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251 hedge funds and large institutions have $2.77B invested in Avista in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $344K

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

19% more capital invested

Capital invested by funds: $2.33B → $2.77B (+$439M)

6% more funds holding

Funds holding: 237251 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 84.66%84.35% (-0.31%)

5% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 82

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
78
Reduced
82
Closed
23
Calls
$1.14M
Puts
$344K
Net Calls
+$794K
Net Calls Change
+$437K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$2.51M +$77.1K +1,873 +4%
TPSF
77
Texas Permanent School Fund
Texas
$2.47M -$142K -3,445 -6%
MAM
78
Magellan Asset Management
Australia
$2.4M -$241K -5,863 -10%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$2.39M +$194K +4,712 +10%
SOADOR
80
State of Alaska Department of Revenue
Alaska
$2.24M -$400K -9,713 -17%
HF
81
HRT Financial
New York
$1.98M +$1.7M +41,362 New
OAC
82
OMERS Administration Corp
Ontario, Canada
$1.91M -$556K -13,500 -25%
ACI
83
AMP Capital Investors
Australia
$1.9M +$93.5K +2,271 +6%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$1.89M -$19.5K -474 -1%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.83M -$93.6K -2,272 -6%
Holocene Advisors
86
Holocene Advisors
New York
$1.82M -$1.03M -25,016 -40%
TAM
87
Trillium Asset Management
Massachusetts
$1.79M +$250K +6,073 +19%
HAI
88
Hennessy Advisors Inc
California
$1.78M
OAM
89
Oppenheimer Asset Management
New York
$1.74M -$31.2K -757 -2%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$1.64M -$981K -23,825 -41%
Creative Planning
91
Creative Planning
Kansas
$1.62M +$10.5K +255 +0.8%
Asset Management One
92
Asset Management One
Japan
$1.51M +$183K +4,439 +16%
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$1.5M -$4.12K -100 -0.3%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$1.49M -$1M -24,348 -44%
NGA
95
Naples Global Advisors
Florida
$1.43M -$32.9K -800 -3%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$1.41M -$35.2K -854 -3%
GI
97
GAMCO Investors
Connecticut
$1.4M
OPERF
98
Oregon Public Employees Retirement Fund
Oregon
$1.35M +$24.7K +600 +2%
Boston Partners
99
Boston Partners
Massachusetts
$1.26M -$309K -7,512 -22%
MIM
100
MetLife Investment Management
New Jersey
$1.25M

AVA Hedge Fund Activity: Q1 2021 in Review

251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2021, worth a combined $2.77B — up 19% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AVA positions and 23 closed out — a net gain of 15 holders — while 78 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $58.6M.

  • 251 institutional investors held Avista (AVA) as of Q1 2021, up from 237 in Q4 2020.
  • Funds reported $2.77B of Avista stock for Q1 2021, up 19% quarter-over-quarter.
  • 38 funds opened new Avista positions in Q1 2021 and 23 closed out, a net change of +15 holders.
  • The largest Avista buyer in Q1 2021 was BlackRock, an estimated $23.6M added.
  • The largest Avista seller in Q1 2021 was Mitsubishi UFJ Trust & Banking, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2021.