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332 hedge funds and large institutions have $2.54B invested in Avista in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $615K

20% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 100

1.5% more ownership

Funds ownership: 86.35%87.85% (+1.5%)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

1% more funds holding

Funds holding: 330332 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.63B → $2.54B (-$87.1M)

Holders
332
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
120
Reduced
100
Closed
45
Calls
$1.6M
Puts
$615K
Net Calls
+$982K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
176
Petrus Trust Company
Texas
$495K
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$495K +$75.6K +2,014 +18%
ICM
178
IMS Capital Management
Oregon
$490K +$125K +3,340 +33%
KeyBank National Association
179
KeyBank National Association
Ohio
$484K +$19.1K +508 +4%
GIM
180
Groesbeck Investment Management
New Jersey
$464K +$476K +12,675 New
GLA
181
Great Lakes Advisors
Illinois
$461K -$376 -10 -0.1%
JIR
182
James Investment Research
Ohio
$461K +$473K +12,582 New
Envestnet Portfolio Solutions
183
Envestnet Portfolio Solutions
Illinois
$419K +$97.4K +2,593 +29%
SFI
184
SPC Financial Inc
Maryland
$410K +$15K +400 +4%
TRCT
185
Tower Research Capital (TRC)
New York
$401K +$301K +8,019 +274%
DWP
186
Daymark Wealth Partners
Ohio
$398K
AWM
187
AE Wealth Management
Kansas
$395K +$405K +10,775 New
US Bancorp
188
US Bancorp
Minnesota
$391K -$154K -4,093 -28%
IF
189
Intrua Financial
Texas
$387K +$397K +10,561 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$384K -$18K -478 -4%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$379K +$56.8K +1,512 +17%
II
192
IFM Investors
Australia
$378K
Allianz Asset Management
193
Allianz Asset Management
Germany
$377K -$79.4K -2,114 -17%
FFA
194
Farther Finance Advisors
California
$372K +$54K +1,439 +17%
SIMG
195
Sonora Investment Management Group
Arizona
$366K
SC
196
Syon Capital
California
$366K +$375K +9,997 New
BNP Paribas Financial Markets
197
BNP Paribas Financial Markets
France
$364K -$1.49M -39,633 -80%
MC
198
Moors & Cabot
Massachusetts
$360K -$4.24K -113 -1%
DADC
199
D.A. Davidson & Co
Montana
$352K +$1.61K +43 +0.4%
CAP
200
Columbia Advisory Partners
Washington
$345K +$44.4K +1,183 +14%

AVA Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2024, worth a combined $2.54B — down 3.3% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVA positions and 45 closed out — a net gain of 4 holders — while 120 added to existing stakes and 100 trimmed.

The largest buyer was BlackRock, adding an estimated $22.9M. The largest seller was Westwood Holdings Group, cutting an estimated $14.3M.

  • 332 institutional investors held Avista (AVA) as of Q4 2024, up from 330 in Q3 2024.
  • Funds reported $2.54B of Avista stock for Q4 2024, down 3.3% quarter-over-quarter.
  • 49 funds opened new Avista positions in Q4 2024 and 45 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q4 2024 was BlackRock, an estimated $22.9M added.
  • The largest Avista seller in Q4 2024 was Westwood Holdings Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2024.