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266 hedge funds and large institutions have $2.64B invested in Avista in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 263266 (+3)

0% more capital invested

Capital invested by funds: $2.62B → $2.64B (+$12.2M)

0.24% more ownership

Funds ownership: 81.92%82.16% (+0.24%)

12% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 95

Holders
266
Holders Change
+3
Holders Change %
+1.14%
% of All Funds
5.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
84
Reduced
95
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$602M -$3.24M -67,944 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$372M +$9.73M +204,216 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$115M +$12.4M +261,300 +12%
State Street
4
State Street
Massachusetts
$111M +$15M +314,231 +16%
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$88.3M +$6.73M +141,216 +8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$87.9M +$56.2K +1,181 +0.1%
Citigroup
7
Citigroup
New York
$68.9M +$32.1M +674,830 +89%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$64.6M -$700K -14,700 -1%
Invesco
9
Invesco
Georgia
$61.2M +$257K +5,389 +0.4%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$57.3M +$734K +15,409 +1%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$55.3M +$23M +482,440 +72%
First Trust Advisors
12
First Trust Advisors
Illinois
$51.1M +$7.04M +147,863 +16%
Northern Trust
13
Northern Trust
Illinois
$43.4M -$3.4M -71,290 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$41.8M +$2.21M +46,334 +6%
ORIO
15
Old Republic International (ORI)
Illinois
$34.4M +$2M +42,000 +6%
Norges Bank
16
Norges Bank
Norway
$33.7M -$505K -10,593 -1%
WHG
17
Westwood Holdings Group
Texas
$32M +$1.09M +22,946 +4%
Charles Schwab
18
Charles Schwab
California
$30.7M -$815K -17,122 -3%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$29.5M -$979K -20,547 -3%
Legal & General Group
20
Legal & General Group
United Kingdom
$28.7M +$1.61M +33,858 +6%
N
21
Nuveen
North Carolina
$28M -$886K -18,611 -3%
Principal Financial Group
22
Principal Financial Group
Iowa
$25.6M +$312K +6,548 +1%
JP Morgan Chase
23
JP Morgan Chase
New York
$23.4M +$5.59M +117,280 +32%
Ameriprise
24
Ameriprise
Minnesota
$22.6M -$5.15M -108,186 -19%
Wells Fargo
25
Wells Fargo
California
$21.1M +$110K +2,320 +0.5%

AVA Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2019, worth a combined $2.64B — up 0.47% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AVA positions and 26 closed out — a net gain of 11 holders — while 84 added to existing stakes and 95 trimmed.

The largest buyer was Citigroup, adding an estimated $32.1M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $21.6M sold.

  • 266 institutional investors held Avista (AVA) as of Q4 2019, up from 263 in Q3 2019.
  • Funds reported $2.64B of Avista stock for Q4 2019, up 0.47% quarter-over-quarter.
  • 37 funds opened new Avista positions in Q4 2019 and 26 closed out, a net change of +11 holders.
  • The largest Avista buyer in Q4 2019 was Citigroup, an estimated $32.1M added.
  • The largest Avista seller in Q4 2019 was Segall Bryant & Hamill, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2019.