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266 hedge funds and large institutions have $2.64B invested in Avista in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 263266 (+3)

0% more capital invested

Capital invested by funds: $2.62B → $2.64B (+$12.2M)

0.24% more ownership

Funds ownership: 81.92%82.16% (+0.24%)

12% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 95

Holders
266
Holders Change
+3
Holders Change %
+1.14%
% of All Funds
5.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
84
Reduced
95
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$20.7M +$4.25M +89,228 +26%
RP
27
Reinhart Partners
Wisconsin
$18M +$80.3K +1,685 +0.5%
GF
28
Gabelli Funds
New York
$14.6M -$105K -2,200 -0.7%
PPA
29
Parametric Portfolio Associates
Washington
$14.6M -$2.9M -60,956 -17%
ACI
30
AMP Capital Investors
Australia
$14.2M -$4.9M -102,965 -26%
CS
31
Credit Suisse
Switzerland
$13.8M -$5.7M -119,770 -29%
TSW
32
Thompson Siegel & Walmsley
Virginia
$13.5M -$4.78M -100,389 -26%
ProShare Advisors
33
ProShare Advisors
Maryland
$13.4M +$1.59M +33,377 +14%
Bank of America
34
Bank of America
North Carolina
$12.4M -$4.85M -101,924 -28%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$11.8M +$563K +11,818 +5%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$11.4M +$821K +17,235 +8%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$10.3M -$1.71M -35,805 -14%
CIP
38
Chartwell Investment Partners
Pennsylvania
$10M +$72.6K +1,525 +0.7%
BC
39
Bruce & Co
Illinois
$10M
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$9.87M +$1.12M +23,425 +13%
Goldman Sachs
41
Goldman Sachs
New York
$9.38M -$2.29M -48,156 -20%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$9.09M -$376K -7,900 -4%
DRZID
43
DePrince Race & Zollo Inc (DRZ)
Florida
$8.77M -$8.69M -182,459 -50%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$8.71M +$1.91M +40,054 +28%
RCYC
45
Richard C. Young & Co
Rhode Island
$8.27M +$499K +10,467 +6%
Man Group
46
Man Group
United Kingdom
$8.26M -$3.46M -72,607 -30%
AllianceBernstein
47
AllianceBernstein
Tennessee
$8.14M +$38.1K +800 +0.5%
Canada Life
48
Canada Life
Manitoba, Canada
$7.99M +$7.98M +167,474 New
WG
49
Winton Group
United Kingdom
$7.91M +$7.51M +157,660 +2,350%
Prudential Financial
50
Prudential Financial
New Jersey
$7.9M +$580K +12,188 +8%

AVA Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2019, worth a combined $2.64B — up 0.47% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AVA positions and 26 closed out — a net gain of 11 holders — while 84 added to existing stakes and 95 trimmed.

The largest buyer was Citigroup, adding an estimated $32.1M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $21.6M sold.

  • 266 institutional investors held Avista (AVA) as of Q4 2019, up from 263 in Q3 2019.
  • Funds reported $2.64B of Avista stock for Q4 2019, up 0.47% quarter-over-quarter.
  • 37 funds opened new Avista positions in Q4 2019 and 26 closed out, a net change of +11 holders.
  • The largest Avista buyer in Q4 2019 was Citigroup, an estimated $32.1M added.
  • The largest Avista seller in Q4 2019 was Segall Bryant & Hamill, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2019.