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263 hedge funds and large institutions have $2.62B invested in Avista in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $2.38B → $2.62B (+$242M)

4% more funds holding

Funds holding: 253263 (+10)

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

0.71% more ownership

Funds ownership: 81.21%81.92% (+0.71%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
84
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Liberty Wealth Management
California
$153K
NFG
202
Next Financial Group
Texas
$153K +$147K +3,154 New
WAM
203
Wolverine Asset Management
Illinois
$136K
TAM
204
Tyers Asset Management
Texas
$132K
IA
205
IFP Advisors
Florida
$132K +$126K +2,714 New
QCG
206
Quadrant Capital Group
Ohio
$100K
MRCM
207
M&R Capital Management
New Jersey
$96K
LIA
208
LS Investment Advisors
Michigan
$92K
RCM
209
Riverhead Capital Management
Delaware
$92K
BC
210
Bartlett & Co
Ohio
$73K +$69.7K +1,500 New
BCWM
211
Bartlett & Co Wealth Management
Ohio
$72.7K +$69.7K +1,500 New
VCM
212
Versant Capital Management
Arizona
$69K +$465 +10 +0.7%
PCM
213
Penserra Capital Management
California
$65K +$63K +1,356 New
PA
214
Parallel Advisors
California
$61K +$6.78K +146 +13%
GWM
215
Geneos Wealth Management
Colorado
$58K
APA
216
American Portfolios Advisors
New York
$57.5K +$51.6K +1,110 +1,423%
FCA
217
FinTrust Capital Advisors
South Carolina
$56K -$35.7K -768 -40%
PCG
218
Private Capital Group
Connecticut
$50K +$39.2K +844 +477%
BWM
219
BerganKDV Wealth Management
Minnesota
$48K
CFA
220
Carroll Financial Associates
North Carolina
$48K
SWA
221
Sutton Wealth Advisors
Florida
$41.4K
WT
222
Whittier Trust
California
$31K
S
223
SignatureFD
Georgia
$30K +$14.6K +315 +102%
MAM
224
Meeder Asset Management
Ohio
$30K +$28.9K +622 New
DAM
225
Delta Asset Management
Tennessee
$29K

AVA Hedge Fund Activity: Q3 2019 in Review

263 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2019, worth a combined $2.62B — up 10% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AVA positions and 23 closed out — a net gain of 10 holders — while 84 added to existing stakes and 79 trimmed.

The largest buyer was Mitsubishi UFJ Trust & Banking, opening a new position worth an estimated $78.7M. The largest seller was AQR Arbitrage, exiting entirely with an estimated $35.6M sold.

  • 263 institutional investors held Avista (AVA) as of Q3 2019, up from 253 in Q2 2019.
  • Funds reported $2.62B of Avista stock for Q3 2019, up 10% quarter-over-quarter.
  • 33 funds opened new Avista positions in Q3 2019 and 23 closed out, a net change of +10 holders.
  • The largest Avista buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $78.7M added.
  • The largest Avista seller in Q3 2019 was AQR Arbitrage, an estimated $35.6M sold.

Based on aggregated 13F filings for Q3 2019.