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Avista
AVA

288 hedge funds and large institutions have $2.43B invested in Avista in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $2.16B → $2.43B (+$271M)

11% more call options, than puts

Call options by funds: $372K | Put options by funds: $336K

8% more funds holding

Funds holding: 266 → 288 (+22)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.7% more ownership

Funds ownership: 87.2% → 87.9% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
288
Holders Change
+22
Holders Change %
+8.27%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
96
Reduced
94
Closed
27
Calls
$372K
Puts
$336K
Net Calls
+$36K
Net Calls Change
+$328K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$54.1M
2
BlackRock
BlackRock
New York
+$17.4M
3
Goldman Sachs
Goldman Sachs
New York
+$11.7M
4
TCA
Tortoise Capital Advisors
Kansas
+$9.65M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.67M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$14.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.71M
3
Norges Bank
Norges Bank
Norway
-$8.63M
4
Citadel Advisors
Citadel Advisors
Florida
-$8.01M
5
HF
HRT Financial
New York
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$229K -$63.2K -1,866 -23%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$216K +$205K +6,045 New
MAS
203
Meeder Advisory Services
Ohio
$216K +$205K +6,044 New
CGH
204
Crossmark Global Holdings
Texas
$216K +$204K +6,036 New
TCOV
205
Trust Company of Vermont
Vermont
$214K -$3.05K -90 -1%
CIM
206
CIM Investment Management
Pennsylvania
$214K +$202K +5,975 New
DZ Bank
207
DZ Bank
Germany
$208K – – –
DekaBank Deutsche Girozentrale
208
DekaBank Deutsche Girozentrale
Germany
$207K – – –
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$193K +$6.23K +184 +4%
SG Americas Securities
210
SG Americas Securities
New York
$191K -$686K -20,259 -79%
PHK
211
Point72 Hong Kong
Hong Kong
$163K +$154K +4,556 New
C
212
Covestor
United Kingdom
$161K +$40K +1,182 +36%
MLICM
213
Metropolitan Life Insurance Company (MetLife)
New York
$155K – – –
ASN
214
Advisory Services Network
Georgia
$128K +$121K +3,581 New
TRCT
215
Tower Research Capital (TRC)
New York
$91K -$45K -1,327 -34%
IA
216
IFP Advisors
Florida
$84.2K – – –
SO
217
STRS Ohio
Ohio
$71K +$16.9K +500 +33%
KBC Group
218
KBC Group
Belgium
$70K – – –
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$68.7K +$60.4K +1,782 +1,273%
SAM
220
Shell Asset Management
Netherlands
$61K -$16.6K -491 -22%
BC
221
Bartlett & Co
Ohio
$54K – – –
BCWM
222
Bartlett & Co Wealth Management
Ohio
$53.8K – – –
QL
223
Quarry LP
New York
$42.1K +$16.2K +477 +68%
VCM
224
Versant Capital Management
Arizona
$40.5K -$1.69K -50 -4%
SOW
225
State of Wyoming
Wyoming
$39.4K +$37.4K +1,103 New
7 8
9
10 11

AVA Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2023, worth a combined $2.43B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AVA positions and 27 closed out — a net gain of 23 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was Jupiter Asset Management, cutting an estimated $14.1M.

  • 288 institutional investors held Avista (AVA) as of Q4 2023, up from 266 in Q3 2023.
  • Funds reported $2.43B of Avista stock for Q4 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Avista positions in Q4 2023 and 27 closed out, a net change of +23 holders.
  • The largest Avista buyer in Q4 2023 was Morgan Stanley, an estimated $54.1M added.
  • The largest Avista seller in Q4 2023 was Jupiter Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.