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269 hedge funds and large institutions have $2.9B invested in Avista in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $611K | Put options by funds: $183K

1.58% more ownership

Funds ownership: 89.43%91.01% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 94

1% more capital invested

Capital invested by funds: $2.86B → $2.9B (+$35.5M)

7% less funds holding

Funds holding: 289269 (-20)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

Holders
269
Holders Change
-20
Holders Change %
-6.92%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
97
Reduced
94
Closed
41
Calls
$611K
Puts
$183K
Net Calls
+$428K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
DA
126
Duality Advisers
Florida
$837K +$816K +19,711 New
Jennison Associates
127
Jennison Associates
New York
$825K +$805K +19,440 New
American Century Companies
128
American Century Companies
Missouri
$824K -$7.77M -187,647 -91%
Boston Partners
129
Boston Partners
Massachusetts
$783K -$4.06K -98 -0.5%
Truist Financial
130
Truist Financial
North Carolina
$750K -$369K -8,912 -34%
GCM
131
Greenland Capital Management
New York
$744K +$726K +17,530 New
VanEck Associates
132
VanEck Associates
New York
$739K -$10.1K -245 -1%
Two Sigma Investments
133
Two Sigma Investments
New York
$674K +$657K +15,878 New
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$664K +$77.3K +1,866 +14%
Jane Street
135
Jane Street
New York
$601K -$314K -7,590 -35%
TYCC
136
Texas Yale Capital Corp
Florida
$579K
EI
137
Ethic Inc
New York
$572K +$557K +13,463 New
AIM
138
Aigen Investment Management
New York
$565K +$551K +13,315 New
KBC Group
139
KBC Group
Belgium
$561K +$289K +6,972 +112%
PAMS
140
Pictet Asset Management (Switzerland)
Switzerland
$554K +$52K +1,256 +11%
HEIP
141
Hudson Edge Investment Partners
New Jersey
$547K -$11.4K -275 -2%
AP
142
Americana Partners
Texas
$544K -$5.18K -125 -1%
VIA
143
Virtus Investment Advisers
Connecticut
$542K -$18.2K -440 -3%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$541K +$106K +2,569 +25%
US Bancorp
145
US Bancorp
Minnesota
$520K -$20.7K -500 -4%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$486K +$51.6K +1,246 +12%
HighTower Advisors
147
HighTower Advisors
Illinois
$478K +$12.4K +300 +3%
NYLIM
148
New York Life Investment Management
New York
$476K -$55.9K -1,351 -11%
YIH
149
Y-Intercept (HK)
Hong Kong
$452K +$441K +10,645 New
PRC
150
Pearl River Capital
Michigan
$450K +$439K +10,606 New

AVA Hedge Fund Activity: Q1 2023 in Review

269 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2023, worth a combined $2.9B — up 1.2% from $2.86B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVA and 26 opened new positions — a net loss of 15 holders — while 94 trimmed existing stakes and 97 added.

The largest buyer was State Street, adding an estimated $348M. The largest seller was Millennium Management, cutting an estimated $95M.

  • 269 institutional investors held Avista (AVA) as of Q1 2023, down from 289 in Q4 2022.
  • Funds reported $2.9B of Avista stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q1 2023 and 41 closed out, a net change of -15 holders.
  • The largest Avista buyer in Q1 2023 was State Street, an estimated $348M added.
  • The largest Avista seller in Q1 2023 was Millennium Management, an estimated $95M sold.

Based on aggregated 13F filings for Q1 2023.