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332 hedge funds and large institutions have $2.54B invested in Avista in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $615K

20% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 100

1.5% more ownership

Funds ownership: 86.35%87.85% (+1.5%)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

1% more funds holding

Funds holding: 330332 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.63B → $2.54B (-$87.1M)

Holders
332
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
120
Reduced
100
Closed
45
Calls
$1.6M
Puts
$615K
Net Calls
+$982K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
$334K +$147K +3,911 +75%
HSBC Holdings
202
HSBC Holdings
United Kingdom
$333K -$130K -3,449 -27%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$332K
CM
204
Crestline Management
Texas
$329K +$338K +8,992 New
VI
205
Vestcor Inc
New Brunswick, Canada
$310K +$317K +8,450 New
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$309K -$5.89M -156,786 -95%
FMTC
207
Farmers & Merchants Trust Company
California
$306K -$18.8K -500 -6%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$304K -$11.5K -305 -4%
PS
209
Principal Securities
Iowa
$298K +$36.3K +967 +13%
AFA
210
Avant Financial Advisors
Texas
$297K +$304K +8,099 New
AIP
211
Ameritas Investment Partners
Nebraska
$291K
Squarepoint
212
Squarepoint
New York
$289K -$284K -7,567 -49%
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$286K +$13.2K +351 +5%
HIS
214
Horizon Investment Services
Indiana
$284K +$28.6K +762 +11%
IC
215
IEQ Capital
California
$284K +$77K +2,050 +36%
PPW
216
Parcion Private Wealth
Washington
$269K
CWM
217
CIBC World Markets
New York
$268K +$275K +7,326 New
HEIP
218
Hudson Edge Investment Partners
New Jersey
$268K -$67.8K -1,804 -20%
SOW
219
State of Wyoming
Wyoming
$266K +$167K +4,454 +159%
ECM
220
Everence Capital Management
Indiana
$259K -$227K -6,050 -46%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$250K +$34.4K +915 +15%
SC
222
Savant Capital
Illinois
$243K +$4.58K +122 +2%
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$239K -$12.7K -337 -5%
CWM
224
Challenger Wealth Management
California
$238K +$244K +6,500 New
SW
225
SteelPeak Wealth
California
$236K -$3.49K -93 -1%

AVA Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2024, worth a combined $2.54B — down 3.3% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVA positions and 45 closed out — a net gain of 4 holders — while 120 added to existing stakes and 100 trimmed.

The largest buyer was BlackRock, adding an estimated $22.9M. The largest seller was Westwood Holdings Group, cutting an estimated $14.3M.

  • 332 institutional investors held Avista (AVA) as of Q4 2024, up from 330 in Q3 2024.
  • Funds reported $2.54B of Avista stock for Q4 2024, down 3.3% quarter-over-quarter.
  • 49 funds opened new Avista positions in Q4 2024 and 45 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q4 2024 was BlackRock, an estimated $22.9M added.
  • The largest Avista seller in Q4 2024 was Westwood Holdings Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2024.