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237 hedge funds and large institutions have $2.33B invested in Avista in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $1.97B → $2.33B (+$361M)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 85.14%84.66% (-0.48%)

5% less funds holding

Funds holding: 250237 (-13)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
237
Holders Change
-13
Holders Change %
-5.2%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
82
Reduced
77
Closed
37
Calls
$357K
Puts
Net Calls
+$357K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$299K +$116K +3,158 +73%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$296K
PPW
153
Parcion Private Wealth
Washington
$294K
DADC
154
D.A. Davidson & Co
Montana
$279K +$255K +6,949 New
BSW
155
Buckingham Strategic Wealth
Missouri
$266K +$243K +6,624 New
AB
156
Amalgamated Bank
New York
$263K +$6.72K +183 +3%
OSIA
157
O'Shares Investment Advisers
Massachusetts
$256K +$10.9K +298 +5%
PAMU
158
Pictet Asset Management (UK)
United Kingdom
$253K +$231K +6,300 New
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$247K +$226K +6,160 New
CGH
160
Crossmark Global Holdings
Texas
$241K -$4.96K -135 -2%
TRCT
161
Tower Research Capital (TRC)
New York
$240K -$344K -9,366 -61%
AIP
162
Ameritas Investment Partners
Nebraska
$239K
KFA
163
Krane Funds Advisors
New York
$233K +$213K +5,810 New
WT
164
Whittier Trust
California
$227K
WI
165
Wintrust Investments
Illinois
$226K -$101K -2,755 -33%
AP
166
Advisor Partners
California
$222K +$203K +5,525 New
M&T Bank
167
M&T Bank
New York
$220K -$38.7K -1,053 -16%
IA
168
IndexIQ Advisors
New York
$198K +$18.7K +509 +12%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$178K -$27.7K -755 -15%
IAIM
170
International Assets Investment Management
Florida
$152K +$139K +3,786 New
LWM
171
Liberty Wealth Management
California
$112K
VCG
172
Vantage Consulting Group
Virginia
$102K +$93.3K +2,542 New
FTDI
173
First Trust Direct Indexing
Massachusetts
$87K +$79.8K +2,175 New
IA
174
IFP Advisors
Florida
$86K -$17.4K -474 -18%
MRCM
175
M&R Capital Management
New Jersey
$80K

AVA Hedge Fund Activity: Q4 2020 in Review

237 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2020, worth a combined $2.33B — up 18% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AVA and 26 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 82 added.

The largest buyer was Nuance Investments, opening a new position worth an estimated $48.7M. The largest seller was Renaissance Technologies, cutting an estimated $20.7M.

  • 237 institutional investors held Avista (AVA) as of Q4 2020, down from 250 in Q3 2020.
  • Funds reported $2.33B of Avista stock for Q4 2020, up 18% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q4 2020 and 37 closed out, a net change of -11 holders.
  • The largest Avista buyer in Q4 2020 was Nuance Investments, an estimated $48.7M added.
  • The largest Avista seller in Q4 2020 was Renaissance Technologies, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2020.