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Avista
AVA

266 hedge funds and large institutions have $2.64B invested in Avista in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 263 → 266 (+3)

0% more capital invested

Capital invested by funds: $2.62B → $2.64B (+$12.2M)

0.24% more ownership

Funds ownership: 81.92% → 82.16% (+0.24%)

12% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 95

Holders
266
Holders Change
+3
Holders Change %
+1.14%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
84
Reduced
95
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$32.1M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$23M
3
State Street
State Street
Massachusetts
+$15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$12.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.73M

Top Sellers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
-$21.6M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$8.69M
3
PCM
Peregrine Capital Management
Minnesota
-$8.54M
4
MPAM
Monarch Partners Asset Management
Massachusetts
-$7.72M
5
CPP
Crow Point Partners
Massachusetts
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$2.54M -$4.29K -90 -0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
77
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.5M +$1.88M +39,500 +316%
MAM
78
Magellan Asset Management
Australia
$2.47M – – –
LWAC
79
Laurel Wealth Advisors (California)
California
$2.42M -$22.2K -466 -0.9%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$2.36M +$991K +20,799 +73%
AIG
81
American International Group
New York
$2.31M -$29.6K -622 -1%
TAM
82
Trillium Asset Management
Massachusetts
$2.26M +$3.57K +75 +0.2%
TPSF
83
Texas Permanent School Fund
Texas
$2.19M +$30.1K +632 +1%
ASRS
84
Arizona State Retirement System
Arizona
$2.14M -$1.58M -33,161 -43%
Holocene Advisors
85
Holocene Advisors
New York
$2.08M -$377K -7,915 -15%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.89M -$52.2K -1,096 -3%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$1.84M -$172K -3,607 -9%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$1.82M +$298K +6,267 +20%
FWC
89
First Washington Corp
Washington
$1.73M +$1.72M +36,020 New
RIM
90
Redpoint Investment Management
Australia
$1.6M +$741K +15,566 +88%
IA
91
Icon Advisers
Colorado
$1.6M – – –
Los Angeles Capital Management
92
Los Angeles Capital Management
California
$1.57M -$784K -16,463 -33%
SEI Investments
93
SEI Investments
Pennsylvania
$1.54M -$53.1K -1,115 -3%
ACM
94
AlphaCrest Capital Management
New York
$1.53M +$79.4K +1,668 +6%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$1.52M +$1.51M +31,600 New
Baird Financial Group
96
Baird Financial Group
Wisconsin
$1.45M -$33K -693 -2%
SC
97
Scotia Capital
Ontario, Canada
$1.44M -$26.2K -550 -2%
US Bancorp
98
US Bancorp
Minnesota
$1.44M +$4.57K +96 +0.3%
MIM
99
MetLife Investment Management
New Jersey
$1.41M – – –
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.39M +$326K +6,841 +31%
2 3
4
5 6

AVA Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2019, worth a combined $2.64B — up 0.47% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AVA positions and 26 closed out — a net gain of 11 holders — while 84 added to existing stakes and 95 trimmed.

The largest buyer was Citigroup, adding an estimated $32.1M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $21.6M sold.

  • 266 institutional investors held Avista (AVA) as of Q4 2019, up from 263 in Q3 2019.
  • Funds reported $2.64B of Avista stock for Q4 2019, up 0.47% quarter-over-quarter.
  • 37 funds opened new Avista positions in Q4 2019 and 26 closed out, a net change of +11 holders.
  • The largest Avista buyer in Q4 2019 was Citigroup, an estimated $32.1M added.
  • The largest Avista seller in Q4 2019 was Segall Bryant & Hamill, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2019.