed
LCM
278
Laurion Capital Management
New York
– -$367K -7,639 Closed
Millennium Management
279
Millennium Management
New York
– -$356K -7,404 Closed
FC
280
FORA Capital
Florida
– -$283K -5,894 Closed
BA
281
Bennicas & Associates
California
– -$274K -5,700 Closed
CCM
282
Coldstream Capital Management
Washington
– -$273K -5,687 Closed
Neuberger Berman Group
283
Neuberger Berman Group
New York
– -$253K -5,261 Closed
JIP
284
Jaffetilchin Investment Partners
Florida
– -$240K -4,986 Closed
TD Asset Management
285
TD Asset Management
Ontario, Canada
– -$238K -4,955 Closed
DWT
286
Dorsey & Whitney Trust
South Dakota
– -$236K -4,893 Closed
Janney Montgomery Scott
287
Janney Montgomery Scott
Pennsylvania
– -$211K -4,385 Closed
BP
288
Ballentine Partners
Massachusetts
– -$205K -4,264 Closed
IUHSA
289
Itau Unibanco Holding S.A.
Brazil
– -$193K -4,017 Closed
RA
290
Royce & Associates
New York
– -$154K -3,195 Closed
PRS
291
Pinkerton Retirement Specialists
Idaho
– -$117K -2,423 Closed
AIM
292
Aigen Investment Management
New York
– -$84K -1,739 Closed
PCM
293
Penserra Capital Management
California
– -$56K -1,165 Closed
HNB
294
Huntington National Bank
Ohio
– -$30.3K -630 -100%
FIB
295
First Interstate Bank
Montana
– -$24K -500 Closed
GDP
296
Great Diamond Partners
Maine
– -$23K -489 Closed
OSAM
297
O'Shaughnessy Asset Management
Connecticut
– -$14K -288 Closed
PCM
298
Peregrine Capital Management
Minnesota
– -$12K -250 Closed
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
– -$5K -100 Closed
OPS
300
Orion Portfolio Solutions
Nebraska
– -$5K -96 Closed
9 10 11
12
13

AVA Hedge Fund Activity: Q1 2020 in Review

269 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2020, worth a combined $2.31B — down 12% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVA positions and 38 closed out — a net gain of 6 holders — while 76 added to existing stakes and 93 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $20.3M. The largest seller was Citigroup, cutting an estimated $34.2M.

  • 269 institutional investors held Avista (AVA) as of Q1 2020, up from 266 in Q4 2019.
  • Funds reported $2.31B of Avista stock for Q1 2020, down 12% quarter-over-quarter.
  • 44 funds opened new Avista positions in Q1 2020 and 38 closed out, a net change of +6 holders.
  • The largest Avista buyer in Q1 2020 was Victory Capital Management, an estimated $20.3M added.
  • The largest Avista seller in Q1 2020 was Citigroup, an estimated $34.2M sold.

Based on aggregated 13F filings for Q1 2020.