We are live on ! Find out more

251 hedge funds and large institutions have $2.77B invested in Avista in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $344K

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

19% more capital invested

Capital invested by funds: $2.33B → $2.77B (+$439M)

6% more funds holding

Funds holding: 237251 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 84.66%84.35% (-0.31%)

5% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 82

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
78
Reduced
82
Closed
23
Calls
$1.14M
Puts
$344K
Net Calls
+$794K
Net Calls Change
+$437K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$365K +$82.4K +2,000 +35%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$360K +$56.8K +1,380 +22%
PPW
153
Parcion Private Wealth
Washington
$350K
FP
154
Foundry Partners
Minnesota
$346K -$152K -3,700 -34%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$341K -$33.6K -817 -10%
LWAC
156
Laurel Wealth Advisors (California)
California
$333K -$118K -2,856 -29%
DADC
157
D.A. Davidson & Co
Montana
$332K
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$321K +$277K +6,718 New
Axa
159
Axa
France
$320K -$165K -4,000 -37%
OSIA
160
O'Shares Investment Advisers
Massachusetts
$320K +$13.7K +333 +5%
BIP
161
Brandes Investment Partners
California
$312K +$272K +6,611 New
AP
162
Advisor Partners
California
$310K +$39.7K +963 +17%
TRCT
163
Tower Research Capital (TRC)
New York
$299K +$11.6K +282 +5%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$296K
CGH
165
Crossmark Global Holdings
Texas
$295K +$7K +170 +3%
CC
166
Centiva Capital
New York
$294K +$253K +6,153 New
AB
167
Amalgamated Bank
New York
$293K -$16.5K -400 -6%
QT
168
Quantbot Technologies
New York
$271K +$234K +5,687 New
AIP
169
Ameritas Investment Partners
Nebraska
$267K -$14.7K -358 -6%
6M
170
6 Meridian
Kansas
$264K +$228K +5,528 New
CGIM
171
Cannon Global Investment Management
Florida
$253K +$218K +5,300 New
Truist Financial
172
Truist Financial
North Carolina
$253K +$218K +5,302 New
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$245K +$28.4K +690 +16%
PAMU
174
Pictet Asset Management (UK)
United Kingdom
$244K -$49.4K -1,200 -19%
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
$239K -$1.07M -26,080 -84%

AVA Hedge Fund Activity: Q1 2021 in Review

251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2021, worth a combined $2.77B — up 19% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AVA positions and 23 closed out — a net gain of 15 holders — while 78 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $58.6M.

  • 251 institutional investors held Avista (AVA) as of Q1 2021, up from 237 in Q4 2020.
  • Funds reported $2.77B of Avista stock for Q1 2021, up 19% quarter-over-quarter.
  • 38 funds opened new Avista positions in Q1 2021 and 23 closed out, a net change of +15 holders.
  • The largest Avista buyer in Q1 2021 was BlackRock, an estimated $23.6M added.
  • The largest Avista seller in Q1 2021 was Mitsubishi UFJ Trust & Banking, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2021.