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266 hedge funds and large institutions have $2.12B invested in Avista in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 101 increasing their positions, 63 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 63

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

6% more funds holding

Funds holding: 251266 (+15)

2.93% more ownership

Funds ownership: 76.58%79.51% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.13B → $2.12B (-$10.9M)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
101
Reduced
63
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Liberty Wealth Management
California
$128K
TAM
202
Tyers Asset Management
Texas
$111K +$112K +2,720 New
IA
203
IFP Advisors
Florida
$105K -$1.97K -48 -2%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$104K -$35K -851 -25%
QT
205
Quantbot Technologies
New York
$103K +$104K +2,540 New
VCM
206
Versant Capital Management
Arizona
$95K -$8.43K -205 -8%
WTB
207
Washington Trust Bank
Washington
$89K -$33.4K -813 -27%
MSA
208
Marino Stram & Associates
Massachusetts
$89K
MRCM
209
M&R Capital Management
New Jersey
$84K
QCG
210
Quadrant Capital Group
Ohio
$84K +$79.6K +1,937 +1,041%
LIA
211
LS Investment Advisors
Michigan
$79K +$4.11K +100 +5%
RCM
212
Riverhead Capital Management
Delaware
$77K +$78.1K +1,900 New
FHB
213
First Hawaiian Bank
Hawaii
$63K
SWM
214
SeaCrest Wealth Management
New York
$54K
GWM
215
Geneos Wealth Management
Colorado
$48K
MWNA
216
Marshall Wace North America
New York
$44K -$2.26M -55,095 -98%
BWM
217
BerganKDV Wealth Management
Minnesota
$41K
CFA
218
Carroll Financial Associates
North Carolina
$40K
PCG
219
Private Capital Group
Connecticut
$40K +$37.3K +908 +1,179%
PCM
220
Prelude Capital Management
New York
$39K -$101K -2,463 -72%
Marshall Wace
221
Marshall Wace
United Kingdom
$36K -$14.8M -360,173 -100%
PHK
222
Point72 Hong Kong
Hong Kong
$35K -$26.8K -651 -43%
SWA
223
Sutton Wealth Advisors
Florida
$34.7K +$2.3K +56 +7%
AIL
224
AGF Investments LLC
Ontario, Canada
$33K +$32.9K +801 New
WT
225
Whittier Trust
California
$26K +$1.64K +40 +7%

AVA Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2019, worth a combined $2.12B — down 0.51% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AVA positions and 38 closed out — a net gain of 16 holders — while 101 added to existing stakes and 63 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $41.4M. The largest seller was Magnetar Financial, cutting an estimated $113M.

  • 266 institutional investors held Avista (AVA) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $2.12B of Avista stock for Q1 2019, down 0.51% quarter-over-quarter.
  • 54 funds opened new Avista positions in Q1 2019 and 38 closed out, a net change of +16 holders.
  • The largest Avista buyer in Q1 2019 was Acadian Asset Management, an estimated $41.4M added.
  • The largest Avista seller in Q1 2019 was Magnetar Financial, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2019.