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244 hedge funds and large institutions have $2.74B invested in Avista in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

9% more funds holding

Funds holding: 223244 (+21)

3.89% more ownership

Funds ownership: 78.74%82.63% (+3.9%)

4% more capital invested

Capital invested by funds: $2.62B → $2.74B (+$117M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
244
Holders Change
+21
Holders Change %
+9.42%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
42
Increased
67
Reduced
81
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Aperio Group
California
$6.6M +$150K +2,891 +2%
CS
52
Credit Suisse
Switzerland
$6.54M +$1.21M +23,348 +23%
GH
53
GAM Holding
Switzerland
$6.32M +$3.23M +62,223 +103%
TMAM
54
Tokio Marine Asset Management
Japan
$6.11M +$6.15M +118,600 New
MOACM
55
Mutual of America Capital Management
New York
$6.07M -$17.5K -338 -0.3%
AQR Capital Management
56
AQR Capital Management
Connecticut
$5.97M -$27.9K -537 -0.5%
Capital Fund Management (CFM)
57
Capital Fund Management (CFM)
France
$5.66M
Swiss National Bank
58
Swiss National Bank
Switzerland
$5.65M +$109K +2,100 +2%
ASRS
59
Arizona State Retirement System
Arizona
$5.57M +$3.88M +74,835 +224%
IA
60
IndexIQ Advisors
New York
$5.57M +$2.35M +45,381 +72%
Prudential Financial
61
Prudential Financial
New Jersey
$5.51M -$63.3K -1,220 -1%
UBS Group
62
UBS Group
Switzerland
$5.37M -$320K -6,175 -6%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$5.23M -$82.9K -1,598 -2%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$5.13M +$3.81M +73,463 +281%
KAM
65
Kassirer Asset Management
Ontario, Canada
$4.93M +$778K +15,000 +19%
HAI
66
Hennessy Advisors Inc
California
$4.92M -$156K -3,000 -3%
Wells Fargo
67
Wells Fargo
California
$4.89M -$1.51M -29,047 -23%
DIA
68
Dean Investment Associates
Ohio
$4.71M -$1.82M -35,070 -28%
PI
69
PineBridge Investments
New York
$4.67M +$1.08M +20,730 +30%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.45M +$2.33M +44,850 +108%
Canada Life
71
Canada Life
Manitoba, Canada
$4.33M -$201K -3,874 -4%
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$4.3M -$376K -7,242 -8%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$3.9M -$297K -5,717 -7%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$3.84M +$1.59M +30,673 +70%
Creative Planning
75
Creative Planning
Kansas
$3.67M +$732K +14,105 +25%

AVA Hedge Fund Activity: Q4 2017 in Review

244 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2017, worth a combined $2.74B — up 4.4% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AVA positions and 19 closed out — a net gain of 23 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Invesco, cutting an estimated $13.9M.

  • 244 institutional investors held Avista (AVA) as of Q4 2017, up from 223 in Q3 2017.
  • Funds reported $2.74B of Avista stock for Q4 2017, up 4.4% quarter-over-quarter.
  • 42 funds opened new Avista positions in Q4 2017 and 19 closed out, a net change of +23 holders.
  • The largest Avista buyer in Q4 2017 was Assenagon Asset Management, an estimated $28.4M added.
  • The largest Avista seller in Q4 2017 was Invesco, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2017.