We are live on ! Find out more

237 hedge funds and large institutions have $2.33B invested in Avista in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $1.97B → $2.33B (+$361M)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 85.14%84.66% (-0.48%)

5% less funds holding

Funds holding: 250237 (-13)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
237
Holders Change
-13
Holders Change %
-5.2%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
82
Reduced
77
Closed
37
Calls
$357K
Puts
Net Calls
+$357K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$15.6M -$1.08M -29,294 -7%
PPA
27
Parametric Portfolio Associates
Washington
$15M -$654K -17,824 -5%
Morgan Stanley
28
Morgan Stanley
New York
$14.2M +$1.77M +48,090 +16%
N
29
Nuveen
North Carolina
$12.5M -$6.56M -178,686 -36%
GF
30
Gabelli Funds
New York
$12.3M +$180K +4,900 +2%
ProShare Advisors
31
ProShare Advisors
Maryland
$10.2M +$1.4M +38,215 +18%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$9.29M +$747K +20,351 +10%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$9.04M -$17.9M -487,017 -68%
Bank of America
34
Bank of America
North Carolina
$8.98M -$2.92M -79,648 -26%
CIP
35
Chartwell Investment Partners
Pennsylvania
$8.72M -$101K -2,762 -1%
Deutsche Bank
36
Deutsche Bank
Germany
$8.58M +$6.31M +171,967 +412%
BC
37
Bruce & Co
Illinois
$8.37M
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$8.37M +$17.7K +482 +0.2%
RCYC
39
Richard C. Young & Co
Rhode Island
$8.09M +$466K +12,699 +7%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$7.24M +$880K +23,974 +15%
Goldman Sachs
41
Goldman Sachs
New York
$6.84M -$4.35M -118,391 -41%
GC
42
Guggenheim Capital
Illinois
$6.61M +$97K +2,641 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$6.16M +$36.7K +1,000 +0.7%
UBS Group
44
UBS Group
Switzerland
$5.91M +$1.05M +28,518 +24%
MOACM
45
Mutual of America Capital Management
New York
$5.8M +$13.5K +368 +0.3%
Victory Capital Management
46
Victory Capital Management
Texas
$5.73M +$679K +18,500 +15%
AllianceBernstein
47
AllianceBernstein
Tennessee
$5.57M -$426K -11,592 -8%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$5.04M -$136K -3,700 -3%
UBS AM
49
UBS AM
Illinois
$4.43M +$263K +7,153 +7%
Nisa Investment Advisors
50
Nisa Investment Advisors
Missouri
$4.2M -$541K -14,735 -12%

AVA Hedge Fund Activity: Q4 2020 in Review

237 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2020, worth a combined $2.33B — up 18% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AVA and 26 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 82 added.

The largest buyer was Nuance Investments, opening a new position worth an estimated $48.7M. The largest seller was Renaissance Technologies, cutting an estimated $20.7M.

  • 237 institutional investors held Avista (AVA) as of Q4 2020, down from 250 in Q3 2020.
  • Funds reported $2.33B of Avista stock for Q4 2020, up 18% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q4 2020 and 37 closed out, a net change of -11 holders.
  • The largest Avista buyer in Q4 2020 was Nuance Investments, an estimated $48.7M added.
  • The largest Avista seller in Q4 2020 was Renaissance Technologies, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2020.