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186 hedge funds and large institutions have $1.18B invested in Avista in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

11% more capital invested

Capital invested by funds: $1.06B → $1.18B (+$113M)

5% more funds holding

Funds holding: 177186 (+9)

2.34% more ownership

Funds ownership: 67.2%69.54% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less call options, than puts

Call options by funds: $85K | Put options by funds: $116K

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
77
Reduced
62
Closed
14
Calls
$85K
Puts
$116K
Net Calls
-$31K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
176
Madden Advisory Services
Florida
$12K +$11.8K +430 New
CTC
177
Central Trust Company
Missouri
$9K
ST
178
Smithfield Trust
Pennsylvania
$9K
BAM
179
Brave Asset Management
New Jersey
$9K +$8.67K +316 New
TCM
180
Tradewinds Capital Management
Washington
$8K +$8.23K +300 New
SGAM
181
Smith Group Asset Management
Texas
$6K
NES
182
New England Securities
New York
$5K +$4.42K +161 New
PR
183
Payden & Rygel
California
$3K
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$2K
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.29K +$62.5K +2,279 +5%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.37K +50 New
CCB
187
Cutter & Co Brokerage
Missouri
-$2.02M -76,545 Closed
SCM
188
Stevens Capital Management
Pennsylvania
-$874K -33,103 Closed
FCH
189
Freestone Capital Holdings
Washington
-$554K -21,463 Closed
Arrowstreet Capital
190
Arrowstreet Capital
Massachusetts
-$466K -17,640 Closed
NB
191
Norinchukin Bank
Japan
-$462K -17,500 Closed
PP
192
PDT Partners
New York
-$383K -14,515 Closed
D.E. Shaw & Co
193
D.E. Shaw & Co
New York
-$288K -10,902 Closed
Jacobs Levy Equity Management
194
Jacobs Levy Equity Management
New Jersey
-$275K -10,400 Closed
NPPM
195
North Point Portfolio Managers
Ohio
-$244K -9,250 Closed
Renaissance Technologies
196
Renaissance Technologies
New York
-$238K -9,000 Closed
WHRC
197
W.H. Reaves & Co
New Jersey
-$211K -8,000 Closed
RNS
198
Robert N. Shapiro
-$178K -6,750 Closed
Walleye Trading
199
Walleye Trading
New York
-$54K -2,058 Closed

AVA Hedge Fund Activity: Q4 2013 in Review

186 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2013, worth a combined $1.18B — up 11% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AVA positions and 14 closed out — a net gain of 10 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $19.2M. The largest seller was BlackRock Advisors, cutting an estimated $7.37M.

  • 186 institutional investors held Avista (AVA) as of Q4 2013, up from 177 in Q3 2013.
  • Funds reported $1.18B of Avista stock for Q4 2013, up 11% quarter-over-quarter.
  • 24 funds opened new Avista positions in Q4 2013 and 14 closed out, a net change of +10 holders.
  • The largest Avista buyer in Q4 2013 was LSV Asset Management, an estimated $19.2M added.
  • The largest Avista seller in Q4 2013 was BlackRock Advisors, an estimated $7.37M sold.

Based on aggregated 13F filings for Q4 2013.