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237 hedge funds and large institutions have $2.33B invested in Avista in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $1.97B → $2.33B (+$361M)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 85.14%84.66% (-0.48%)

5% less funds holding

Funds holding: 250237 (-13)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
237
Holders Change
-13
Holders Change %
-5.2%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
82
Reduced
77
Closed
37
Calls
$357K
Puts
Net Calls
+$357K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
201
Federated Hermes
Pennsylvania
$18K -$955 -26 -6%
TSW
202
Thompson Siegel & Walmsley
Virginia
$18K
CTC
203
Central Trust Company
Missouri
$16K
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$16K
Bessemer Group
205
Bessemer Group
New Jersey
$12K +$10.8K +294 New
PO
206
Private Ocean
California
$11K
S
207
SignatureFD
Georgia
$9K -$1.98K -54 -20%
GWMIA
208
Global Wealth Management Investment Advisory
Florida
$9K
ASN
209
Advisory Services Network
Georgia
$9K +$184 +5 +2%
FCA
210
FinTrust Capital Advisors
South Carolina
$8K
PP
211
PrairieView Partners
Minnesota
$8K
SIM
212
Sonora Investment Management
Arizona
$8K
AF
213
Allworth Financial
California
$8K +$73 +2 +1%
GAM
214
Gemmer Asset Management
California
$8K +$110 +3 +2%
CAAS
215
Capital Asset Advisory Services
Michigan
$8K +$7.34K +200 New
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.02K
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$6K
ST
218
Smithfield Trust
Pennsylvania
$5K
TFO
219
Tarbox Family Office
California
$5K
PFBT
220
Parkside Financial Bank & Trust
Missouri
$5K +$1.69K +46 +59%
FPS
221
Fieldpoint Private Securities
Connecticut
$5K +$4.22K +115 New
EI
222
Ellevest Inc
New York
$4K -$2.2K -60 -38%
TWA
223
TCI Wealth Advisors
Arizona
$4K +$2.9K +79 +416%
QCG
224
Quadrant Capital Group
Ohio
$3K -$1.5K -41 -35%
AssetMark Inc
225
AssetMark Inc
California
$2K

AVA Hedge Fund Activity: Q4 2020 in Review

237 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2020, worth a combined $2.33B — up 18% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AVA and 26 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 82 added.

The largest buyer was Nuance Investments, opening a new position worth an estimated $48.7M. The largest seller was Renaissance Technologies, cutting an estimated $20.7M.

  • 237 institutional investors held Avista (AVA) as of Q4 2020, down from 250 in Q3 2020.
  • Funds reported $2.33B of Avista stock for Q4 2020, up 18% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q4 2020 and 37 closed out, a net change of -11 holders.
  • The largest Avista buyer in Q4 2020 was Nuance Investments, an estimated $48.7M added.
  • The largest Avista seller in Q4 2020 was Renaissance Technologies, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2020.