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Avista
AVA

262 hedge funds and large institutions have $1.79B invested in Avista in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

6% more funds holding

Funds holding: 247 → 262 (+15)

0.03% less ownership

Funds ownership: 69.59% → 69.56% (-0.03%)

3% less capital invested

Capital invested by funds: $1.83B → $1.79B (-$49.8M)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

Holders
262
Holders Change
+15
Holders Change %
+6.07%
% of All Funds
6.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
87
Reduced
90
Closed
17
Calls
$296K
Puts
–
Net Calls
+$296K
Net Calls Change
-$175K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$28.5M
2
Morgan Stanley
Morgan Stanley
New York
+$10.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.24M
4
First Trust Advisors
First Trust Advisors
Illinois
+$6.83M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.16M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$17.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$9.14M
3
Ameriprise
Ameriprise
Minnesota
-$8.66M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$7.3M
5
LSV Asset Management
LSV Asset Management
Illinois
-$5.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$219K – – –
CAN
202
Cetera Advisor Networks
California
$217K -$24.3K -600 -10%
CIM
203
Contravisory Investment Management
Massachusetts
$217K -$3.44K -85 -2%
ERIM
204
Eagle Ridge Investment Management
Connecticut
$217K +$219K +5,420 New
BF
205
BOK Financial
Oklahoma
$214K +$7.36K +182 +4%
SCM
206
Shelton Capital Management
Colorado
$209K – – –
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
$204K -$67.9K -1,679 -25%
N
208
Nuveen
North Carolina
$204K +$206K +5,090 New
BEAM
209
Baker Ellis Asset Management
Washington
$202K -$12.1K -300 -6%
RFCA
210
R&F Capital Advisors
New York
$202K +$204K +5,050 New
GHCM
211
Glen Harbor Capital Management
California
$201K +$204K +5,032 New
BAM
212
Bruderman Asset Management
New York
$182K -$32.7K -809 -15%
MCIM
213
Meadow Creek Investment Management
Georgia
$166K +$168K +4,144 New
WTB
214
Washington Trust Bank
Washington
$159K -$1.54K -38 -0.9%
SFPIA
215
Stevens First Principles Investment Advisors
California
$156K – – –
JIC
216
Joel Isaacson & Co
New York
$137K – – –
PSC
217
Prentiss Smith & Co
Vermont
$132K – – –
EP
218
Elkfork Partners
Oregon
$130K +$132K +3,256 New
VCM
219
Versant Capital Management
Arizona
$112K -$364 -9 -0.3%
AG
220
Advisor Group
Arizona
$95K +$2.59K +64 +3%
LIA
221
LS Investment Advisors
Michigan
$95K +$3.6K +89 +4%
TAM
222
Tyers Asset Management
Texas
$95K +$95.8K +2,368 New
WA
223
WFG Advisors
Texas
$81K – – –
Envestnet Asset Management
224
Envestnet Asset Management
Illinois
$81K +$18.6K +459 +29%
MRCM
225
M&R Capital Management
New Jersey
$79K – – –
7 8
9
10 11

AVA Hedge Fund Activity: Q4 2016 in Review

262 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2016, worth a combined $1.79B — down 2.7% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVA positions and 17 closed out — a net gain of 19 holders — while 87 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $28.5M. The largest seller was Victory Capital Management, cutting an estimated $17.7M.

  • 262 institutional investors held Avista (AVA) as of Q4 2016, up from 247 in Q3 2016.
  • Funds reported $1.79B of Avista stock for Q4 2016, down 2.7% quarter-over-quarter.
  • 36 funds opened new Avista positions in Q4 2016 and 17 closed out, a net change of +19 holders.
  • The largest Avista buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $28.5M added.
  • The largest Avista seller in Q4 2016 was Victory Capital Management, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2016.