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237 hedge funds and large institutions have $2.7B invested in Avista in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% more ownership

Funds ownership: 77.51%81.27% (+3.8%)

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

1% more capital invested

Capital invested by funds: $2.68B → $2.7B (+$19.7M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 239237 (-2)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

Holders
237
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
79
Reduced
72
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Whittier Trust
California
$30K
GP
202
Girard Partners
Pennsylvania
$30K +$30.7K +600 New
RFM
203
Royal Fund Management
Florida
$29K
AS
204
Altshuler Shaham
Israel
$29K +$29.3K +574 New
RFC
205
Regions Financial Corp
Alabama
$28K
AF
206
Allworth Financial
California
$24K +$51 +1 +0.2%
CTC
207
Central Trust Company
Missouri
$20K
MYIA
208
Mount Yale Investment Advisors
Colorado
$20K +$2.61K +51 +15%
TRCT
209
Tower Research Capital (TRC)
New York
$19K -$309K -6,053 -94%
AssetMark Inc
210
AssetMark Inc
California
$19K -$2.15K -42 -10%
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K
VDFA
212
Vickerman & Driscoll Financial Advisors
Washington
$16K
AOWM
213
Alpha Omega Wealth Management
Virginia
$15K
JFA
214
JNBA Financial Advisors
Minnesota
$15K +$15.3K +300 New
FANJ
215
Financial Architects (New Jersey)
New Jersey
$14K
PO
216
Private Ocean
California
$13K
OIA
217
OneDigital Investment Advisors
Kansas
$11K
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$10.1K
GAM
219
Gemmer Asset Management
California
$10K
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$10K
PA
221
Parallel Advisors
California
$9K +$51 +1 +0.5%
RCAG
222
Rehmann Capital Advisory Group
Michigan
$7.99K
QCG
223
Quadrant Capital Group
Ohio
$7K -$2.76K -54 -23%
JA
224
JOYN Advisors
Georgia
$7K +$1.89K +37 +37%
FHA
225
Flagship Harbor Advisors
Massachusetts
$6K +$51 +1 +0.9%

AVA Hedge Fund Activity: Q3 2018 in Review

237 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2018, worth a combined $2.7B — up 0.73% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AVA and 27 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 79 added.

The largest buyer was Alpha Wave Global, opening a new position worth an estimated $52.6M. The largest seller was Sandell Asset Management, cutting an estimated $24.5M.

  • 237 institutional investors held Avista (AVA) as of Q3 2018, down from 239 in Q2 2018.
  • Funds reported $2.7B of Avista stock for Q3 2018, up 0.73% quarter-over-quarter.
  • 27 funds opened new Avista positions in Q3 2018 and 28 closed out, a net change of -1 holder.
  • The largest Avista buyer in Q3 2018 was Alpha Wave Global, an estimated $52.6M added.
  • The largest Avista seller in Q3 2018 was Sandell Asset Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q3 2018.