We are live on ! Find out more
AVA icon

Avista
AVA

288 hedge funds and large institutions have $2.43B invested in Avista in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $2.16B → $2.43B (+$271M)

11% more call options, than puts

Call options by funds: $372K | Put options by funds: $336K

8% more funds holding

Funds holding: 266 → 288 (+22)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.7% more ownership

Funds ownership: 87.2% → 87.9% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
288
Holders Change
+22
Holders Change %
+8.27%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
96
Reduced
94
Closed
27
Calls
$372K
Puts
$336K
Net Calls
+$36K
Net Calls Change
+$328K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$54.1M
2
BlackRock
BlackRock
New York
+$17.4M
3
Goldman Sachs
Goldman Sachs
New York
+$11.7M
4
TCA
Tortoise Capital Advisors
Kansas
+$9.65M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.67M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$14.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.71M
3
Norges Bank
Norges Bank
Norway
-$8.63M
4
Citadel Advisors
Citadel Advisors
Florida
-$8.01M
5
HF
HRT Financial
New York
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$2.33M -$200K -5,917 -8%
EP
77
Edgestream Partners
New Jersey
$2.23M +$1.76M +51,881 +489%
American Century Companies
78
American Century Companies
Missouri
$2.19M -$506K -14,927 -20%
Two Sigma Investments
79
Two Sigma Investments
New York
$2.02M -$3.2M -94,320 -63%
SPS
80
Susquehanna Portfolio Strategies
Pennsylvania
$1.92M +$1.82M +53,834 New
Tudor Investment Corp
81
Tudor Investment Corp
Connecticut
$1.87M -$1.46M -43,143 -45%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$1.85M -$391K -11,541 -18%
DCM
83
Dean Capital Management
Kansas
$1.79M +$315K +9,298 +23%
LCM
84
Legato Capital Management
California
$1.79M +$315K +9,298 +23%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$1.77M +$90.9K +2,683 +6%
GCP
86
GSA Capital Partners
United Kingdom
$1.73M +$1.64M +48,346 New
Macquarie Group
87
Macquarie Group
Australia
$1.72M +$357K +10,545 +28%
MAM
88
Magellan Asset Management
Australia
$1.71M -$105K -3,090 -6%
TC
89
TwinBeech Capital
New York
$1.71M +$340K +10,039 +27%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$1.7M -$2.1K -62 -0.1%
QOP
91
Quinn Opportunity Partners
Virginia
$1.63M +$7.79K +230 +0.5%
SC
92
Scotia Capital
Ontario, Canada
$1.56M -$28.8K -850 -2%
IMRF
93
Illinois Municipal Retirement Fund
Illinois
$1.53M -$1.93K -57 -0.1%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$1.52M +$20.5K +605 +1%
AIG
95
American International Group
New York
$1.49M +$10.5K +311 +0.7%
Comerica Bank
96
Comerica Bank
Texas
$1.43M +$22K +648 +2%
Wells Fargo
97
Wells Fargo
California
$1.43M +$153K +4,525 +13%
MIM
98
MetLife Investment Management
New Jersey
$1.43M +$21.8K +643 +2%
SDIC
99
South Dakota Investment Council
South Dakota
$1.42M – – –
TI
100
Trexquant Investment
Connecticut
$1.38M +$1.05M +31,044 +404%
2 3
4
5 6

AVA Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2023, worth a combined $2.43B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AVA positions and 27 closed out — a net gain of 23 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was Jupiter Asset Management, cutting an estimated $14.1M.

  • 288 institutional investors held Avista (AVA) as of Q4 2023, up from 266 in Q3 2023.
  • Funds reported $2.43B of Avista stock for Q4 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Avista positions in Q4 2023 and 27 closed out, a net change of +23 holders.
  • The largest Avista buyer in Q4 2023 was Morgan Stanley, an estimated $54.1M added.
  • The largest Avista seller in Q4 2023 was Jupiter Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.