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212 hedge funds and large institutions have $1.35B invested in Avista in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $1.24B → $1.35B (+$103M)

1% more funds holding

Funds holding: 210212 (+2)

0.04% less ownership

Funds ownership: 65.25%65.21% (-0.04%)

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

85% less call options, than puts

Call options by funds: $10K | Put options by funds: $67K

Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
70
Reduced
79
Closed
18
Calls
$10K
Puts
$67K
Net Calls
-$57K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$230M +$2.84M +88,854 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$151M +$3.84M +120,332 +3%
Northern Trust
3
Northern Trust
Illinois
$56.5M +$1.56M +48,820 +3%
BIT
4
BlackRock Institutional Trust
California
$52.3M -$4.44M -139,098 -8%
LSV Asset Management
5
LSV Asset Management
Illinois
$48.9M -$179K -5,600 -0.4%
State Street
6
State Street
Massachusetts
$48.2M -$1.64M -51,415 -3%
Ameriprise
7
Ameriprise
Minnesota
$41.4M +$2.13M +66,571 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$37.9M +$602K +18,840 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$37.6M +$3.21M +100,558 +10%
Principal Financial Group
10
Principal Financial Group
Iowa
$32M -$189K -5,928 -0.6%
Fisher Asset Management
11
Fisher Asset Management
Washington
$27.2M -$962K -30,110 -4%
Norges Bank
12
Norges Bank
Norway
$26.4M +$1M +31,345 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$23M +$95.8K +3,000 +0.4%
TA
14
Teachers Advisors
New York
$18.9M +$269K +8,430 +2%
BOTOTLSJU
15
Board of Trustees of The Leland Stanford Junior University
California
$17.9M
DGHMC
16
Dalton, Greiner, Hartman, Maher & Co
New York
$17.9M +$840K +26,298 +5%
Allianz Asset Management
17
Allianz Asset Management
Germany
$17.7M +$3.18M +99,653 +23%
SCM
18
Sterling Capital Management
North Carolina
$17.2M +$15.7M +491,686 +1,932%
GC
19
Guggenheim Capital
Illinois
$17.1M -$7.5M -234,751 -31%
GF
20
Gabelli Funds
New York
$15.4M
First Trust Advisors
21
First Trust Advisors
Illinois
$14.6M -$585K -18,324 -4%
Wells Fargo
22
Wells Fargo
California
$13.3M -$163K -5,098 -1%
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$13.2M +$218K +6,824 +2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$12.2M +$594K +18,587 +5%
Millennium Management
25
Millennium Management
New York
$12.1M +$11.6M +362,429 New

AVA Hedge Fund Activity: Q3 2015 in Review

212 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2015, worth a combined $1.35B — up 8.3% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AVA positions and 18 closed out — a net gain of 3 holders — while 70 added to existing stakes and 79 trimmed.

The largest buyer was Sterling Capital Management, adding an estimated $15.7M. The largest seller was Stratton Management, exiting entirely with an estimated $16.3M sold.

  • 212 institutional investors held Avista (AVA) as of Q3 2015, up from 210 in Q2 2015.
  • Funds reported $1.35B of Avista stock for Q3 2015, up 8.3% quarter-over-quarter.
  • 21 funds opened new Avista positions in Q3 2015 and 18 closed out, a net change of +3 holders.
  • The largest Avista buyer in Q3 2015 was Sterling Capital Management, an estimated $15.7M added.
  • The largest Avista seller in Q3 2015 was Stratton Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2015.