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Avista
AVA

253 hedge funds and large institutions have $2.38B invested in Avista in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 63 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 63

12% more capital invested

Capital invested by funds: $2.12B → $2.38B (+$259M)

1.7% more ownership

Funds ownership: 79.51% → 81.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 266 → 253 (-13)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

Holders
253
Holders Change
-13
Holders Change %
-4.89%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
99
Reduced
63
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$21.7M
2
SBH
Segall Bryant & Hamill
Illinois
+$21.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$20.1M
4
Invesco
Invesco
Georgia
+$19.1M
5
N
Nuveen
North Carolina
+$17.8M

Top Sellers

Rank Fund Capital Flow
1
AA
AQR Arbitrage
Connecticut
-$37.5M
2
Millennium Management
Millennium Management
New York
-$26.7M
3
Two Sigma Investments
Two Sigma Investments
New York
-$13.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$13.1M
5
MF
Magnetar Financial
Illinois
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
201
Systematic Financial Management
New Jersey
$90K -$94.5K -2,220 -52%
MRCM
202
M&R Capital Management
New Jersey
$89K – – –
FCA
203
FinTrust Capital Advisors
South Carolina
$86K +$77.8K +1,826 +1,790%
RCM
204
Riverhead Capital Management
Delaware
$85K – – –
LIA
205
LS Investment Advisors
Michigan
$84K -$2.77K -65 -3%
VCM
206
Versant Capital Management
Arizona
$63K -$39.4K -924 -39%
GWM
207
Geneos Wealth Management
Colorado
$53K – – –
PA
208
Parallel Advisors
California
$50K +$40.1K +941 +554%
BWM
209
BerganKDV Wealth Management
Minnesota
$45K – – –
CFA
210
Carroll Financial Associates
North Carolina
$44K – – –
SWA
211
Sutton Wealth Advisors
Florida
$38.1K – – –
WT
212
Whittier Trust
California
$29K – – –
DAM
213
Delta Asset Management
Tennessee
$27K – – –
LC
214
Lindbrook Capital
California
$23K – – –
AF
215
Allworth Financial
California
$21K +$85 +2 +0.4%
FHA
216
First Horizon Advisors
Tennessee
$19K +$18.9K +444 New
CTC
217
Central Trust Company
Missouri
$18K – – –
C
218
Cerebellum
California
$15K -$332K -7,804 -96%
S
219
SignatureFD
Georgia
$14K +$1.75K +41 +15%
AOWM
220
Alpha Omega Wealth Management
Virginia
$13K – – –
FANJ
221
Financial Architects (New Jersey)
New Jersey
$13K – – –
PCP
222
Proficio Capital Partners
Massachusetts
$13K +$10K +235 +373%
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K – – –
PO
224
Private Ocean
California
$11K – – –
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$11K +$4.86K +114 +81%
7 8
9
10 11

AVA Hedge Fund Activity: Q2 2019 in Review

253 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2019, worth a combined $2.38B — up 12% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AVA and 35 opened new positions — a net loss of 9 holders — while 63 trimmed existing stakes and 99 added.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $21.7M. The largest seller was AQR Arbitrage, cutting an estimated $37.5M.

  • 253 institutional investors held Avista (AVA) as of Q2 2019, down from 266 in Q1 2019.
  • Funds reported $2.38B of Avista stock for Q2 2019, up 12% quarter-over-quarter.
  • 35 funds opened new Avista positions in Q2 2019 and 44 closed out, a net change of -9 holders.
  • The largest Avista buyer in Q2 2019 was Westwood Holdings Group, an estimated $21.7M added.
  • The largest Avista seller in Q2 2019 was AQR Arbitrage, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2019.