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255 hedge funds and large institutions have $2.27B invested in Avista in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $489K | Put options by funds: $275K

17% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 75

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0.1% more ownership

Funds ownership: 83.21%83.31% (+0.1%)

0% more funds holding

Funds holding: 255255 (0)

8% less capital invested

Capital invested by funds: $2.45B → $2.27B (-$188M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
Holders Change %
0%
% of All Funds
4.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
88
Reduced
75
Closed
26
Calls
$489K
Puts
$275K
Net Calls
+$214K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
201
BerganKDV Wealth Management
Minnesota
$39K
WAM
202
Wolverine Asset Management
Illinois
$39K
EW
203
Evoke Wealth
California
$39K +$41.9K +1,000 New
FP
204
Financial Perspectives
Minnesota
$30K
CMA
205
Cedar Mountain Advisors
Oregon
$30K
PCG
206
Private Capital Group
Connecticut
$27K -$10.9K -260 -27%
FPS
207
Fieldpoint Private Securities
Connecticut
$25K
FHA
208
First Horizon Advisors
Tennessee
$25K +$5.07K +121 +23%
DAM
209
Delta Asset Management
Tennessee
$23K
GWM
210
Geneos Wealth Management
Colorado
$23K
MAM
211
Meeder Asset Management
Ohio
$23K +$3.81K +91 +19%
PGAM
212
Princeton Global Asset Management
New Jersey
$20K
NICM
213
Neo Ivy Capital Management
New York
$20K +$23.5K +560 New
AWA
214
Arkadios Wealth Advisors
Georgia
$19K -$4.19K -100 -17%
TSW
215
Thompson Siegel & Walmsley
Virginia
$18K
Simplex Trading
216
Simplex Trading
Illinois
$17K
CTC
217
Central Trust Company
Missouri
$16K
TWA
218
TCI Wealth Advisors
Arizona
$16K +$2.81K +67 +19%
BU
219
BBVA USA
Alabama
$12K
Bessemer Group
220
Bessemer Group
New Jersey
$12K
SIM
221
Sonora Investment Management
Arizona
$12K
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$11K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$11K +$3.64K +87 +48%
PO
224
Private Ocean
California
$10K
GWMIA
225
Global Wealth Management Investment Advisory
Florida
$9K

AVA Hedge Fund Activity: Q3 2021 in Review

255 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2021, worth a combined $2.27B — down 7.6% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AVA positions and 26 closed out — a net gain of 4 holders — while 88 added to existing stakes and 75 trimmed.

The largest buyer was Norges Bank, adding an estimated $19M. The largest seller was Parametric Portfolio Associates, cutting an estimated $9.02M.

  • 255 institutional investors held Avista (AVA) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $2.27B of Avista stock for Q3 2021, down 7.6% quarter-over-quarter.
  • 30 funds opened new Avista positions in Q3 2021 and 26 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q3 2021 was Norges Bank, an estimated $19M added.
  • The largest Avista seller in Q3 2021 was Parametric Portfolio Associates, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2021.