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279 hedge funds and large institutions have $2.29B invested in Avista in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $659K | Put options by funds: $237K

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 92

2% more funds holding

Funds holding: 273279 (+6)

0.53% more ownership

Funds ownership: 84.2%84.73% (+0.53%)

14% less capital invested

Capital invested by funds: $2.65B → $2.29B (-$362M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
104
Reduced
92
Closed
25
Calls
$659K
Puts
$237K
Net Calls
+$422K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
201
Moody National Bank Trust Division
Texas
$261K +$295K +7,056 New
Two Sigma Advisers
202
Two Sigma Advisers
New York
$259K +$293K +7,000 New
TC
203
TownSquare Capital
Utah
$257K
CGH
204
Crossmark Global Holdings
Texas
$251K -$3.77K -90 -1%
TCOV
205
Trust Company of Vermont
Vermont
$249K
CAP
206
Columbia Advisory Partners
Washington
$248K
E
207
Ergoteles
New York
$246K +$278K +6,649 New
KBC Group
208
KBC Group
Belgium
$231K
AG
209
Advocate Group
Minnesota
$229K -$502 -12 -0.2%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$222K +$20.9K +500 +9%
SAM
211
Shell Asset Management
Netherlands
$211K -$62.5K -1,494 -21%
DWM
212
Dakota Wealth Management
Florida
$206K +$8.41K +201 +4%
AIP
213
Ameritas Investment Partners
Nebraska
$204K
SWP
214
Strategic Wealth Partners
Ohio
$204K -$19K -455 -8%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$159K
SO
216
STRS Ohio
Ohio
$144K
IA
217
IFP Advisors
Florida
$143K
C
218
Covestor
United Kingdom
$127K +$41.6K +994 +41%
MAM
219
Meeder Asset Management
Ohio
$102K +$19.5K +467 +20%
EWA
220
EverSource Wealth Advisors
Alabama
$93K +$10.8K +257 +11%
BWL
221
Bogart Wealth LLC
Virginia
$66K +$795 +19 +1%
BC
222
Bartlett & Co
Ohio
$56K
BCWM
223
Bartlett & Co Wealth Management
Ohio
$55.6K
BAM
224
Bellevue Asset Management
Washington
$48K
VCM
225
Versant Capital Management
Arizona
$45K -$2.05K -49 -4%

AVA Hedge Fund Activity: Q3 2022 in Review

279 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2022, worth a combined $2.29B — down 14% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVA positions and 25 closed out — a net gain of 9 holders — while 104 added to existing stakes and 92 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $17.6M. The largest seller was Millennium Management, cutting an estimated $18.9M.

  • 279 institutional investors held Avista (AVA) as of Q3 2022, up from 273 in Q2 2022.
  • Funds reported $2.29B of Avista stock for Q3 2022, down 14% quarter-over-quarter.
  • 34 funds opened new Avista positions in Q3 2022 and 25 closed out, a net change of +9 holders.
  • The largest Avista buyer in Q3 2022 was Victory Capital Management, an estimated $17.6M added.
  • The largest Avista seller in Q3 2022 was Millennium Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2022.