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244 hedge funds and large institutions have $2.74B invested in Avista in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

9% more funds holding

Funds holding: 223244 (+21)

3.89% more ownership

Funds ownership: 78.74%82.63% (+3.9%)

4% more capital invested

Capital invested by funds: $2.62B → $2.74B (+$117M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
244
Holders Change
+21
Holders Change %
+9.42%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
42
Increased
67
Reduced
81
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
201
Marino Stram & Associates
Massachusetts
$112K +$113K +2,181 New
MPPLM
202
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$111K +$112K +2,150 New
MRCM
203
M&R Capital Management
New Jersey
$102K
II
204
Inspire Investing
Idaho
$100K +$101K +1,943 New
LIA
205
LS Investment Advisors
Michigan
$94K -$17.2K -331 -15%
SWM
206
SeaCrest Wealth Management
New York
$94K +$94.7K +1,825 New
KJWM
207
Kiley Juergens Wealth Management
Washington
$78K +$78.8K +1,520 New
GWM
208
Geneos Wealth Management
Colorado
$61K
OIA
209
OneDigital Investment Advisors
Kansas
$51K -$68.9K -1,328 -62%
CFA
210
Carroll Financial Associates
North Carolina
$51K
SWA
211
Sutton Wealth Advisors
Florida
$41.1K
DAM
212
Delta Asset Management
Tennessee
$31K
WT
213
Whittier Trust
California
$31K
AssetMark Inc
214
AssetMark Inc
California
$28K +$6.85K +132 +32%
PWM
215
Paulson Wealth Management
Illinois
$27K +$26.7K +515 New
RFC
216
Regions Financial Corp
Alabama
$26K +$26.2K +505 New
Envestnet Asset Management
217
Envestnet Asset Management
Illinois
$24K
AF
218
Allworth Financial
California
$24K +$15.6K +301 +176%
CTC
219
Central Trust Company
Missouri
$21K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$21K +$20.7K +399 New
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$20.6K
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.1K
VDFA
223
Vickerman & Driscoll Financial Advisors
Washington
$17K +$16.7K +321 New
AOWM
224
Alpha Omega Wealth Management
Virginia
$15K -$5.19K -100 -25%
FANJ
225
Financial Architects (New Jersey)
New Jersey
$15K

AVA Hedge Fund Activity: Q4 2017 in Review

244 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2017, worth a combined $2.74B — up 4.4% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AVA positions and 19 closed out — a net gain of 23 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Invesco, cutting an estimated $13.9M.

  • 244 institutional investors held Avista (AVA) as of Q4 2017, up from 223 in Q3 2017.
  • Funds reported $2.74B of Avista stock for Q4 2017, up 4.4% quarter-over-quarter.
  • 42 funds opened new Avista positions in Q4 2017 and 19 closed out, a net change of +23 holders.
  • The largest Avista buyer in Q4 2017 was Assenagon Asset Management, an estimated $28.4M added.
  • The largest Avista seller in Q4 2017 was Invesco, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2017.