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255 hedge funds and large institutions have $2.27B invested in Avista in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $489K | Put options by funds: $275K

17% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 75

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0.1% more ownership

Funds ownership: 83.21%83.31% (+0.1%)

0% more funds holding

Funds holding: 255255 (0)

8% less capital invested

Capital invested by funds: $2.45B → $2.27B (-$188M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
Holders Change %
0%
% of All Funds
4.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
88
Reduced
75
Closed
26
Calls
$489K
Puts
$275K
Net Calls
+$214K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
XT
176
XTX Topco
Cayman Islands
$258K +$277K +6,607 New
VI
177
Versor Investments
New York
$254K +$272K +6,500 New
Jones Financial Companies
178
Jones Financial Companies
Missouri
$249K +$266K +6,360 New
CGH
179
Crossmark Global Holdings
Texas
$241K -$7.2K -172 -3%
AP
180
Advisor Partners
California
$238K -$16.8K -402 -6%
GAM
181
Gotham Asset Management
New York
$237K +$42.7K +1,020 +20%
PFO
182
Pathstone Family Office
New Jersey
$234K +$250K +5,980 New
ECM
183
Everence Capital Management
Indiana
$223K -$198K -4,720 -45%
CA
184
Cetera Advisors
Colorado
$222K +$238K +5,678 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$209K +$8.13K +194 +4%
AIP
186
Ameritas Investment Partners
Nebraska
$208K -$11.6K -277 -5%
BSW
187
Buckingham Strategic Wealth
Missouri
$202K +$8.04K +192 +4%
LWM
188
Liberty Wealth Management
California
$116K
WT
189
Whittier Trust
California
$104K -$209K -5,000 -65%
IA
190
IFP Advisors
Florida
$78K
BWL
191
Bogart Wealth LLC
Virginia
$66K +$70.7K +1,688 New
BC
192
Bartlett & Co
Ohio
$59K
BCWM
193
Bartlett & Co Wealth Management
Ohio
$58.7K
Fidelity Investments
194
Fidelity Investments
Massachusetts
$50K +$6.41K +153 +14%
BAM
195
Bellevue Asset Management
Washington
$49K
VCM
196
Versant Capital Management
Arizona
$47K -$4.27K -102 -8%
GWSG
197
GPS Wealth Strategies Group
Colorado
$46K
SWA
198
Sutton Wealth Advisors
Florida
$45.7K
HI
199
Harbour Investments
Wisconsin
$45K +$42 +1 +0.1%
CFA
200
Carroll Financial Associates
North Carolina
$40K +$1.8K +43 +4%

AVA Hedge Fund Activity: Q3 2021 in Review

255 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2021, worth a combined $2.27B — down 7.6% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AVA positions and 26 closed out — a net gain of 4 holders — while 88 added to existing stakes and 75 trimmed.

The largest buyer was Norges Bank, adding an estimated $19M. The largest seller was Parametric Portfolio Associates, cutting an estimated $9.02M.

  • 255 institutional investors held Avista (AVA) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $2.27B of Avista stock for Q3 2021, down 7.6% quarter-over-quarter.
  • 30 funds opened new Avista positions in Q3 2021 and 26 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q3 2021 was Norges Bank, an estimated $19M added.
  • The largest Avista seller in Q3 2021 was Parametric Portfolio Associates, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2021.