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289 hedge funds and large institutions have $2.86B invested in Avista in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $670K | Put options by funds: $177K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

25% more capital invested

Capital invested by funds: $2.29B → $2.86B (+$574M)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

4.7% more ownership

Funds ownership: 84.73%89.43% (+4.7%)

4% more funds holding

Funds holding: 279289 (+10)

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
45
Increased
106
Reduced
96
Closed
29
Calls
$670K
Puts
$177K
Net Calls
+$493K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$20.7M +$478K +11,949 +3%
Principal Financial Group
27
Principal Financial Group
Iowa
$20M -$996K -24,890 -5%
Citigroup
28
Citigroup
New York
$19M +$14.7M +367,300 +608%
ECM
29
ExodusPoint Capital Management
New York
$18.5M +$15.6M +388,557 +1,331%
E
30
Ergoteles
New York
$18.3M +$16.2M +405,715 +6,102%
SBH
31
Segall Bryant & Hamill
Illinois
$16M -$79K -1,973 -0.5%
GF
32
Gabelli Funds
New York
$15.3M +$280K +7,000 +2%
KCM
33
Kennedy Capital Management
Missouri
$15.3M -$270K -6,736 -2%
RP
34
Reinhart Partners
Wisconsin
$15.1M -$569K -14,214 -4%
HF
35
HRT Financial
New York
$14.7M +$4.11M +102,640 +45%
PPL
36
PATRIZIA Pty Ltd
Australia
$12.5M +$11.3M +281,739 New
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$10.9M +$815K +20,362 +9%
PCM
38
Peregrine Capital Management
Minnesota
$10.8M -$106K -2,638 -1%
MFS
39
Mirabella Financial Services
United Kingdom
$10.5M +$9.47M +236,675 New
ProShare Advisors
40
ProShare Advisors
Maryland
$10.2M +$1.12M +27,858 +14%
American Century Companies
41
American Century Companies
Missouri
$9.18M +$7.61M +190,021 +1,116%
BC
42
Bruce & Co
Illinois
$9.09M
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$9.06M +$46.4K +1,160 +0.6%
COPPSERS
44
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.68M +$1.15M +28,846 +17%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$8.34M +$374K +9,354 +5%
Deutsche Bank
46
Deutsche Bank
Germany
$8.08M -$2.56M -63,899 -26%
Swiss National Bank
47
Swiss National Bank
Switzerland
$7.81M +$176K +4,400 +3%
JFG
48
Jefferies Financial Group
New York
$7.65M +$6.9M +172,500 New
Russell Investments Group
49
Russell Investments Group
United Kingdom
$7.64M -$560K -13,987 -8%
Wells Fargo
50
Wells Fargo
California
$7.59M -$671K -16,760 -9%

AVA Hedge Fund Activity: Q4 2022 in Review

289 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2022, worth a combined $2.86B — up 25% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AVA positions and 29 closed out — a net gain of 16 holders — while 106 added to existing stakes and 96 trimmed.

The largest buyer was Millennium Management, adding an estimated $102M. The largest seller was Invesco, cutting an estimated $26.9M.

  • 289 institutional investors held Avista (AVA) as of Q4 2022, up from 279 in Q3 2022.
  • Funds reported $2.86B of Avista stock for Q4 2022, up 25% quarter-over-quarter.
  • 45 funds opened new Avista positions in Q4 2022 and 29 closed out, a net change of +16 holders.
  • The largest Avista buyer in Q4 2022 was Millennium Management, an estimated $102M added.
  • The largest Avista seller in Q4 2022 was Invesco, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2022.