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Avista
AVA

251 hedge funds and large institutions have $2.77B invested in Avista in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $344K

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

19% more capital invested

Capital invested by funds: $2.33B → $2.77B (+$439M)

6% more funds holding

Funds holding: 237 → 251 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.31% less ownership

Funds ownership: 84.66% → 84.35% (-0.31%)

5% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 82

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
78
Reduced
82
Closed
23
Calls
$1.14M
Puts
$344K
Net Calls
+$794K
Net Calls Change
+$437K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$23.6M
2
NI
Nuance Investments
Missouri
+$21.8M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$17.1M
4
Invesco
Invesco
Georgia
+$15.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$58.6M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.4M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$9.04M
4
Citigroup
Citigroup
New York
-$6.67M
5
Deutsche Bank
Deutsche Bank
Germany
-$6.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
176
Buckingham Strategic Wealth
Missouri
$237K -$68.1K -1,654 -25%
AQR Capital Management
177
AQR Capital Management
Connecticut
$236K -$167K -4,048 -45%
WI
178
Wintrust Investments
Illinois
$235K -$29.3K -712 -13%
RHJA
179
Rice Hall James & Associates
California
$235K +$202K +4,914 New
BA
180
Bennicas & Associates
California
$224K +$194K +4,700 New
HSA
181
HBK Sorce Advisory
Pennsylvania
$223K +$192K +4,665 New
CCM
182
Coldstream Capital Management
Washington
$218K +$188K +4,566 New
SCM
183
Shelton Capital Management
Colorado
$217K +$187K +4,542 New
IAIM
184
International Assets Investment Management
Florida
$152K – – –
LWM
185
Liberty Wealth Management
California
$112K – – –
IA
186
IFP Advisors
Florida
$94K -$6.18K -150 -7%
BC
187
Bartlett & Co
Ohio
$72K – – –
BCWM
188
Bartlett & Co Wealth Management
Ohio
$71.6K – – –
VCM
189
Versant Capital Management
Arizona
$68K +$659 +16 +1%
SO
190
STRS Ohio
Ohio
$66K -$16.5K -400 -22%
APWA
191
Atlas Private Wealth Advisors
New Jersey
$64K – – –
SAM
192
Shell Asset Management
Netherlands
$61K – – –
BAM
193
Bellevue Asset Management
Washington
$59K – – –
Fidelity Investments
194
Fidelity Investments
Massachusetts
$56K -$412 -10 -0.8%
GWSG
195
GPS Wealth Strategies Group
Colorado
$56K +$48.9K +1,187 New
SWA
196
Sutton Wealth Advisors
Florida
$55.8K – – –
HI
197
Harbour Investments
Wisconsin
$52K +$44.6K +1,082 New
BWM
198
BerganKDV Wealth Management
Minnesota
$48K – – –
WAM
199
Wolverine Asset Management
Illinois
$48K – – –
CFA
200
Carroll Financial Associates
North Carolina
$47K – – –
6 7
8
9 10

AVA Hedge Fund Activity: Q1 2021 in Review

251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2021, worth a combined $2.77B — up 19% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AVA positions and 23 closed out — a net gain of 15 holders — while 78 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $58.6M.

  • 251 institutional investors held Avista (AVA) as of Q1 2021, up from 237 in Q4 2020.
  • Funds reported $2.77B of Avista stock for Q1 2021, up 19% quarter-over-quarter.
  • 38 funds opened new Avista positions in Q1 2021 and 23 closed out, a net change of +15 holders.
  • The largest Avista buyer in Q1 2021 was BlackRock, an estimated $23.6M added.
  • The largest Avista seller in Q1 2021 was Mitsubishi UFJ Trust & Banking, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2021.