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237 hedge funds and large institutions have $2.33B invested in Avista in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $1.97B → $2.33B (+$361M)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 85.14%84.66% (-0.48%)

5% less funds holding

Funds holding: 250237 (-13)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
237
Holders Change
-13
Holders Change %
-5.2%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
82
Reduced
77
Closed
37
Calls
$357K
Puts
Net Calls
+$357K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$77K +$147 +4 +0.3%
SO
177
STRS Ohio
Ohio
$72K -$44.1K -1,200 -40%
BSSFA
178
Baron Silver Stevens Financial Advisors
Florida
$65K +$60.3K +1,643 New
BCWM
179
Bartlett & Co Wealth Management
Ohio
$60.2K
BC
180
Bartlett & Co
Ohio
$60K
VCM
181
Versant Capital Management
Arizona
$56K -$5.84K -159 -10%
APWA
182
Atlas Private Wealth Advisors
New Jersey
$54K
SAM
183
Shell Asset Management
Netherlands
$51K
BAM
184
Bellevue Asset Management
Washington
$48K
FCH
185
Freestone Capital Holdings
Washington
$47.1K
Fidelity Investments
186
Fidelity Investments
Massachusetts
$47K -$5.14K -140 -11%
SWA
187
Sutton Wealth Advisors
Florida
$46.9K -$2.06K -56 -5%
WAM
188
Wolverine Asset Management
Illinois
$41K -$29.4K -800 -44%
BWM
189
BerganKDV Wealth Management
Minnesota
$40K
CFA
190
Carroll Financial Associates
North Carolina
$40K
PCG
191
Private Capital Group
Connecticut
$39K -$3.27K -89 -8%
CMA
192
Cedar Mountain Advisors
Oregon
$31K
FP
193
Financial Perspectives
Minnesota
$30.8K
DAM
194
Delta Asset Management
Tennessee
$24K
IA
195
Inspire Advisors
Idaho
$23K +$21.4K +584 New
FHA
196
First Horizon Advisors
Tennessee
$22K
WTC
197
WhitTier Trust Company
Nevada
$21K -$36.6K -998 -66%
SFS
198
Sowell Financial Services
Arkansas
$21K -$8.96K -244 -31%
MAM
199
Meeder Asset Management
Ohio
$21K +$16.3K +444 +617%
PWPS
200
Pinnacle Wealth Planning Services
Ohio
$21K +$19.7K +537 New

AVA Hedge Fund Activity: Q4 2020 in Review

237 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2020, worth a combined $2.33B — up 18% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AVA and 26 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 82 added.

The largest buyer was Nuance Investments, opening a new position worth an estimated $48.7M. The largest seller was Renaissance Technologies, cutting an estimated $20.7M.

  • 237 institutional investors held Avista (AVA) as of Q4 2020, down from 250 in Q3 2020.
  • Funds reported $2.33B of Avista stock for Q4 2020, up 18% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q4 2020 and 37 closed out, a net change of -11 holders.
  • The largest Avista buyer in Q4 2020 was Nuance Investments, an estimated $48.7M added.
  • The largest Avista seller in Q4 2020 was Renaissance Technologies, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2020.