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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
Truist Financial
126
Truist Financial
North Carolina
$943K +$545K +16,096 +157%
JCIA
127
Jackson Creek Investment Advisors
Colorado
$935K +$886K +26,154 New
HAI
128
Hennessy Advisors Inc
California
$932K – – –
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$905K -$23.3K -689 -3%
Citadel Advisors
130
Citadel Advisors
Florida
$897K -$8.01M -236,434 -90%
Osaic Holdings
131
Osaic Holdings
Arizona
$894K -$3.22K -95 -0.4%
EGM
132
Engineers Gate Manager
New York
$884K +$611K +18,034 +269%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$875K -$2.25M -66,511 -73%
ZCM
134
Ziegler Capital Management
Illinois
$860K +$46.5K +1,374 +6%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$847K – – –
JAM
136
Jupiter Asset Management
United Kingdom
$817K -$14.1M -415,725 -95%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$809K -$3.05K -90 -0.4%
Jacobs Levy Equity Management
138
Jacobs Levy Equity Management
New Jersey
$806K – – –
HighTower Advisors
139
HighTower Advisors
Illinois
$800K +$324K +9,554 +76%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$781K +$32K +946 +5%
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$770K -$41.6K -1,227 -5%
ASRS
142
Arizona State Retirement System
Arizona
$765K -$6.1K -180 -0.8%
AC
143
Apella Capital
Connecticut
$698K +$745 +22 +0.1%
LPL Financial
144
LPL Financial
California
$698K -$262K -7,734 -28%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$672K +$43.6K +1,288 +7%
PE
146
Point72 Europe
United Kingdom
$629K +$597K +17,613 New
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$622K +$590K +17,409 New
VanEck Associates
148
VanEck Associates
New York
$616K -$8.88K -262 -1%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$600K +$125K +3,699 +28%
MAM
150
Martingale Asset Management
Massachusetts
$575K – – –
4 5
6
7 8

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.