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269 hedge funds and large institutions have $2.9B invested in Avista in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $611K | Put options by funds: $183K

1.58% more ownership

Funds ownership: 89.43%91.01% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 94

1% more capital invested

Capital invested by funds: $2.86B → $2.9B (+$35.5M)

7% less funds holding

Funds holding: 289269 (-20)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

Holders
269
Holders Change
-20
Holders Change %
-6.92%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
97
Reduced
94
Closed
41
Calls
$611K
Puts
$183K
Net Calls
+$428K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$202K +$4.14K +100 +2%
SAM
202
Shell Asset Management
Netherlands
$200K -$704 -17 -0.4%
MLICM
203
Metropolitan Life Insurance Company (MetLife)
New York
$167K -$25.6K -619 -14%
SO
204
STRS Ohio
Ohio
$165K
TRCT
205
Tower Research Capital (TRC)
New York
$162K -$367K -8,857 -70%
IA
206
IFP Advisors
Florida
$123K -$5.42K -131 -5%
ASN
207
Advisory Services Network
Georgia
$97K +$5.42K +131 +6%
BAM
208
Belpointe Asset Management
Nevada
$85K +$14.5K +349 +21%
BWL
209
Bogart Wealth LLC
Virginia
$77.1K +$828 +20 +1%
BC
210
Bartlett & Co
Ohio
$64K
BCWM
211
Bartlett & Co Wealth Management
Ohio
$63.7K
VCM
212
Versant Capital Management
Arizona
$51.2K +$704 +17 +1%
BEI
213
Benjamin Edwards Inc
Missouri
$47K +$27.2K +656 +146%
HSA
214
Hussman Strategic Advisors
Maryland
$42.5K
CG
215
Cutler Group
California
$42K +$41.4K +1,000 New
WAM
216
Wolverine Asset Management
Illinois
$41K -$2.28K -55 -5%
EWA
217
EverSource Wealth Advisors
Alabama
$40.3K +$24K +579 +156%
QCG
218
Quadrant Capital Group
Ohio
$38.6K +$331 +8 +0.9%
Nomura Asset Management
219
Nomura Asset Management
Japan
$38.2K
SOW
220
State of Wyoming
Wyoming
$32.9K +$2.86K +69 +10%
FP
221
Financial Perspectives
Minnesota
$32.6K
CMA
222
Cedar Mountain Advisors
Oregon
$32.6K
CT
223
Cambridge Trust
Massachusetts
$29.7K -$15.7K -378 -35%
Bessemer Group
224
Bessemer Group
New Jersey
$27K +$15.6K +376 +147%
DAM
225
Delta Asset Management
Tennessee
$25.5K

AVA Hedge Fund Activity: Q1 2023 in Review

269 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2023, worth a combined $2.9B — up 1.2% from $2.86B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVA and 26 opened new positions — a net loss of 15 holders — while 94 trimmed existing stakes and 97 added.

The largest buyer was State Street, adding an estimated $348M. The largest seller was Millennium Management, cutting an estimated $95M.

  • 269 institutional investors held Avista (AVA) as of Q1 2023, down from 289 in Q4 2022.
  • Funds reported $2.9B of Avista stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q1 2023 and 41 closed out, a net change of -15 holders.
  • The largest Avista buyer in Q1 2023 was State Street, an estimated $348M added.
  • The largest Avista seller in Q1 2023 was Millennium Management, an estimated $95M sold.

Based on aggregated 13F filings for Q1 2023.