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269 hedge funds and large institutions have $2.9B invested in Avista in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $611K | Put options by funds: $183K

1.58% more ownership

Funds ownership: 89.43%91.01% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 94

1% more capital invested

Capital invested by funds: $2.86B → $2.9B (+$35.5M)

7% less funds holding

Funds holding: 289269 (-20)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

Holders
269
Holders Change
-20
Holders Change %
-6.92%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
97
Reduced
94
Closed
41
Calls
$611K
Puts
$183K
Net Calls
+$428K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
176
Raymond James Financial Services Advisors
Florida
$278K +$14K +338 +5%
CGH
177
Crossmark Global Holdings
Texas
$278K -$1.2K -29 -0.4%
WI
178
Wintrust Investments
Illinois
$267K +$1.86K +45 +0.7%
TCOV
179
Trust Company of Vermont
Vermont
$267K -$18.4K -445 -7%
KFA
180
Krane Funds Advisors
New York
$264K +$246K +5,930 New
DWM
181
Dakota Wealth Management
Florida
$258K +$16.3K +394 +7%
VPIM
182
Vanguard Personalized Indexing Management
California
$257K +$250K +6,044 New
CC
183
Centiva Capital
New York
$254K +$248K +5,988 New
AIP
184
Ameritas Investment Partners
Nebraska
$251K
DZ Bank
185
DZ Bank
Germany
$248K -$224K -5,413 -48%
DekaBank Deutsche Girozentrale
186
DekaBank Deutsche Girozentrale
Germany
$245K -$224K -5,413 -48%
API
187
Advisor Partners II
California
$243K +$26.4K +638 +13%
PAM
188
Panagora Asset Management
Massachusetts
$242K
SSA
189
Schonfeld Strategic Advisors
New York
$235K -$6.71M -162,155 -97%
Neuberger Berman Group
190
Neuberger Berman Group
New York
$232K +$226K +5,469 New
PFO
191
Pathstone Family Office
New Jersey
$231K -$553K -13,357 -71%
B
192
Bailard
California
$228K
AG
193
Advocate Group
Minnesota
$226K
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$222K -$27K -652 -11%
SWP
195
Strategic Wealth Partners
Ohio
$218K -$14.8K -358 -7%
BPA
196
Beacon Pointe Advisors
California
$217K +$212K +5,118 New
PA
197
Profund Advisors
Maryland
$215K -$156K -3,761 -43%
DADC
198
D.A. Davidson & Co
Montana
$214K -$2.53K -61 -1%
EHWM
199
Eads & Heald Wealth Management
Georgia
$206K +$201K +4,858 New
MML Investors Services
200
MML Investors Services
Massachusetts
$204K -$5.51K -133 -3%

AVA Hedge Fund Activity: Q1 2023 in Review

269 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2023, worth a combined $2.9B — up 1.2% from $2.86B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVA and 26 opened new positions — a net loss of 15 holders — while 94 trimmed existing stakes and 97 added.

The largest buyer was State Street, adding an estimated $348M. The largest seller was Millennium Management, cutting an estimated $95M.

  • 269 institutional investors held Avista (AVA) as of Q1 2023, down from 289 in Q4 2022.
  • Funds reported $2.9B of Avista stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q1 2023 and 41 closed out, a net change of -15 holders.
  • The largest Avista buyer in Q1 2023 was State Street, an estimated $348M added.
  • The largest Avista seller in Q1 2023 was Millennium Management, an estimated $95M sold.

Based on aggregated 13F filings for Q1 2023.