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263 hedge funds and large institutions have $2.62B invested in Avista in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $2.38B → $2.62B (+$242M)

4% more funds holding

Funds holding: 253263 (+10)

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

0.71% more ownership

Funds ownership: 81.21%81.92% (+0.71%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
84
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$7.73M -$37.2K -800 -0.5%
MPAM
52
Monarch Partners Asset Management
Massachusetts
$7.72M -$5.57M -119,891 -43%
Prudential Financial
53
Prudential Financial
New Jersey
$7.37M +$2.12M +45,544 +43%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$7.11M +$139K +3,000 +2%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$6.83M +$2.42M +52,122 +59%
MOACM
56
Mutual of America Capital Management
New York
$6.79M +$196K +4,209 +3%
QI
57
QS Investors
New York
$6.52M
Victory Capital Management
58
Victory Capital Management
Texas
$6.13M +$5.88M +126,552 New
CPP
59
Crow Point Partners
Massachusetts
$6.09M +$5.81M +125,000 New
Swiss National Bank
60
Swiss National Bank
Switzerland
$5.99M +$65K +1,400 +1%
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$5.59M +$172K +3,700 +3%
DIA
62
Dean Investment Associates
Ohio
$5.12M -$1.72M -36,985 -26%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$4.95M +$56.8K +1,222 +1%
UBS Group
64
UBS Group
Switzerland
$4.63M +$1.96M +42,289 +80%
UBS AM
65
UBS AM
Illinois
$4.39M +$310K +6,682 +8%
AG
66
Aperio Group
California
$4.33M +$130K +2,788 +3%
Federated Hermes
67
Federated Hermes
Pennsylvania
$4M +$650K +13,998 +20%
ASRS
68
Arizona State Retirement System
Arizona
$3.76M -$1.13M -24,347 -24%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.49M +$540K +11,632 +19%
KPF
70
K2 Principal Fund
Ontario, Canada
$3.45M +$60.7K +1,307 +2%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$3.45M +$3.31M +71,200 New
Barclays
72
Barclays
United Kingdom
$3.44M -$407K -8,752 -11%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$3.32M
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$3.01M -$260K -5,592 -8%
Comerica Bank
75
Comerica Bank
Texas
$2.97M -$75.4K -1,623 -3%

AVA Hedge Fund Activity: Q3 2019 in Review

263 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2019, worth a combined $2.62B — up 10% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AVA positions and 23 closed out — a net gain of 10 holders — while 84 added to existing stakes and 79 trimmed.

The largest buyer was Mitsubishi UFJ Trust & Banking, opening a new position worth an estimated $78.7M. The largest seller was AQR Arbitrage, exiting entirely with an estimated $35.6M sold.

  • 263 institutional investors held Avista (AVA) as of Q3 2019, up from 253 in Q2 2019.
  • Funds reported $2.62B of Avista stock for Q3 2019, up 10% quarter-over-quarter.
  • 33 funds opened new Avista positions in Q3 2019 and 23 closed out, a net change of +10 holders.
  • The largest Avista buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $78.7M added.
  • The largest Avista seller in Q3 2019 was AQR Arbitrage, an estimated $35.6M sold.

Based on aggregated 13F filings for Q3 2019.