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Avista
AVA

288 hedge funds and large institutions have $2.43B invested in Avista in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $2.16B → $2.43B (+$271M)

11% more call options, than puts

Call options by funds: $372K | Put options by funds: $336K

8% more funds holding

Funds holding: 266 → 288 (+22)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.7% more ownership

Funds ownership: 87.2% → 87.9% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
288
Holders Change
+22
Holders Change %
+8.27%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
96
Reduced
94
Closed
27
Calls
$372K
Puts
$336K
Net Calls
+$36K
Net Calls Change
+$328K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$54.1M
2
BlackRock
BlackRock
New York
+$17.4M
3
Goldman Sachs
Goldman Sachs
New York
+$11.7M
4
TCA
Tortoise Capital Advisors
Kansas
+$9.65M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.67M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$14.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.71M
3
Norges Bank
Norges Bank
Norway
-$8.63M
4
Citadel Advisors
Citadel Advisors
Florida
-$8.01M
5
HF
HRT Financial
New York
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$1.93K -$11.5K -340 -86%
PTC
277
Private Trust Company
Ohio
$1.47K +$1.39K +41 New
JWA
278
JFS Wealth Advisors
Pennsylvania
$1.39K +$1.19K +35 +875%
PWMG
279
Private Wealth Management Group
New Jersey
$894 +$847 +25 New
Federated Hermes
280
Federated Hermes
Pennsylvania
$751 – – –
PFBT
281
Parkside Financial Bank & Trust
Missouri
$715 -$3.15K -93 -82%
HNB
282
Huntington National Bank
Ohio
$607 +$508 +15 +750%
SIC
283
SJS Investment Consulting
Ohio
$394 – – –
PBK
284
Peoples Bank (Kansas)
Kansas
$357 – – –
DPW
285
DiNuzzo Private Wealth
Pennsylvania
$322 +$305 +9 New
AWM
286
Abound Wealth Management
Tennessee
$251 -$136 -4 -36%
AF
287
Advisornet Financial
Minnesota
$143 -$339 -10 -71%
MCM
288
Manchester Capital Management
Vermont
$108 – – –
HF
289
HRT Financial
New York
– -$7.36M -227,229 Closed
ECM
290
Evergreen Capital Management
Washington
– -$6.64M -205,211 Closed
FWC
291
First Washington Corp
Washington
– -$3.67M -113,420 Closed
APG Asset Management
292
APG Asset Management
Netherlands
– -$2.72M -83,900 Closed
LIP
293
Lighthouse Investment Partners
Florida
– -$1.42M -43,961 Closed
DFCM
294
Dark Forest Capital Management
Puerto Rico
– -$1.35M -41,634 Closed
Marshall Wace
295
Marshall Wace
United Kingdom
– -$975K -30,126 Closed
QT
296
Quantbot Technologies
New York
– -$864K -26,698 Closed
D.E. Shaw & Co
297
D.E. Shaw & Co
New York
– -$861K -26,600 Closed
Boston Partners
298
Boston Partners
Massachusetts
– -$831K -25,662 Closed
PTC
299
Petrus Trust Company
Texas
– -$699K -21,609 Closed
YIH
300
Y-Intercept (HK)
Hong Kong
– -$610K -18,832 Closed
9 10 11
12
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AVA Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2023, worth a combined $2.43B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AVA positions and 27 closed out — a net gain of 23 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was Jupiter Asset Management, cutting an estimated $14.1M.

  • 288 institutional investors held Avista (AVA) as of Q4 2023, up from 266 in Q3 2023.
  • Funds reported $2.43B of Avista stock for Q4 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Avista positions in Q4 2023 and 27 closed out, a net change of +23 holders.
  • The largest Avista buyer in Q4 2023 was Morgan Stanley, an estimated $54.1M added.
  • The largest Avista seller in Q4 2023 was Jupiter Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.