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250 hedge funds and large institutions have $1.97B invested in Avista in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.13% more ownership

Funds ownership: 81.01%85.14% (+4.1%)

1% less capital invested

Capital invested by funds: $1.98B → $1.97B (-$10.5M)

7% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 89

3% less funds holding

Funds holding: 259250 (-9)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $365K

Holders
250
Holders Change
-9
Holders Change %
-3.47%
% of All Funds
5.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
83
Reduced
89
Closed
32
Calls
Puts
$365K
Net Calls
-$365K
Net Calls Change
-$736K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$203K
WT
177
Whittier Trust
California
$193K +$181K +5,000 +769%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$189K -$102K -2,814 -34%
MSFP
179
Mark Sheptoff Financial Planning
Connecticut
$188K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$177K +$43.2K +1,193 +30%
QT
181
Quantbot Technologies
New York
$159K -$263K -7,258 -61%
IA
182
IndexIQ Advisors
New York
$151K +$8.69K +240 +6%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$148K +$156K +4,300 New
SO
184
STRS Ohio
Ohio
$102K -$47.1K -1,300 -30%
LWM
185
Liberty Wealth Management
California
$101K
PCM
186
Prelude Capital Management
New York
$95K +$84.9K +2,343 +542%
PHK
187
Point72 Hong Kong
Hong Kong
$91K +$36.3K +1,002 +60%
IA
188
IFP Advisors
Florida
$88K
MRCM
189
M&R Capital Management
New Jersey
$68K
NICM
190
Neo Ivy Capital Management
New York
$65K +$49.4K +1,363 +243%
WAM
191
Wolverine Asset Management
Illinois
$62K
GWM
192
Geneos Wealth Management
Colorado
$54K +$36.2K +1,000 +167%
VCM
193
Versant Capital Management
Arizona
$53K +$2.28K +63 +4%
WTC
194
WhitTier Trust Company
Nevada
$52K
BCWM
195
Bartlett & Co Wealth Management
Ohio
$51.2K
BC
196
Bartlett & Co
Ohio
$51K
APWA
197
Atlas Private Wealth Advisors
New Jersey
$46K
Fidelity Investments
198
Fidelity Investments
Massachusetts
$45K -$4.35K -120 -8%
SAM
199
Shell Asset Management
Netherlands
$43K
BAM
200
Bellevue Asset Management
Washington
$42K

AVA Hedge Fund Activity: Q3 2020 in Review

250 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2020, worth a combined $1.97B — down 0.53% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AVA and 23 opened new positions — a net loss of 9 holders — while 89 trimmed existing stakes and 83 added.

The largest buyer was Public Sector Pension Investment Board (PSP Investments), adding an estimated $170M. The largest seller was Renaissance Technologies, cutting an estimated $19.4M.

  • 250 institutional investors held Avista (AVA) as of Q3 2020, down from 259 in Q2 2020.
  • Funds reported $1.97B of Avista stock for Q3 2020, down 0.53% quarter-over-quarter.
  • 23 funds opened new Avista positions in Q3 2020 and 32 closed out, a net change of -9 holders.
  • The largest Avista buyer in Q3 2020 was Public Sector Pension Investment Board (PSP Investments), an estimated $170M added.
  • The largest Avista seller in Q3 2020 was Renaissance Technologies, an estimated $19.4M sold.

Based on aggregated 13F filings for Q3 2020.