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263 hedge funds and large institutions have $2.62B invested in Avista in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $2.38B → $2.62B (+$242M)

4% more funds holding

Funds holding: 253263 (+10)

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

0.71% more ownership

Funds ownership: 81.21%81.92% (+0.71%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
84
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$609M +$2.32M +49,994 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$365M +$6.36M +136,841 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$103M +$15.4M +330,788 +18%
State Street
4
State Street
Massachusetts
$96.5M +$1.15M +24,810 +1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$88.5M +$1.79M +38,574 +2%
Mitsubishi UFJ Trust & Banking
6
Mitsubishi UFJ Trust & Banking
Japan
$82.1M +$78.7M +1,694,279 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$65.8M +$23.1K +497 +0%
Invesco
8
Invesco
Georgia
$61.4M +$7.59M +163,346 +15%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$56.9M -$3.37M -72,490 -6%
Northern Trust
10
Northern Trust
Illinois
$47.2M +$1.63M +35,143 +4%
First Trust Advisors
11
First Trust Advisors
Illinois
$44.3M +$4.11M +88,479 +11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$39.9M +$1.28M +27,494 +3%
Citigroup
13
Citigroup
New York
$36.7M +$484K +10,422 +1%
Norges Bank
14
Norges Bank
Norway
$34.5M
ORIO
15
Old Republic International (ORI)
Illinois
$32.6M
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$32.3M +$12M +257,860 +63%
Charles Schwab
17
Charles Schwab
California
$31.7M -$1.62M -34,796 -5%
WHG
18
Westwood Holdings Group
Texas
$31.1M +$6.12M +131,763 +26%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$30.8M +$7.32M +157,530 +33%
N
20
Nuveen
North Carolina
$29.1M +$8.46M +182,031 +44%
Ameriprise
21
Ameriprise
Minnesota
$28M +$602K +12,952 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$27.2M +$282K +6,059 +1%
Principal Financial Group
23
Principal Financial Group
Iowa
$25.5M -$48.1K -1,035 -0.2%
SBH
24
Segall Bryant & Hamill
Illinois
$21.6M -$2.79M -60,129 -12%
Wells Fargo
25
Wells Fargo
California
$21.2M +$100K +2,157 +0.5%

AVA Hedge Fund Activity: Q3 2019 in Review

263 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2019, worth a combined $2.62B — up 10% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AVA positions and 23 closed out — a net gain of 10 holders — while 84 added to existing stakes and 79 trimmed.

The largest buyer was Mitsubishi UFJ Trust & Banking, opening a new position worth an estimated $78.7M. The largest seller was AQR Arbitrage, exiting entirely with an estimated $35.6M sold.

  • 263 institutional investors held Avista (AVA) as of Q3 2019, up from 253 in Q2 2019.
  • Funds reported $2.62B of Avista stock for Q3 2019, up 10% quarter-over-quarter.
  • 33 funds opened new Avista positions in Q3 2019 and 23 closed out, a net change of +10 holders.
  • The largest Avista buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $78.7M added.
  • The largest Avista seller in Q3 2019 was AQR Arbitrage, an estimated $35.6M sold.

Based on aggregated 13F filings for Q3 2019.