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239 hedge funds and large institutions have $1.94B invested in Avista in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 73

9% more capital invested

Capital invested by funds: $1.77B → $1.94B (+$164M)

0.34% more ownership

Funds ownership: 70.62%70.96% (+0.34%)

4% less funds holding

Funds holding: 248239 (-9)

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $293K

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
5.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
89
Reduced
73
Closed
33
Calls
Puts
$293K
Net Calls
-$293K
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$114K -$3.34K -80 -3%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$114K +$25K +599 +29%
RCM
203
Riverhead Capital Management
Delaware
$106K +$29.1K +698 +39%
MRCM
204
M&R Capital Management
New Jersey
$104K
OIA
205
OneDigital Investment Advisors
Kansas
$99K +$97.5K +2,337 New
LIA
206
LS Investment Advisors
Michigan
$96K
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$90K +$334 +8 +0.4%
WA
208
WFG Advisors
Texas
$86K
IR
209
Invictus RG
Bermuda
$78K +$77.1K +1,847 New
PG
210
PEAK6 Group
Illinois
$65K +$63.4K +1,520 New
Acadian Asset Management
211
Acadian Asset Management
Massachusetts
$55K
AIM
212
Acrospire Investment Management
Illinois
$51K +$50.1K +1,200 New
GWM
213
Geneos Wealth Management
Colorado
$50K
NIT
214
NumerixS Investment Technologies
British Columbia, Canada
$42K -$33.4K -800 -44%
CFA
215
Carroll Financial Associates
North Carolina
$42K
PRS
216
Pinkerton Retirement Specialists
Idaho
$41K
SWA
217
Sutton Wealth Advisors
Florida
$33.9K
FWC
218
First Washington Corp
Washington
$28.1K +$2.76M +66,100 New
WT
219
Whittier Trust
California
$26K
DAM
220
Delta Asset Management
Tennessee
$25K
AOWM
221
Alpha Omega Wealth Management
Virginia
$17K
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$17K
AssetMark Inc
223
AssetMark Inc
California
$15K -$25.5K -610 -63%
NFG
224
Next Financial Group
Texas
$13K +$42 +1 +0.3%
FANJ
225
Financial Architects (New Jersey)
New Jersey
$12K

AVA Hedge Fund Activity: Q2 2017 in Review

239 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2017, worth a combined $1.94B — up 9.3% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of AVA and 26 opened new positions — a net loss of 7 holders — while 73 trimmed existing stakes and 89 added.

The largest buyer was Millennium Management, adding an estimated $12.5M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $12.1M.

  • 239 institutional investors held Avista (AVA) as of Q2 2017, down from 248 in Q1 2017.
  • Funds reported $1.94B of Avista stock for Q2 2017, up 9.3% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q2 2017 and 33 closed out, a net change of -7 holders.
  • The largest Avista buyer in Q2 2017 was Millennium Management, an estimated $12.5M added.
  • The largest Avista seller in Q2 2017 was Thrivent Financial for Lutherans, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2017.