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269 hedge funds and large institutions have $2.31B invested in Avista in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

1% more funds holding

Funds holding: 266269 (+3)

1.38% less ownership

Funds ownership: 82.16%80.78% (-1.4%)

12% less capital invested

Capital invested by funds: $2.64B → $2.31B (-$329M)

18% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 93

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
5.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
76
Reduced
93
Closed
38
Calls
$370K
Puts
Net Calls
+$370K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$102K -$420K -8,719 -78%
QCG
202
Quadrant Capital Group
Ohio
$97K +$4.57K +95 +4%
MRCM
203
M&R Capital Management
New Jersey
$84K
LIA
204
LS Investment Advisors
Michigan
$80K
VCM
205
Versant Capital Management
Arizona
$72K +$15.1K +313 +22%
CC
206
Cognios Capital
Kansas
$71K +$80.8K +1,679 New
WTC
207
WhitTier Trust Company
Nevada
$65K -$48K -998 -40%
BC
208
Bartlett & Co
Ohio
$64K +$72.2K +1,500 New
BCWM
209
Bartlett & Co Wealth Management
Ohio
$63.7K
QT
210
Quantbot Technologies
New York
$58K +$66.1K +1,373 New
BAM
211
Bellevue Asset Management
Washington
$54K
PCG
212
Private Capital Group
Connecticut
$54K +$11.6K +242 +24%
SWA
213
Sutton Wealth Advisors
Florida
$45.2K +$5.63K +117 +12%
BWM
214
BerganKDV Wealth Management
Minnesota
$42K
CFA
215
Carroll Financial Associates
North Carolina
$42K
PRC
216
Pearl River Capital
Michigan
$42K +$47.6K +990 New
FQ
217
First Quadrant
California
$42K +$47.9K +995 New
SFS
218
Sowell Financial Services
Arkansas
$40K -$4.48K -93 -9%
II
219
Inspire Investing
Idaho
$36K +$41.2K +857 New
CMA
220
Cedar Mountain Advisors
Oregon
$33K
FP
221
Financial Perspectives
Minnesota
$32.6K
GT
222
Glenmede Trust
Pennsylvania
$31K
AIC
223
Archer Investment Corporation
Indiana
$29K
WT
224
Whittier Trust
California
$28K
DAM
225
Delta Asset Management
Tennessee
$25K

AVA Hedge Fund Activity: Q1 2020 in Review

269 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2020, worth a combined $2.31B — down 12% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVA positions and 38 closed out — a net gain of 6 holders — while 76 added to existing stakes and 93 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $20.3M. The largest seller was Citigroup, cutting an estimated $34.2M.

  • 269 institutional investors held Avista (AVA) as of Q1 2020, up from 266 in Q4 2019.
  • Funds reported $2.31B of Avista stock for Q1 2020, down 12% quarter-over-quarter.
  • 44 funds opened new Avista positions in Q1 2020 and 38 closed out, a net change of +6 holders.
  • The largest Avista buyer in Q1 2020 was Victory Capital Management, an estimated $20.3M added.
  • The largest Avista seller in Q1 2020 was Citigroup, an estimated $34.2M sold.

Based on aggregated 13F filings for Q1 2020.