We are live on ! Find out more

289 hedge funds and large institutions have $2.86B invested in Avista in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $670K | Put options by funds: $177K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

25% more capital invested

Capital invested by funds: $2.29B → $2.86B (+$574M)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

4.7% more ownership

Funds ownership: 84.73%89.43% (+4.7%)

4% more funds holding

Funds holding: 279289 (+10)

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
45
Increased
106
Reduced
96
Closed
29
Calls
$670K
Puts
$177K
Net Calls
+$493K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
176
Legacy Wealth Asset Management
Minnesota
$378K -$80.5K -2,011 -19%
Mariner
177
Mariner
Kansas
$378K +$26.6K +665 +8%
CIBC Asset Management
178
CIBC Asset Management
Ontario, Canada
$368K -$8.89K -222 -3%
TCWA
179
Ten Capital Wealth Advisors
Washington
$341K -$15K -375 -5%
PPW
180
Parcion Private Wealth
Washington
$325K
IFU
181
iSAM Funds (UK)
United Kingdom
$322K +$291K +7,266 New
Bank of Nova Scotia
182
Bank of Nova Scotia
Ontario, Canada
$319K -$460K -11,502 -62%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$313K -$1.96K -49 -0.7%
MNBTD
184
Moody National Bank Trust Division
Texas
$313K
HSA
185
HBK Sorce Advisory
Pennsylvania
$313K +$282K +7,050 New
CSS
186
Cubist Systematic Strategies
Connecticut
$310K -$3.04M -76,066 -92%
TC
187
TownSquare Capital
Utah
$309K +$1.68K +42 +0.6%
AWAU
188
Alliance Wealth Advisors (Utah)
Utah
$303K +$274K +6,839 New
TCOV
189
Trust Company of Vermont
Vermont
$298K
CAP
190
Columbia Advisory Partners
Washington
$297K
CGH
191
Crossmark Global Holdings
Texas
$292K -$7.92K -198 -3%
WI
192
Wintrust Investments
Illinois
$277K -$58.2K -1,455 -19%
KBC Group
193
KBC Group
Belgium
$276K
RJFSA
194
Raymond James Financial Services Advisors
Florida
$276K +$8.64K +216 +4%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$261K -$83.5K -2,087 -26%
PAM
196
Panagora Asset Management
Massachusetts
$253K -$247K -6,177 -52%
DWM
197
Dakota Wealth Management
Florida
$252K +$5.6K +140 +3%
SWP
198
Strategic Wealth Partners
Ohio
$244K
AIP
199
Ameritas Investment Partners
Nebraska
$243K +$15.1K +378 +7%
B
200
Bailard
California
$238K +$215K +5,368 New

AVA Hedge Fund Activity: Q4 2022 in Review

289 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2022, worth a combined $2.86B — up 25% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AVA positions and 29 closed out — a net gain of 16 holders — while 106 added to existing stakes and 96 trimmed.

The largest buyer was Millennium Management, adding an estimated $102M. The largest seller was Invesco, cutting an estimated $26.9M.

  • 289 institutional investors held Avista (AVA) as of Q4 2022, up from 279 in Q3 2022.
  • Funds reported $2.86B of Avista stock for Q4 2022, up 25% quarter-over-quarter.
  • 45 funds opened new Avista positions in Q4 2022 and 29 closed out, a net change of +16 holders.
  • The largest Avista buyer in Q4 2022 was Millennium Management, an estimated $102M added.
  • The largest Avista seller in Q4 2022 was Invesco, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2022.