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269 hedge funds and large institutions have $2.31B invested in Avista in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

1% more funds holding

Funds holding: 266269 (+3)

1.38% less ownership

Funds ownership: 82.16%80.78% (-1.4%)

12% less capital invested

Capital invested by funds: $2.64B → $2.31B (-$329M)

18% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 93

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
5.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
76
Reduced
93
Closed
38
Calls
$370K
Puts
Net Calls
+$370K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$6.3M -$1.58M -32,832 -18%
MOACM
52
Mutual of America Capital Management
New York
$6.16M +$24.6K +511 +0.4%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$5.67M +$3.86M +80,287 +151%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$5.63M -$683K -14,200 -10%
Swiss National Bank
55
Swiss National Bank
Switzerland
$5.5M +$135K +2,800 +2%
WG
56
Winton Group
United Kingdom
$5.33M -$1.87M -38,952 -24%
Prudential Financial
57
Prudential Financial
New Jersey
$5.3M -$1.91M -39,729 -24%
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$4.73M +$137K +2,850 +3%
CS
59
Credit Suisse
Switzerland
$4.61M -$8.61M -178,981 -62%
Man Group
60
Man Group
United Kingdom
$4.56M -$3.1M -64,398 -38%
QI
61
QS Investors
New York
$4.55M -$264K -5,496 -5%
MAM
62
Martingale Asset Management
Massachusetts
$4.52M +$4.31M +89,620 +537%
UBS AM
63
UBS AM
Illinois
$4.39M +$239K +4,968 +5%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$4.3M -$24.2K -502 -0.5%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$4.21M +$4.75M +98,667 New
Deutsche Bank
66
Deutsche Bank
Germany
$4.07M +$3.24M +67,332 +236%
Allianz Asset Management
67
Allianz Asset Management
Germany
$3.99M +$4.26M +88,539 +1,668%
UBS Group
68
UBS Group
Switzerland
$3.6M -$1.09M -22,734 -21%
AG
69
Aperio Group
California
$3.32M -$435K -9,037 -10%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.1M -$110K -2,278 -3%
MCM
71
Matarin Capital Management
New York
$2.93M +$3.32M +69,048 New
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$2.84M
Comerica Bank
73
Comerica Bank
Texas
$2.79M +$95K +1,974 +3%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$2.77M +$554K +11,515 +21%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$2.76M -$77.4K -1,608 -2%

AVA Hedge Fund Activity: Q1 2020 in Review

269 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2020, worth a combined $2.31B — down 12% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVA positions and 38 closed out — a net gain of 6 holders — while 76 added to existing stakes and 93 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $20.3M. The largest seller was Citigroup, cutting an estimated $34.2M.

  • 269 institutional investors held Avista (AVA) as of Q1 2020, up from 266 in Q4 2019.
  • Funds reported $2.31B of Avista stock for Q1 2020, down 12% quarter-over-quarter.
  • 44 funds opened new Avista positions in Q1 2020 and 38 closed out, a net change of +6 holders.
  • The largest Avista buyer in Q1 2020 was Victory Capital Management, an estimated $20.3M added.
  • The largest Avista seller in Q1 2020 was Citigroup, an estimated $34.2M sold.

Based on aggregated 13F filings for Q1 2020.