We are live on ! Find out more

330 hedge funds and large institutions have $2.63B invested in Avista in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.01M

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

12% more capital invested

Capital invested by funds: $2.34B → $2.63B (+$292M)

5% more funds holding

Funds holding: 315330 (+15)

0.06% less ownership

Funds ownership: 86.41%86.35% (-0.06%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
109
Reduced
110
Closed
29
Calls
$2.55M
Puts
$1.01M
Net Calls
+$1.53M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$756K -$182K -4,821 -20%
WAM
152
Weiss Asset Management
Massachusetts
$740K +$722K +19,097 New
B
153
Bailard
California
$736K
ETC
154
Exchange Traded Concepts
Oklahoma
$736K -$1.01M -26,780 -59%
AC
155
Apella Capital
Connecticut
$733K +$38 +1 +0%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$718K -$18K -476 -3%
BEI
157
Benjamin Edwards Inc
Missouri
$718K +$137K +3,633 +24%
MAS
158
Meeder Advisory Services
Ohio
$701K +$34K +898 +5%
GT
159
Glenmede Trust
Pennsylvania
$697K +$680K +17,995 New
TC
160
TwinBeech Capital
New York
$682K +$666K +17,610 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$675K +$26.7K +707 +4%
SFM
162
Systematic Financial Management
New Jersey
$673K +$657K +17,371 New
AA
163
ALPS Advisors
Colorado
$671K -$44.2K -1,170 -6%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$648K +$633K +16,729 New
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$629K
Baird Financial Group
166
Baird Financial Group
Wisconsin
$627K -$2.15K -57 -0.4%
GCP
167
GSA Capital Partners
United Kingdom
$610K -$2.17M -57,490 -79%
SCM
168
Sterling Capital Management
North Carolina
$601K +$587K +15,511 New
Squarepoint
169
Squarepoint
New York
$598K -$377K -9,967 -39%
US Bancorp
170
US Bancorp
Minnesota
$573K +$240K +6,344 +75%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$563K +$101K +2,659 +22%
CIC
172
Cornercap Investment Counsel
Georgia
$550K -$591K -15,639 -52%
PAS
173
Park Avenue Securities
New York
$531K +$81.5K +2,155 +19%
PTC
174
Petrus Trust Company
Texas
$524K
N
175
Natixis
France
$509K +$497K +13,134 New

AVA Hedge Fund Activity: Q3 2024 in Review

330 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2024, worth a combined $2.63B — up 12% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVA positions and 29 closed out — a net gain of 18 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $14.3M. The largest seller was Tortoise Capital Advisors, cutting an estimated $13.6M.

  • 330 institutional investors held Avista (AVA) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.63B of Avista stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Avista positions in Q3 2024 and 29 closed out, a net change of +18 holders.
  • The largest Avista buyer in Q3 2024 was Arrowstreet Capital, an estimated $14.3M added.
  • The largest Avista seller in Q3 2024 was Tortoise Capital Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.