We are live on ! Find out more

237 hedge funds and large institutions have $2.7B invested in Avista in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% more ownership

Funds ownership: 77.51%81.27% (+3.8%)

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

1% more capital invested

Capital invested by funds: $2.68B → $2.7B (+$19.7M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 239237 (-2)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

Holders
237
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
79
Reduced
72
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$217K +$19.2K +375 +10%
LSV Asset Management
177
LSV Asset Management
Illinois
$208K -$19.2M -374,745 -99%
GC
178
Gibson Capital
Pennsylvania
$202K
WTB
179
Washington Trust Bank
Washington
$194K
FIA
180
FNY Investment Advisers
New York
$185K +$188K +3,669 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$179K -$14.1K -275 -7%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$160K -$23.5K -459 -13%
AAM
183
Advisors Asset Management
Colorado
$150K -$83.3K -1,630 -35%
IA
184
IFP Advisors
Florida
$142K -$1.33K -26 -0.9%
AA
185
Ancora Advisors
Ohio
$131K -$394K -7,700 -75%
VCM
186
Versant Capital Management
Arizona
$130K -$1.74K -34 -1%
PRS
187
Pinkerton Retirement Specialists
Idaho
$123K
MSA
188
Marino Stram & Associates
Massachusetts
$110K
MRCM
189
M&R Capital Management
New Jersey
$106K +$5.11K +100 +5%
LIA
190
LS Investment Advisors
Michigan
$94K -$5.32K -104 -5%
SWM
191
SeaCrest Wealth Management
New York
$92K
PAMG
192
Patton Albertson Miller Group
Tennessee
$92K +$92K +1,800 New
KJWM
193
Kiley Juergens Wealth Management
Washington
$77K +$256 +5 +0.3%
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$62K +$62.2K +1,217 New
GWM
195
Geneos Wealth Management
Colorado
$60K
BWM
196
BerganKDV Wealth Management
Minnesota
$51K
CFA
197
Carroll Financial Associates
North Carolina
$50K
SWA
198
Sutton Wealth Advisors
Florida
$40.4K
WA
199
WP Advisors
California
$32K +$256 +5 +0.8%
DAM
200
Delta Asset Management
Tennessee
$30K

AVA Hedge Fund Activity: Q3 2018 in Review

237 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2018, worth a combined $2.7B — up 0.73% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AVA and 27 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 79 added.

The largest buyer was Alpha Wave Global, opening a new position worth an estimated $52.6M. The largest seller was Sandell Asset Management, cutting an estimated $24.5M.

  • 237 institutional investors held Avista (AVA) as of Q3 2018, down from 239 in Q2 2018.
  • Funds reported $2.7B of Avista stock for Q3 2018, up 0.73% quarter-over-quarter.
  • 27 funds opened new Avista positions in Q3 2018 and 28 closed out, a net change of -1 holder.
  • The largest Avista buyer in Q3 2018 was Alpha Wave Global, an estimated $52.6M added.
  • The largest Avista seller in Q3 2018 was Sandell Asset Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q3 2018.