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251 hedge funds and large institutions have $2.77B invested in Avista in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $344K

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

19% more capital invested

Capital invested by funds: $2.33B → $2.77B (+$439M)

6% more funds holding

Funds holding: 237251 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 84.66%84.35% (-0.31%)

5% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 82

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
78
Reduced
82
Closed
23
Calls
$1.14M
Puts
$344K
Net Calls
+$794K
Net Calls Change
+$437K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
201
Private Capital Group
Connecticut
$44K -$1.98K -48 -5%
EVM
202
Eaton Vance Management
Massachusetts
$43K +$36.7K +892 New
CMA
203
Cedar Mountain Advisors
Oregon
$37K
SFS
204
Sowell Financial Services
Arkansas
$36K +$9.1K +221 +41%
FPS
205
Fieldpoint Private Securities
Connecticut
$30K +$21.2K +515 +448%
DAM
206
Delta Asset Management
Tennessee
$29K
GWM
207
Geneos Wealth Management
Colorado
$27K -$41.3K -1,002 -62%
FHA
208
First Horizon Advisors
Tennessee
$25K -$577 -14 -3%
MAM
209
Meeder Asset Management
Ohio
$23K -$1.52K -37 -7%
TSW
210
Thompson Siegel & Walmsley
Virginia
$21K
CTC
211
Central Trust Company
Missouri
$19K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$19K
TWA
213
TCI Wealth Advisors
Arizona
$17K +$10.3K +251 +256%
Bessemer Group
214
Bessemer Group
New Jersey
$14K
PO
215
Private Ocean
California
$13K
GWMIA
216
Global Wealth Management Investment Advisory
Florida
$11K
PP
217
PrairieView Partners
Minnesota
$10K
S
218
SignatureFD
Georgia
$10K
SIM
219
Sonora Investment Management
Arizona
$10K
EI
220
Ellevest Inc
New York
$10K +$4.28K +104 +106%
Federated Hermes
221
Federated Hermes
Pennsylvania
$9K -$10.3K -250 -57%
FCA
222
FinTrust Capital Advisors
South Carolina
$9K
GAM
223
Gemmer Asset Management
California
$9K
AF
224
Allworth Financial
California
$9K +$41 +1 +0.5%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.16K

AVA Hedge Fund Activity: Q1 2021 in Review

251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2021, worth a combined $2.77B — up 19% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AVA positions and 23 closed out — a net gain of 15 holders — while 78 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $58.6M.

  • 251 institutional investors held Avista (AVA) as of Q1 2021, up from 237 in Q4 2020.
  • Funds reported $2.77B of Avista stock for Q1 2021, up 19% quarter-over-quarter.
  • 38 funds opened new Avista positions in Q1 2021 and 23 closed out, a net change of +15 holders.
  • The largest Avista buyer in Q1 2021 was BlackRock, an estimated $23.6M added.
  • The largest Avista seller in Q1 2021 was Mitsubishi UFJ Trust & Banking, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2021.