We are live on ! Find out more

266 hedge funds and large institutions have $2.12B invested in Avista in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 101 increasing their positions, 63 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 63

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

6% more funds holding

Funds holding: 251266 (+15)

2.93% more ownership

Funds ownership: 76.58%79.51% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.13B → $2.12B (-$10.9M)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
101
Reduced
63
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$289K +$82 +2 +0%
CWM
177
Confluence Wealth Management
Oregon
$269K +$53.3K +1,297 +24%
CBOA
178
Commonwealth Bank of Australia
Australia
$255K
CCM
179
Coldstream Capital Management
Washington
$246K +$822 +20 +0.3%
BA
180
Bennicas & Associates
California
$240K
CGH
181
Crossmark Global Holdings
Texas
$238K -$3.7K -90 -2%
NIT
182
NumerixS Investment Technologies
British Columbia, Canada
$238K +$218K +5,304 +884%
GHCM
183
Glen Harbor Capital Management
California
$235K +$238K +5,780 New
GCP
184
GSA Capital Partners
United Kingdom
$231K -$731K -17,796 -76%
CIBC Asset Management
185
CIBC Asset Management
Ontario, Canada
$229K
IUHSA
186
Itau Unibanco Holding S.A.
Brazil
$225K
MSFP
187
Mark Sheptoff Financial Planning
Connecticut
$223K
AIP
188
Ameritas Investment Partners
Nebraska
$221K
GH
189
GAM Holding
Switzerland
$207K +$210K +5,101 New
SDIC
190
South Dakota Investment Council
South Dakota
$203K
MCIM
191
Meadow Creek Investment Management
Georgia
$193K +$196K +4,760 New
WAM
192
Wolverine Asset Management
Illinois
$175K -$667K -16,235 -79%
SO
193
STRS Ohio
Ohio
$174K -$90.4K -2,200 -34%
SFM
194
Systematic Financial Management
New Jersey
$172K +$174K +4,240 New
Fidelity Investments
195
Fidelity Investments
Massachusetts
$167K -$17.3M -421,516 -99%
AG
196
Advisor Group
Arizona
$163K +$60.3K +1,468 +58%
EP
197
Elkfork Partners
Oregon
$152K +$154K +3,740 New
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$146K -$28.2K -685 -16%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$139K +$18.2K +444 +15%
AIM
200
Assured Investment Management
New York
$133K +$135K +3,281 New

AVA Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2019, worth a combined $2.12B — down 0.51% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AVA positions and 38 closed out — a net gain of 16 holders — while 101 added to existing stakes and 63 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $41.4M. The largest seller was Magnetar Financial, cutting an estimated $113M.

  • 266 institutional investors held Avista (AVA) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $2.12B of Avista stock for Q1 2019, down 0.51% quarter-over-quarter.
  • 54 funds opened new Avista positions in Q1 2019 and 38 closed out, a net change of +16 holders.
  • The largest Avista buyer in Q1 2019 was Acadian Asset Management, an estimated $41.4M added.
  • The largest Avista seller in Q1 2019 was Magnetar Financial, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2019.