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244 hedge funds and large institutions have $2.74B invested in Avista in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

9% more funds holding

Funds holding: 223244 (+21)

3.89% more ownership

Funds ownership: 78.74%82.63% (+3.9%)

4% more capital invested

Capital invested by funds: $2.62B → $2.74B (+$117M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
244
Holders Change
+21
Holders Change %
+9.42%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
42
Increased
67
Reduced
81
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SM
176
Sciencast Management
New Jersey
$275K +$278K +5,350 New
Neuberger Berman Group
177
Neuberger Berman Group
New York
$274K -$571 -11 -0.2%
AAM
178
Advisors Asset Management
Colorado
$267K -$21.3K -410 -7%
VIA
179
Vident Investment Advisory
Georgia
$262K +$264K +5,092 New
ECM
180
Everence Capital Management
Indiana
$260K
SDIC
181
South Dakota Investment Council
South Dakota
$257K -$690K -13,300 -73%
SMC
182
S. Muoio & Co
New York
$257K
ZCA
183
Zeke Capital Advisors
Pennsylvania
$250K +$252K +4,853 New
BCM
184
BlueCrest Capital Management
Jersey
$247K +$249K +4,803 New
DADC
185
D.A. Davidson & Co
Montana
$246K -$11K -212 -4%
JIC
186
Johnson Investment Counsel
Ohio
$237K
FCBT
187
First Citizens Bank & Trust
North Carolina
$221K -$5.13K -99 -2%
SCM
188
Symons Capital Management
Pennsylvania
$220K
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$218K +$56K +1,080 +34%
GC
190
Gibson Capital
Pennsylvania
$205K
WTB
191
Washington Trust Bank
Washington
$197K
SFPIA
192
Stevens First Principles Investment Advisors
California
$195K
AG
193
Advisor Group
Arizona
$176K +$24.2K +466 +16%
PSC
194
Prentiss Smith & Co
Vermont
$171K
IA
195
IFP Advisors
Florida
$147K -$1.03M -19,948 -87%
VCM
196
Versant Capital Management
Arizona
$136K -$363 -7 -0.3%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$132K +$1.66K +32 +1%
PRS
198
Pinkerton Retirement Specialists
Idaho
$125K +$126K +2,423 New
JIR
199
James Investment Research
Ohio
$118K -$70K -1,350 -37%
PO
200
Private Ocean
California
$115K +$115K +2,224 New

AVA Hedge Fund Activity: Q4 2017 in Review

244 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2017, worth a combined $2.74B — up 4.4% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AVA positions and 19 closed out — a net gain of 23 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Invesco, cutting an estimated $13.9M.

  • 244 institutional investors held Avista (AVA) as of Q4 2017, up from 223 in Q3 2017.
  • Funds reported $2.74B of Avista stock for Q4 2017, up 4.4% quarter-over-quarter.
  • 42 funds opened new Avista positions in Q4 2017 and 19 closed out, a net change of +23 holders.
  • The largest Avista buyer in Q4 2017 was Assenagon Asset Management, an estimated $28.4M added.
  • The largest Avista seller in Q4 2017 was Invesco, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2017.