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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
IWP
276
IAG Wealth Partners
Wisconsin
$14.7K
MG
277
Mather Group
Illinois
$14.7K
DJSG
278
D.J. St. Germain
Massachusetts
$13.8K
MCM
279
MAI Capital Management
Ohio
$13.6K +$14K +372 New
HCP
280
Hexagon Capital Partners
Arkansas
$13.3K +$3.83K +102 +39%
GRP
281
Global Retirement Partners
California
$13.2K -$11.6K -309 -46%
GIA
282
GHP Investment Advisors
Colorado
$12K
T
283
Transce3nd
Texas
$10.7K +$11K +293 New
C
284
Covestor
United Kingdom
$10K -$188 -5 -2%
CAL
285
Capital Advisors Ltd
Ohio
$10K
BIA
286
Bell Investment Advisors
California
$9.74K +$1.95K +52 +24%
GI
287
GAMMA Investing
California
$9.52K +$6.38K +170 +189%
HWM
288
Hemington Wealth Management
Virginia
$9K +$150 +4 +2%
SPIA
289
Steward Partners Investment Advisory
New York
$7.33K
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$7.31K
UB
291
UMB Bank
Missouri
$6.92K
SO
292
Sierra Ocean
California
$5.46K +$5.6K +149 New
A
293
AlphaQuest
New York
$5.28K -$2.42M -64,443 -100%
ST
294
Smithfield Trust
Pennsylvania
$4K
RAM
295
Riggs Asset Management
Pennsylvania
$3.85K -$2.25K -60 -36%
RIL
296
Rothschild Investment LLC
Illinois
$3.85K +$1.13K +30 +40%
CFS
297
CGC Financial Services
Oregon
$3.66K
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$3.44K +$563 +15 +19%
HI
299
Harbour Investments
Wisconsin
$3.26K +$38 +1 +1%
Mitsubishi UFJ Asset Management
300
Mitsubishi UFJ Asset Management
Japan
$3.22K

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.