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275 hedge funds and large institutions have $2.75B invested in Avista in 2022 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $852K | Put options by funds: $230K

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 84

9% more capital invested

Capital invested by funds: $2.53B → $2.75B (+$223M)

5% more funds holding

Funds holding: 261275 (+14)

1.11% more ownership

Funds ownership: 84.16%85.26% (+1.1%)

Holders
275
Holders Change
+14
Holders Change %
+5.36%
% of All Funds
4.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
95
Reduced
84
Closed
25
Calls
$852K
Puts
$230K
Net Calls
+$622K
Net Calls Change
+$358K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
176
CIBC Asset Management
Ontario, Canada
$375K
TCWA
177
Ten Capital Wealth Advisors
Washington
$346K +$2.51K +57 +0.7%
PPW
178
Parcion Private Wealth
Washington
$331K
LP
179
Lloyd Park
Illinois
$329K +$3.13K +71 +1%
SAM
180
Shell Asset Management
Netherlands
$324K -$46.9K -1,064 -13%
YIH
181
Y-Intercept (HK)
Hong Kong
$320K +$312K +7,083 New
DADC
182
D.A. Davidson & Co
Montana
$315K +$11.2K +254 +4%
CGH
183
Crossmark Global Holdings
Texas
$310K +$12.8K +290 +4%
RJFSA
184
Raymond James Financial Services Advisors
Florida
$309K -$54.4K -1,234 -15%
WI
185
Wintrust Investments
Illinois
$306K +$4.54K +103 +2%
AP
186
Advisor Partners
California
$305K +$23.6K +536 +9%
TCOV
187
Trust Company of Vermont
Vermont
$304K -$30.3K -689 -9%
CAP
188
Columbia Advisory Partners
Washington
$302K
SWP
189
Strategic Wealth Partners
Ohio
$291K -$179K -4,053 -39%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$288K -$17.2K -391 -6%
EVM
191
Eaton Vance Management
Massachusetts
$276K +$22.3K +507 +9%
PFO
192
Pathstone Family Office
New Jersey
$272K +$1.1K +25 +0.4%
AIP
193
Ameritas Investment Partners
Nebraska
$250K
Neuberger Berman Group
194
Neuberger Berman Group
New York
$247K -$2.69K -61 -1%
PAMS
195
Pictet Asset Management (Switzerland)
Switzerland
$230K
WG
196
Winton Group
United Kingdom
$223K +$217K +4,933 New
RHJA
197
Rice Hall James & Associates
California
$217K -$4.27K -97 -2%
CA
198
Cetera Advisors
Colorado
$213K
BA
199
Bennicas & Associates
California
$212K +$207K +4,700 New
SCM
200
Shelton Capital Management
Colorado
$205K +$200K +4,542 New

AVA Hedge Fund Activity: Q1 2022 in Review

275 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2022, worth a combined $2.75B — up 8.8% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVA positions and 25 closed out — a net gain of 19 holders — while 95 added to existing stakes and 84 trimmed.

The largest buyer was State Street, adding an estimated $31.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $10.4M.

  • 275 institutional investors held Avista (AVA) as of Q1 2022, up from 261 in Q4 2021.
  • Funds reported $2.75B of Avista stock for Q1 2022, up 8.8% quarter-over-quarter.
  • 44 funds opened new Avista positions in Q1 2022 and 25 closed out, a net change of +19 holders.
  • The largest Avista buyer in Q1 2022 was State Street, an estimated $31.1M added.
  • The largest Avista seller in Q1 2022 was Hotchkis & Wiley Capital Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2022.