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186 hedge funds and large institutions have $1.18B invested in Avista in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

11% more capital invested

Capital invested by funds: $1.06B → $1.18B (+$113M)

5% more funds holding

Funds holding: 177186 (+9)

2.34% more ownership

Funds ownership: 67.2%69.54% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less call options, than puts

Call options by funds: $85K | Put options by funds: $116K

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
77
Reduced
62
Closed
14
Calls
$85K
Puts
$116K
Net Calls
-$31K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
126
Chatham Capital Group
Georgia
$575K
BlackRock
127
BlackRock
New York
$575K +$454K +16,540 +428%
SAMC
128
Shinko Asset Management Company
Japan
$553K -$30.2K -1,100 -5%
NGA
129
Naples Global Advisors
Florida
$536K +$521K +19,000 New
William Blair & Company
130
William Blair & Company
Illinois
$493K +$28.4K +1,035 +6%
PI
131
PineBridge Investments
New York
$464K +$269K +9,792 +147%
CIC
132
Cornercap Investment Counsel
Georgia
$452K +$439K +16,020 New
AG
133
Aperio Group
California
$451K -$325K -11,866 Closed
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$443K +$2.11K +77 +0.5%
Tudor Investment Corp
135
Tudor Investment Corp
Connecticut
$409K +$398K +14,500 New
HighTower Advisors
136
HighTower Advisors
Illinois
$407K +$68.3K +2,491 +21%
HW
137
Hancock Whitney
Mississippi
$381K +$44.1K +1,607 +14%
NBC
138
Neuberger Berman Canada
Ontario, Canada
$378K +$367K +13,400 New
DIA
139
Dean Investment Associates
Ohio
$377K +$24.2K +883 +7%
PI
140
Placemark Investments
Illinois
$353K +$16.3K +596 +5%
WMSA
141
Weiss Multi-Strategy Advisers
New York
$330K +$97.1K +3,540 +43%
Los Angeles Capital Management
142
Los Angeles Capital Management
California
$320K
ProShare Advisors
143
ProShare Advisors
Maryland
$306K -$973K -35,481 -77%
BCIM
144
British Columbia Investment Management
British Columbia, Canada
$298K
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$287K +$142K +5,177 +103%
MAM
146
Martingale Asset Management
Massachusetts
$280K -$60.3K -2,200 -18%
SIM
147
Spark Investment Management
New York
$276K
SC
148
Saturna Capital
Washington
$273K
MSA
149
Mason Street Advisors
Wisconsin
$269K +$20K +730 +8%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$245K +$11.2K +410 +5%

AVA Hedge Fund Activity: Q4 2013 in Review

186 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2013, worth a combined $1.18B — up 11% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AVA positions and 14 closed out — a net gain of 10 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $19.2M. The largest seller was BlackRock Advisors, cutting an estimated $7.37M.

  • 186 institutional investors held Avista (AVA) as of Q4 2013, up from 177 in Q3 2013.
  • Funds reported $1.18B of Avista stock for Q4 2013, up 11% quarter-over-quarter.
  • 24 funds opened new Avista positions in Q4 2013 and 14 closed out, a net change of +10 holders.
  • The largest Avista buyer in Q4 2013 was LSV Asset Management, an estimated $19.2M added.
  • The largest Avista seller in Q4 2013 was BlackRock Advisors, an estimated $7.37M sold.

Based on aggregated 13F filings for Q4 2013.