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330 hedge funds and large institutions have $2.63B invested in Avista in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.01M

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

12% more capital invested

Capital invested by funds: $2.34B → $2.63B (+$292M)

5% more funds holding

Funds holding: 315330 (+15)

0.06% less ownership

Funds ownership: 86.41%86.35% (-0.06%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
109
Reduced
110
Closed
29
Calls
$2.55M
Puts
$1.01M
Net Calls
+$1.53M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
176
Everence Capital Management
Indiana
$508K -$246K -6,510 -33%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$499K -$153K -4,050 -24%
KeyBank National Association
178
KeyBank National Association
Ohio
$492K +$37.9K +1,003 +9%
GLA
179
Great Lakes Advisors
Illinois
$489K
HSBC Holdings
180
HSBC Holdings
United Kingdom
$487K -$39K -1,031 -8%
Allianz Asset Management
181
Allianz Asset Management
Germany
$481K +$3.59K +95 +0.8%
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$446K -$69.4K -1,836 -14%
YIH
183
Y-Intercept (HK)
Hong Kong
$437K -$167K -4,419 -28%
VPIM
184
Vanguard Personalized Indexing Management
California
$431K +$33.5K +887 +9%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$425K +$5.29K +140 +1%
DWP
186
Daymark Wealth Partners
Ohio
$421K
Creative Planning
187
Creative Planning
Kansas
$419K +$302 +8 +0.1%
SFI
188
SPC Financial Inc
Maryland
$419K -$7.56K -200 -2%
II
189
IFM Investors
Australia
$400K -$21.7K -574 -5%
SSA
190
Schonfeld Strategic Advisors
New York
$394K -$845K -22,355 -69%
ICM
191
IMS Capital Management
Oregon
$389K +$3.67K +97 +1%
SIMG
192
Sonora Investment Management Group
Arizona
$387K
MC
193
Moors & Cabot
Massachusetts
$385K -$3.78K -100 -1%
Marshall Wace
194
Marshall Wace
United Kingdom
$372K +$363K +9,600 New
DADC
195
D.A. Davidson & Co
Montana
$370K +$39.4K +1,041 +12%
HEIP
196
Hudson Edge Investment Partners
New Jersey
$354K
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$351K
FMTC
198
Farmers & Merchants Trust Company
California
$343K
Envestnet Portfolio Solutions
199
Envestnet Portfolio Solutions
Illinois
$342K +$80.9K +2,140 +32%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$342K -$94.7K -2,504 -22%

AVA Hedge Fund Activity: Q3 2024 in Review

330 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2024, worth a combined $2.63B — up 12% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVA positions and 29 closed out — a net gain of 18 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $14.3M. The largest seller was Tortoise Capital Advisors, cutting an estimated $13.6M.

  • 330 institutional investors held Avista (AVA) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.63B of Avista stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Avista positions in Q3 2024 and 29 closed out, a net change of +18 holders.
  • The largest Avista buyer in Q3 2024 was Arrowstreet Capital, an estimated $14.3M added.
  • The largest Avista seller in Q3 2024 was Tortoise Capital Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.