Avista
305 hedge funds and large institutions have $2.34B invested in Avista in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 86 reducing their positions, and 32 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 32
43% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 86
6% more funds holding
Funds holding: 288 → 305 (+17)
4% less capital invested
Capital invested by funds: $2.43B → $2.34B (-$88.1M)
2.26% less ownership
Funds ownership: 87.9% → 85.64% (-2.3%)
93% less call options, than puts
Call options by funds: $1.22M | Put options by funds: $17.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$14.5M |
| 3 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$11.1M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$7.8M |
| 5 |
Goldman Sachs
New York
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$62.1M |
| 2 |
Morgan Stanley
New York
|
-$46.9M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$12.4M |
| 4 |
BlackRock
New York
|
-$10.2M |
| 5 |
Squarepoint
New York
|
-$9.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$207K | -5,833 | Closed |
|
327
DZ Bank
Frankfurt Am Main,
Germany
| – | -$208K | -5,833 | Closed |
|
|
C
328
Covestor
London,
United Kingdom
| – | -$153K | -4,491 | -100% |
|
|
ASN
329
Advisory Services Network
Atlanta,
Georgia
| – | -$128K | -3,581 | Closed |
|
|
GI
330
Gradient Investments
Arden Hills,
Minnesota
| – | -$11.9K | -332 | Closed |
|
|
MSFP
331
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$10.7K | -300 | Closed |
|
|
BCMLT
332
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$9.61K | -297 | Closed |
|
|
BBHC
333
Brown Brothers Harriman & Co
New York
| – | -$9.83K | -275 | Closed |
|
|
GWMIA
334
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$8.04K | -225 | Closed |
|
|
NA
335
NewEdge Advisors
New Orleans,
Louisiana
| – | -$3.15K | -88 | Closed |
|
|
GWS
336
Glassman Wealth Services
Vienna,
Virginia
| – | -$2.9K | -81 | Closed |
|
337
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$751 | -21 | Closed |
|
AVA Hedge Fund Activity: Q1 2024 in Review
305 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2024, worth a combined $2.34B — down 3.6% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new AVA positions and 32 closed out — a net gain of 18 holders — while 123 added to existing stakes and 86 trimmed.
The largest buyer was Ameriprise, adding an estimated $24.8M. The largest seller was First Trust Advisors, cutting an estimated $62.1M.
- 305 institutional investors held Avista (AVA) as of Q1 2024, up from 288 in Q4 2023.
- Funds reported $2.34B of Avista stock for Q1 2024, down 3.6% quarter-over-quarter.
- 50 funds opened new Avista positions in Q1 2024 and 32 closed out, a net change of +18 holders.
- The largest Avista buyer in Q1 2024 was Ameriprise, an estimated $24.8M added.
- The largest Avista seller in Q1 2024 was First Trust Advisors, an estimated $62.1M sold.
Based on aggregated 13F filings for Q1 2024.