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330 hedge funds and large institutions have $2.63B invested in Avista in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.01M

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

12% more capital invested

Capital invested by funds: $2.34B → $2.63B (+$292M)

5% more funds holding

Funds holding: 315330 (+15)

0.06% less ownership

Funds ownership: 86.41%86.35% (-0.06%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
109
Reduced
110
Closed
29
Calls
$2.55M
Puts
$1.01M
Net Calls
+$1.53M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$3.06K
Simplex Trading
302
Simplex Trading
Illinois
$3K +$416 +11 +12%
RIL
303
Rothschild Investment LLC
Illinois
$2.91K +$1.32K +35 +88%
GM
304
GeoWealth Management
Illinois
$2.67K +$2.61K +69 New
KFI
305
Key Financial Inc
Pennsylvania
$2.4K
SWC
306
Spectrum Wealth Counsel
Indiana
$2.33K +$2.27K +60 New
IAIM
307
International Assets Investment Management
Florida
$2.22K +$3.26M +86,180 New
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$2.09K
CSB
309
City State Bank
Iowa
$1.94K
FFO
310
Fortitude Family Office
Arizona
$1.9K
PTC
311
Private Trust Company
Ohio
$1.59K
CJ
312
Caitlin John
Michigan
$1.56K +$38 +1 +2%
JWA
313
JFS Wealth Advisors
Pennsylvania
$1.55K +$38 +1 +3%
NB
314
NBT Bank
New York
$1.12K +$1.1K +29 New
HT
315
Headlands Technologies
Illinois
$1.05K -$102K -2,687 -99%
PMAM
316
Picton Mahoney Asset Management
Ontario, Canada
$1K -$167K -4,428 -99%
Lazard Asset Management
317
Lazard Asset Management
New York
$1K -$54.8K -1,450 -98%
PWMG
318
Private Wealth Management Group
New Jersey
$969
HNB
319
Huntington National Bank
Ohio
$930
MCM
320
Manchester Capital Management
Vermont
$853
CPG
321
Cornerstone Planning Group
New Jersey
$829
PFBT
322
Parkside Financial Bank & Trust
Missouri
$620
LFG
323
Larson Financial Group
Missouri
$504
SIC
324
SJS Investment Consulting
Ohio
$388
DPW
325
DiNuzzo Private Wealth
Pennsylvania
$388 +$76 +2 +25%

AVA Hedge Fund Activity: Q3 2024 in Review

330 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2024, worth a combined $2.63B — up 12% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVA positions and 29 closed out — a net gain of 18 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $14.3M. The largest seller was Tortoise Capital Advisors, cutting an estimated $13.6M.

  • 330 institutional investors held Avista (AVA) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.63B of Avista stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Avista positions in Q3 2024 and 29 closed out, a net change of +18 holders.
  • The largest Avista buyer in Q3 2024 was Arrowstreet Capital, an estimated $14.3M added.
  • The largest Avista seller in Q3 2024 was Tortoise Capital Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.