AVA icon

Avista
AVA

Overview Fund Activity

332 hedge funds and large institutions have $2.54B invested in Avista in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 100 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
119
Reduced
100
Closed
45
Calls
$1.6M
Puts
$615K
Net Calls
+$982K
Net Calls Change
-$553K

Top Buyers

1
BlackRock
1
BlackRock
New York
$565M
2
DFG
2
Demars Financial Group
Washington
$15.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$376M
4
State Street
4
State Street
Massachusetts
$182M
5
Invesco
5
Invesco
Georgia
$47M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$46.8M
2
TCA
2
Tortoise Capital Advisors
Kansas
$0
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$1.14M
4
ICM
4
Invenomic Capital Management
Massachusetts
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
176
Petrus Trust Company
Texas
$495K – – –
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$495K +$73.8K +2,014 +18%
ICM
178
IMS Capital Management
Oregon
$490K +$122K +3,340 +33%
KeyBank National Association
179
KeyBank National Association
Ohio
$484K +$18.6K +508 +4%
GIM
180
Groesbeck Investment Management
New Jersey
$464K +$464K +12,675 New
GLA
181
Great Lakes Advisors
Illinois
$461K -$366 -10 -0.1%
JIR
182
James Investment Research
Ohio
$461K +$461K +12,582 New
Envestnet Portfolio Solutions
183
Envestnet Portfolio Solutions
Illinois
$419K +$95K +2,593 +29%
SFI
184
SPC Financial Inc
Maryland
$410K +$14.7K +400 +4%
TRCT
185
Tower Research Capital (TRC)
New York
$401K +$294K +8,019 +274%
DWP
186
Daymark Wealth Partners
Ohio
$398K – – –
AWM
187
AE Wealth Management
Kansas
$395K +$395K +10,775 New
US Bancorp
188
US Bancorp
Minnesota
$391K -$150K -4,093 -28%
IF
189
Intrua Financial
Texas
$387K +$387K +10,561 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$384K -$17.5K -478 -4%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$379K +$55.4K +1,512 +17%
II
192
IFM Investors
Australia
$378K – – –
Allianz Asset Management
193
Allianz Asset Management
Germany
$377K -$77.4K -2,114 -17%
FFA
194
Farther Finance Advisors
California
$372K +$52.7K +1,439 +17%
SIMG
195
Sonora Investment Management Group
Arizona
$366K – – –
SC
196
Syon Capital
California
$366K +$366K +9,997 New
BNP Paribas Financial Markets
197
BNP Paribas Financial Markets
France
$364K -$1.45M -39,633 -80%
MC
198
Moors & Cabot
Massachusetts
$360K -$4.14K -113 -1%
DADC
199
D.A. Davidson & Co
Montana
$352K +$1.58K +43 +0.4%
CAP
200
Columbia Advisory Partners
Washington
$345K +$43.3K +1,183 +14%
6 7
8
9 10