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269 hedge funds and large institutions have $2.31B invested in Avista in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

1% more funds holding

Funds holding: 266269 (+3)

1.38% less ownership

Funds ownership: 82.16%80.78% (-1.4%)

12% less capital invested

Capital invested by funds: $2.64B → $2.31B (-$329M)

18% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 93

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
5.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
76
Reduced
93
Closed
38
Calls
$370K
Puts
Net Calls
+$370K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
176
Quantitative Investment Management
Virginia
$322K +$366K +7,599 New
PA
177
Profund Advisors
Maryland
$320K -$181K -3,762 -33%
N
178
Natixis
France
$319K +$361K +7,500 New
PPW
179
Parcion Private Wealth
Washington
$312K
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$310K -$6.16K -128 -2%
CWM
181
Confluence Wealth Management
Oregon
$299K -$433 -9 -0.1%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$296K
TI
183
Trexquant Investment
Connecticut
$264K +$299K +6,216 New
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$258K +$62.7K +1,302 +27%
CGH
185
Crossmark Global Holdings
Texas
$257K +$2.89K +60 +1%
OTPPB
186
Ontario Teachers' Pension Plan Board
Ontario, Canada
$255K +$289K +5,997 New
AIP
187
Ameritas Investment Partners
Nebraska
$253K +$9.63K +200 +3%
SCM
188
Shelton Capital Management
Colorado
$235K -$18.2K -379 -6%
MSFP
189
Mark Sheptoff Financial Planning
Connecticut
$234K
PP
190
Paloma Partners
Connecticut
$232K -$658K -13,673 -71%
MFG
191
Magnus Financial Group
New York
$215K +$243K +5,050 New
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$214K +$8.86K +184 +4%
DFG
193
Demars Financial Group
Washington
$209K +$818 +17 +0.3%
BCM
194
Bayesian Capital Management
New York
$205K +$232K +4,827 New
IA
195
IndexIQ Advisors
New York
$179K +$203K +4,216 New
VanEck Associates
196
VanEck Associates
New York
$175K -$6.35K -132 -3%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$149K -$54K -1,122 -24%
LWM
198
Liberty Wealth Management
California
$126K
WAM
199
Wolverine Asset Management
Illinois
$119K
IA
200
IFP Advisors
Florida
$105K

AVA Hedge Fund Activity: Q1 2020 in Review

269 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2020, worth a combined $2.31B — down 12% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVA positions and 38 closed out — a net gain of 6 holders — while 76 added to existing stakes and 93 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $20.3M. The largest seller was Citigroup, cutting an estimated $34.2M.

  • 269 institutional investors held Avista (AVA) as of Q1 2020, up from 266 in Q4 2019.
  • Funds reported $2.31B of Avista stock for Q1 2020, down 12% quarter-over-quarter.
  • 44 funds opened new Avista positions in Q1 2020 and 38 closed out, a net change of +6 holders.
  • The largest Avista buyer in Q1 2020 was Victory Capital Management, an estimated $20.3M added.
  • The largest Avista seller in Q1 2020 was Citigroup, an estimated $34.2M sold.

Based on aggregated 13F filings for Q1 2020.