We are live on ! Find out more

212 hedge funds and large institutions have $1.26B invested in Avista in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $295K | Put options by funds: $61K

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 62

14% more funds holding

Funds holding: 186212 (+26)

7% more capital invested

Capital invested by funds: $1.18B → $1.26B (+$88.1M)

0.87% less ownership

Funds ownership: 69.54%68.67% (-0.87%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
212
Holders Change
+26
Holders Change %
+13.98%
% of All Funds
6.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
41
Increased
82
Reduced
62
Closed
14
Calls
$295K
Puts
$61K
Net Calls
+$234K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
151
Horizon Investment Services
Indiana
$389K +$352K +12,103 New
PI
152
Placemark Investments
Illinois
$368K -$13.1K -449 -4%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$359K +$340K +11,700 New
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$353K +$4.07K +140 +1%
BCIM
155
British Columbia Investment Management
British Columbia, Canada
$324K
Nomura Holdings
156
Nomura Holdings
Japan
$317K +$302K +10,399 New
HH
157
HWG Holdings
Texas
$305K +$289K +9,950 New
SC
158
Saturna Capital
Washington
$297K
LA
159
Lynch & Associates
Indiana
$297K +$282K +9,700 New
VKH
160
Virtu KCG Holdings
New York
$294K +$278K +9,576 New
GGPS
161
Gary Goldberg Planning Services
New York
$286K +$135K +4,637 +99%
SKK
162
Shepherd Kaplan Krochuk
Massachusetts
$270K +$256K +8,803 New
Natixis Advisors
163
Natixis Advisors
Massachusetts
$263K -$3.75K -129 -1%
RB
164
Rodgers Brothers
Pennsylvania
$246K +$233 +8 +0.1%
KFS
165
KMS Financial Services
Washington
$237K +$225K +7,732 New
SCA
166
SAC Capital Advisors
Connecticut
$234K +$222K +7,622 New
BA
167
Bennicas & Associates
California
$230K -$2.91K -100 -1%
CIBC Asset Management
168
CIBC Asset Management
Ontario, Canada
$230K +$218K +7,508 New
WTB
169
Washington Trust Bank
Washington
$226K +$214K +7,374 New
MSA
170
Mason Street Advisors
Wisconsin
$225K -$64.2K -2,209 -23%
WCM
171
Weatherstone Capital Management
Colorado
$221K
HH
172
Hilltop Holdings
Texas
$218K +$207K +7,105 New
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$216K +$204K +7,031 New
CBOA
174
Commonwealth Bank of Australia
Australia
$210K +$199K +6,851 New
HS
175
Huntington Steele
Pennsylvania
$205K +$194K +6,685 New

AVA Hedge Fund Activity: Q1 2014 in Review

212 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2014, worth a combined $1.26B — up 7.5% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AVA positions and 14 closed out — a net gain of 27 holders — while 82 added to existing stakes and 62 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $11.5M. The largest seller was River Road Asset Management, cutting an estimated $42M.

  • 212 institutional investors held Avista (AVA) as of Q1 2014, up from 186 in Q4 2013.
  • Funds reported $1.26B of Avista stock for Q1 2014, up 7.5% quarter-over-quarter.
  • 41 funds opened new Avista positions in Q1 2014 and 14 closed out, a net change of +27 holders.
  • The largest Avista buyer in Q1 2014 was Acadian Asset Management, an estimated $11.5M added.
  • The largest Avista seller in Q1 2014 was River Road Asset Management, an estimated $42M sold.

Based on aggregated 13F filings for Q1 2014.