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251 hedge funds and large institutions have $2.77B invested in Avista in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $344K

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

19% more capital invested

Capital invested by funds: $2.33B → $2.77B (+$439M)

6% more funds holding

Funds holding: 237251 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 84.66%84.35% (-0.31%)

5% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 82

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
78
Reduced
82
Closed
23
Calls
$1.14M
Puts
$344K
Net Calls
+$794K
Net Calls Change
+$437K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$18.7M +$738K +17,909 +5%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$16.8M -$4.65M -112,916 -24%
Morgan Stanley
28
Morgan Stanley
New York
$16.8M -$135K -3,275 -0.9%
Wells Fargo
29
Wells Fargo
California
$15.2M -$2.88M -69,853 -18%
GF
30
Gabelli Funds
New York
$14.8M +$82.4K +2,000 +0.7%
N
31
Nuveen
North Carolina
$14.7M -$187K -4,535 -1%
ProShare Advisors
32
ProShare Advisors
Maryland
$14.1M +$1.7M +41,171 +16%
Bank of America
33
Bank of America
North Carolina
$14M +$2.88M +69,916 +31%
Goldman Sachs
34
Goldman Sachs
New York
$11.7M +$3.1M +75,214 +44%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$11.1M +$53.5K +1,298 +0.6%
RCYC
36
Richard C. Young & Co
Rhode Island
$10.5M +$737K +17,890 +9%
CIP
37
Chartwell Investment Partners
Pennsylvania
$10.5M +$82.2K +1,997 +0.9%
Victory Capital Management
38
Victory Capital Management
Texas
$9.97M +$2.72M +65,964 +46%
BC
39
Bruce & Co
Illinois
$9.96M
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$9.63M -$279K -6,763 -3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$7.53M -$933K -22,645 -13%
Swiss National Bank
42
Swiss National Bank
Switzerland
$7.5M +$144K +3,500 +2%
GC
43
Guggenheim Capital
Illinois
$7.34M -$451K -10,950 -7%
E
44
Ergoteles
New York
$7.23M +$6.23M +151,325 New
UBS Group
45
UBS Group
Switzerland
$6.67M -$305K -7,413 -5%
Millennium Management
46
Millennium Management
New York
$6.59M +$5.69M +138,105 New
Barclays
47
Barclays
United Kingdom
$6.31M +$1.51M +36,777 +39%
MOACM
48
Mutual of America Capital Management
New York
$6.18M -$619K -15,019 -10%
RJA
49
Raymond James & Associates
Florida
$6.08M +$1.77M +43,098 +51%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$5.8M -$161K -3,900 -3%

AVA Hedge Fund Activity: Q1 2021 in Review

251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2021, worth a combined $2.77B — up 19% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AVA positions and 23 closed out — a net gain of 15 holders — while 78 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $58.6M.

  • 251 institutional investors held Avista (AVA) as of Q1 2021, up from 237 in Q4 2020.
  • Funds reported $2.77B of Avista stock for Q1 2021, up 19% quarter-over-quarter.
  • 38 funds opened new Avista positions in Q1 2021 and 23 closed out, a net change of +15 holders.
  • The largest Avista buyer in Q1 2021 was BlackRock, an estimated $23.6M added.
  • The largest Avista seller in Q1 2021 was Mitsubishi UFJ Trust & Banking, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2021.