We are live on ! Find out more
AVA icon

Avista
AVA

266 hedge funds and large institutions have $2.64B invested in Avista in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 263 → 266 (+3)

0% more capital invested

Capital invested by funds: $2.62B → $2.64B (+$12.2M)

0.24% more ownership

Funds ownership: 81.92% → 82.16% (+0.24%)

12% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 95

Holders
266
Holders Change
+3
Holders Change %
+1.14%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
84
Reduced
95
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$32.1M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$23M
3
State Street
State Street
Massachusetts
+$15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$12.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.73M

Top Sellers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
-$21.6M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$8.69M
3
PCM
Peregrine Capital Management
Minnesota
-$8.54M
4
MPAM
Monarch Partners Asset Management
Massachusetts
-$7.72M
5
CPP
Crow Point Partners
Massachusetts
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
151
Balyasny Asset Management
Illinois
$489K -$707K -14,853 -59%
JG
152
Jefferies Group
New York
$481K +$476K +10,000 New
FP
153
Foundry Partners
Minnesota
$468K +$30.9K +649 +7%
DIM
154
DC Investments Management
Virginia
$451K -$123K -2,578 -22%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$447K – – –
CIBC Asset Management
156
CIBC Asset Management
Ontario, Canada
$427K +$154K +3,243 +58%
WI
157
Wintrust Investments
Illinois
$391K +$41.4K +869 +12%
AQR Capital Management
158
AQR Capital Management
Connecticut
$390K -$1.41M -29,681 -79%
RJA
159
Raymond James & Associates
Florida
$384K -$17.6K -369 -4%
CSS
160
Cubist Systematic Strategies
Connecticut
$376K -$2.03M -42,617 -84%
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$373K -$227K -4,757 -37%
LCM
162
Laurion Capital Management
New York
$367K +$36.1K +757 +11%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$357K +$18.6K +391 +6%
Millennium Management
164
Millennium Management
New York
$356K -$806K -16,921 -70%
PPW
165
Parcion Private Wealth
Washington
$353K +$349K +7,333 New
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$346K +$2.52K +53 +0.7%
CWM
167
Confluence Wealth Management
Oregon
$339K – – –
Voloridge Investment Management
168
Voloridge Investment Management
Florida
$312K +$309K +6,498 New
SO
169
STRS Ohio
Ohio
$307K – – –
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$296K – – –
CGH
171
Crossmark Global Holdings
Texas
$288K +$3.81K +80 +1%
PP
172
Prudential plc
United Kingdom
$286K +$284K +5,956 New
SCM
173
Shelton Capital Management
Colorado
$284K -$11.9K -249 -4%
FC
174
FORA Capital
Florida
$283K +$281K +5,894 New
AIP
175
Ameritas Investment Partners
Nebraska
$277K +$14.9K +313 +6%
5 6
7
8 9

AVA Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2019, worth a combined $2.64B — up 0.47% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AVA positions and 26 closed out — a net gain of 11 holders — while 84 added to existing stakes and 95 trimmed.

The largest buyer was Citigroup, adding an estimated $32.1M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $21.6M sold.

  • 266 institutional investors held Avista (AVA) as of Q4 2019, up from 263 in Q3 2019.
  • Funds reported $2.64B of Avista stock for Q4 2019, up 0.47% quarter-over-quarter.
  • 37 funds opened new Avista positions in Q4 2019 and 26 closed out, a net change of +11 holders.
  • The largest Avista buyer in Q4 2019 was Citigroup, an estimated $32.1M added.
  • The largest Avista seller in Q4 2019 was Segall Bryant & Hamill, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2019.