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Avista
AVA

Overview Fund Activity

266 hedge funds and large institutions have $2.16B invested in Avista in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
101
Reduced
83
Closed
32
Calls
$388K
Puts
$680K
Net Calls
-$292K
Net Calls Change
-$739K

Top Buyers

1
BlackRock
1
BlackRock
New York
$470M
2
Prudential Financial
2
Prudential Financial
New Jersey
$20.2M
3
JAM
3
Jupiter Asset Management
United Kingdom
$14.2M
4
Invesco
4
Invesco
Georgia
$38.2M
5
NI
5
Nuance Investments
Missouri
$59M

Top Sellers

1
State Street
1
State Street
Massachusetts
$150M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.8M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$40.6M
4
AM
4
AGF Management
Ontario, Canada
$0
5
TC
5
TwinBeech Capital
New York
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
276
Crossmark Global Holdings
Texas
– -$243K -6,246 Closed
NICM
277
Neo Ivy Capital Management
New York
– -$232K -5,910 Closed
AP
278
Americana Partners
Texas
– -$232K -5,900 Closed
WI
279
Wintrust Investments
Illinois
– -$230K -5,857 Closed
VF
280
Virtu Financial
New York
– -$215K -5,471 Closed
VPIM
281
Vanguard Personalized Indexing Management
California
– -$210K -5,359 Closed
AG
282
Advocate Group
Minnesota
– -$209K -5,326 Closed
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
– -$205K -5,231 Closed
AIMCA
284
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$205K -5,212 Closed
AWM
285
Accurate Wealth Management
Florida
– -$201K -5,211 Closed
PFO
286
Pathstone Family Office
New Jersey
– -$205K -4,864 Closed
Cohen & Steers
287
Cohen & Steers
New York
– -$20K -503 Closed
BAM
288
Bellevue Asset Management
Washington
– -$16.2K -412 Closed
TFA
289
Toth Financial Advisory
Virginia
– -$11.8K -300 Closed
SCA
290
Stonebridge Capital Advisors
Minnesota
– -$10.4K -265 Closed
PP
291
PrairieView Partners
Minnesota
– -$7K -200 Closed
CIM
292
Contravisory Investment Management
Massachusetts
– -$4.28K -109 Closed
PA
293
Parallel Advisors
California
– -$3.18K -81 Closed
MFT
294
Moisand Fitzgerald Tamayo
Florida
– -$2.95K -75 Closed
PFP
295
Pinnacle Financial Partners
Tennessee
– -$2.91K -74 Closed
GWS
296
Glassman Wealth Services
Virginia
– -$1.1K -28 Closed
DI
297
Disciplined Investments
Oklahoma
– -$393 -10 Closed
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