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Avista
AVA

288 hedge funds and large institutions have $2.43B invested in Avista in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $2.16B → $2.43B (+$271M)

11% more call options, than puts

Call options by funds: $372K | Put options by funds: $336K

8% more funds holding

Funds holding: 266 → 288 (+22)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.7% more ownership

Funds ownership: 87.2% → 87.9% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
288
Holders Change
+22
Holders Change %
+8.27%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
96
Reduced
94
Closed
27
Calls
$372K
Puts
$336K
Net Calls
+$36K
Net Calls Change
+$328K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$54.1M
2
BlackRock
BlackRock
New York
+$17.4M
3
Goldman Sachs
Goldman Sachs
New York
+$11.7M
4
TCA
Tortoise Capital Advisors
Kansas
+$9.65M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.67M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$14.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.71M
3
Norges Bank
Norges Bank
Norway
-$8.63M
4
Citadel Advisors
Citadel Advisors
Florida
-$8.01M
5
HF
HRT Financial
New York
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
OQS
151
Occudo Quantitative Strategies
Florida
$558K +$529K +15,626 New
Schroder Investment Management Group
152
Schroder Investment Management Group
United Kingdom
$545K +$518K +15,283 New
Capstone Investment Advisors
153
Capstone Investment Advisors
New York
$519K +$492K +14,513 New
AA
154
ALPS Advisors
Colorado
$485K +$65K +1,920 +16%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$482K +$163K +4,816 +56%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$477K – – –
Mariner
157
Mariner
Kansas
$474K +$69.8K +2,062 +18%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$470K +$150K +4,418 +51%
PRC
159
Pearl River Capital
Michigan
$470K -$253K -7,475 -36%
KFA
160
Krane Funds Advisors
New York
$469K -$41.5K -1,225 -9%
ECM
161
Everence Capital Management
Indiana
$449K -$118K -3,470 -22%
VI
162
Versor Investments
New York
$443K – – –
Allianz Asset Management
163
Allianz Asset Management
Germany
$435K -$260K -7,668 -39%
BHCM
164
Brevan Howard Capital Management
Jersey
$423K +$401K +11,829 New
KeyBank National Association
165
KeyBank National Association
Ohio
$417K +$10.8K +318 +3%
SEC
166
Seven Eight Capital
New York
$409K +$388K +11,455 New
BEI
167
Benjamin Edwards Inc
Missouri
$404K +$239K +7,055 +166%
DWP
168
Daymark Wealth Partners
Ohio
$400K – – –
PAS
169
Park Avenue Securities
New York
$400K +$379K +11,200 New
Baird Financial Group
170
Baird Financial Group
Wisconsin
$392K -$22.6K -666 -6%
Creative Planning
171
Creative Planning
Kansas
$376K +$678 +20 +0.2%
II
172
IFM Investors
Australia
$368K +$8K +236 +2%
LNWTC
173
Laird Norton Wetherby Trust Company
Washington
$367K +$348K +10,261 New
MNBTD
174
Moody National Bank Trust Division
Texas
$366K – – –
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$351K +$54.7K +1,614 +20%
5 6
7
8 9

AVA Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2023, worth a combined $2.43B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AVA positions and 27 closed out — a net gain of 23 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was Jupiter Asset Management, cutting an estimated $14.1M.

  • 288 institutional investors held Avista (AVA) as of Q4 2023, up from 266 in Q3 2023.
  • Funds reported $2.43B of Avista stock for Q4 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Avista positions in Q4 2023 and 27 closed out, a net change of +23 holders.
  • The largest Avista buyer in Q4 2023 was Morgan Stanley, an estimated $54.1M added.
  • The largest Avista seller in Q4 2023 was Jupiter Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.