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Avista
AVA

288 hedge funds and large institutions have $2.43B invested in Avista in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $2.16B → $2.43B (+$271M)

11% more call options, than puts

Call options by funds: $372K | Put options by funds: $336K

8% more funds holding

Funds holding: 266 → 288 (+22)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.7% more ownership

Funds ownership: 87.2% → 87.9% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
288
Holders Change
+22
Holders Change %
+8.27%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
96
Reduced
94
Closed
27
Calls
$372K
Puts
$336K
Net Calls
+$36K
Net Calls Change
+$328K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$54.1M
2
BlackRock
BlackRock
New York
+$17.4M
3
Goldman Sachs
Goldman Sachs
New York
+$11.7M
4
TCA
Tortoise Capital Advisors
Kansas
+$9.65M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.67M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$14.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.71M
3
Norges Bank
Norges Bank
Norway
-$8.63M
4
Citadel Advisors
Citadel Advisors
Florida
-$8.01M
5
HF
HRT Financial
New York
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$14.4M -$311K -9,174 -2%
JP Morgan Chase
27
JP Morgan Chase
New York
$13.7M -$1.64M -48,361 -11%
SBH
28
Segall Bryant & Hamill
Illinois
$12.6M -$31K -914 -0.3%
Millennium Management
29
Millennium Management
New York
$11.9M +$3.12M +92,042 +38%
TCA
30
Tortoise Capital Advisors
Kansas
$10.2M +$9.65M +284,832 New
Squarepoint
31
Squarepoint
New York
$9.92M -$2.42M -71,540 -20%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$9.1M +$36.1K +1,067 +0.4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$8.52M +$6.21M +183,363 +334%
ProShare Advisors
34
ProShare Advisors
Maryland
$8.22M -$686K -20,237 -8%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$8.14M -$1.52M -44,919 -16%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$8.09M +$7.67M +226,469 New
PCM
37
Peregrine Capital Management
Minnesota
$7.44M -$2.33M -68,674 -25%
BC
38
Bruce & Co
Illinois
$7.2M – – –
GI
39
GAMCO Investors
Connecticut
$6.67M +$2.06M +60,750 +48%
RCYC
40
Richard C. Young & Co
Rhode Island
$6.11M -$3M -88,437 -34%
Bank of America
41
Bank of America
North Carolina
$5.56M +$1.06M +31,415 +25%
Renaissance Technologies
42
Renaissance Technologies
New York
$5.42M -$8.71M -257,244 -63%
PPL
43
PATRIZIA Pty Ltd
Australia
$5.41M -$4.99M -147,422 -49%
Swiss National Bank
44
Swiss National Bank
Switzerland
$5.39M -$532K -15,700 -9%
DIA
45
Dean Investment Associates
Ohio
$5.28M +$1.56M +46,049 +45%
RJA
46
Raymond James & Associates
Florida
$5.13M -$451K -13,304 -8%
COPPSERS
47
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.11M -$1.07M -31,511 -18%
ICM
48
Invenomic Capital Management
Massachusetts
$4.96M +$4.7M +138,789 New
UBS AM
49
UBS AM
Illinois
$4.7M -$200K -5,893 -4%
Barclays
50
Barclays
United Kingdom
$4.65M +$2.83M +83,554 +179%
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AVA Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2023, worth a combined $2.43B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AVA positions and 27 closed out — a net gain of 23 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was Jupiter Asset Management, cutting an estimated $14.1M.

  • 288 institutional investors held Avista (AVA) as of Q4 2023, up from 266 in Q3 2023.
  • Funds reported $2.43B of Avista stock for Q4 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Avista positions in Q4 2023 and 27 closed out, a net change of +23 holders.
  • The largest Avista buyer in Q4 2023 was Morgan Stanley, an estimated $54.1M added.
  • The largest Avista seller in Q4 2023 was Jupiter Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.