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269 hedge funds and large institutions have $2.9B invested in Avista in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $611K | Put options by funds: $183K

1.58% more ownership

Funds ownership: 89.43%91.01% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 94

1% more capital invested

Capital invested by funds: $2.86B → $2.9B (+$35.5M)

7% less funds holding

Funds holding: 289269 (-20)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

Holders
269
Holders Change
-20
Holders Change %
-6.92%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
97
Reduced
94
Closed
41
Calls
$611K
Puts
$183K
Net Calls
+$428K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
276
Jefferies Financial Group
New York
-$7.65M -172,500 Closed
Point72 Asset Management
277
Point72 Asset Management
Connecticut
-$6.4M -144,400 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
278
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$5.56M -125,300 Closed
OAM
279
Oppenheimer Asset Management
New York
-$1.37M -31,000 Closed
BA
280
Bridgewater Associates
Connecticut
-$779K -17,568 Closed
JF
281
Jump Financial
Illinois
-$683K -15,410 Closed
Assenagon Asset Management
282
Assenagon Asset Management
Luxembourg
-$605K -13,644 Closed
VEA
283
Virtus ETF Advisers
New York
-$469K -10,575 Closed
FP
284
Foundry Partners
Minnesota
-$460K -10,385 Closed
Verition Fund Management
285
Verition Fund Management
Connecticut
-$432K -9,741 Closed
PI
286
Putnam Investments
Massachusetts
-$421K -9,489 Closed
LWAM
287
Legacy Wealth Asset Management
Minnesota
-$378K -8,535 Closed
IFU
288
iSAM Funds (UK)
United Kingdom
-$322K -7,266 Closed
HSA
289
HBK Sorce Advisory
Pennsylvania
-$313K -7,050 Closed
CSS
290
Cubist Systematic Strategies
Connecticut
-$310K -6,997 Closed
FLC
291
Fifth Lane Capital
Texas
-$219K -4,941 Closed
KAS
292
Kestra Advisory Services
Texas
-$202K -4,546 Closed
SCM
293
Shelton Capital Management
Colorado
-$201K -4,542 Closed
AWM
294
Accurate Wealth Management
Florida
-$112K -2,651 Closed
RBC
295
Romano Brothers & Co
Illinois
-$78.2K -1,763 Closed
SWA
296
Sutton Wealth Advisors
Florida
-$52.1K -1,174 Closed
Acadian Asset Management
297
Acadian Asset Management
Massachusetts
-$37K -856 Closed
WT
298
Whittier Trust
California
-$28.8K -650 Closed
AF
299
Affiance Financial
Minnesota
-$23.3K -526 Closed
FHA
300
First Horizon Advisors
Tennessee
-$23K -518 Closed

AVA Hedge Fund Activity: Q1 2023 in Review

269 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2023, worth a combined $2.9B — up 1.2% from $2.86B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVA and 26 opened new positions — a net loss of 15 holders — while 94 trimmed existing stakes and 97 added.

The largest buyer was State Street, adding an estimated $348M. The largest seller was Millennium Management, cutting an estimated $95M.

  • 269 institutional investors held Avista (AVA) as of Q1 2023, down from 289 in Q4 2022.
  • Funds reported $2.9B of Avista stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q1 2023 and 41 closed out, a net change of -15 holders.
  • The largest Avista buyer in Q1 2023 was State Street, an estimated $348M added.
  • The largest Avista seller in Q1 2023 was Millennium Management, an estimated $95M sold.

Based on aggregated 13F filings for Q1 2023.