We are live on ! Find out more
AVA icon

Avista
AVA

253 hedge funds and large institutions have $2.38B invested in Avista in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 63 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 63

12% more capital invested

Capital invested by funds: $2.12B → $2.38B (+$259M)

1.7% more ownership

Funds ownership: 79.51% → 81.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 266 → 253 (-13)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

Holders
253
Holders Change
-13
Holders Change %
-4.89%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
99
Reduced
63
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$21.7M
2
SBH
Segall Bryant & Hamill
Illinois
+$21.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$20.1M
4
Invesco
Invesco
Georgia
+$19.1M
5
N
Nuveen
North Carolina
+$17.8M

Top Sellers

Rank Fund Capital Flow
1
AA
AQR Arbitrage
Connecticut
-$37.5M
2
Millennium Management
Millennium Management
New York
-$26.7M
3
Two Sigma Investments
Two Sigma Investments
New York
-$13.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$13.1M
5
MF
Magnetar Financial
Illinois
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$513K +$488K +11,462 New
RA
152
Royce & Associates
New York
$491K – – –
SCM
153
Symons Capital Management
Pennsylvania
$483K – – –
PA
154
Profund Advisors
Maryland
$475K -$170 -4 -0%
USAA
155
United Services Automobile Association
Texas
$461K – – –
AB
156
Amalgamated Bank
New York
$461K +$26.2K +616 +6%
DIM
157
DC Investments Management
Virginia
$428K +$408K +9,588 New
Neuberger Berman Group
158
Neuberger Berman Group
New York
$421K +$402K +9,441 New
FP
159
Foundry Partners
Minnesota
$416K +$41.5K +975 +12%
DADC
160
D.A. Davidson & Co
Montana
$415K +$12.8K +300 +3%
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$414K -$45K -1,056 -10%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$399K +$4.26K +100 +1%
CBOA
163
Commonwealth Bank of Australia
Australia
$396K +$111K +2,600 +41%
GCP
164
GSA Capital Partners
United Kingdom
$369K +$110K +2,574 +45%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$369K +$243K +5,701 +222%
RJA
166
Raymond James & Associates
Florida
$363K -$108K -2,528 -24%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$360K +$128 +3 +0%
WTC
168
WhitTier Trust Company
Nevada
$356K -$128K -3,000 -27%
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
$351K -$2.16M -50,612 -87%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$318K +$43 +1 +0%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$296K – – –
SCM
172
Shelton Capital Management
Colorado
$294K +$269K +6,321 +2,359%
PP
173
Paloma Partners
Connecticut
$290K +$277K +6,502 New
CWM
174
Confluence Wealth Management
Oregon
$280K -$15.2K -357 -5%
SG Americas Securities
175
SG Americas Securities
New York
$277K -$4.18M -98,261 -94%
5 6
7
8 9

AVA Hedge Fund Activity: Q2 2019 in Review

253 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2019, worth a combined $2.38B — up 12% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AVA and 35 opened new positions — a net loss of 9 holders — while 63 trimmed existing stakes and 99 added.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $21.7M. The largest seller was AQR Arbitrage, cutting an estimated $37.5M.

  • 253 institutional investors held Avista (AVA) as of Q2 2019, down from 266 in Q1 2019.
  • Funds reported $2.38B of Avista stock for Q2 2019, up 12% quarter-over-quarter.
  • 35 funds opened new Avista positions in Q2 2019 and 44 closed out, a net change of -9 holders.
  • The largest Avista buyer in Q2 2019 was Westwood Holdings Group, an estimated $21.7M added.
  • The largest Avista seller in Q2 2019 was AQR Arbitrage, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2019.