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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
PA
301
Parallel Advisors
California
$3.11K
KFI
302
Key Financial Inc
Pennsylvania
$2.27K
SWC
303
Spectrum Wealth Counsel
Indiana
$2.2K
SS
304
SBI Securities
Japan
$2.05K +$2.1K +56 New
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$1.98K
FFO
306
Fortitude Family Office
Arizona
$1.79K
QL
307
Quarry LP
New York
$1.76K -$4.39K -117 -71%
GM
308
GeoWealth Management
Illinois
$1.61K -$939 -25 -36%
JWA
309
JFS Wealth Advisors
Pennsylvania
$1.58K +$113 +3 +8%
CJ
310
Caitlin John
Michigan
$1.54K
PTC
311
Private Trust Company
Ohio
$1.5K
VHAM
312
Van Hulzen Asset Management
California
$1.32K +$1.35K +36 New
WA
313
Whipplewood Advisors
Colorado
$1.25K +$1.28K +34 New
LFG
314
Larson Financial Group
Missouri
$1.1K +$638 +17 +131%
NB
315
NBT Bank
New York
$1.06K
PMAM
316
Picton Mahoney Asset Management
Ontario, Canada
$1K
PWMG
317
Private Wealth Management Group
New Jersey
$916
HNB
318
Huntington National Bank
Ohio
$878
CPG
319
Cornerstone Planning Group
New Jersey
$811
MSWA
320
Marshall & Sterling Wealth Advisors
New York
$733 +$751 +20 New
MCM
321
Manchester Capital Management
Vermont
$696 -$113 -3 -14%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$587
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$367
WCM
324
WealthTrak Capital Management
Virginia
$367 +$376 +10 New
PBK
325
Peoples Bank (Kansas)
Kansas
$366

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.