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269 hedge funds and large institutions have $2.31B invested in Avista in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

1% more funds holding

Funds holding: 266269 (+3)

1.38% less ownership

Funds ownership: 82.16%80.78% (-1.4%)

12% less capital invested

Capital invested by funds: $2.64B → $2.31B (-$329M)

18% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 93

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
5.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
76
Reduced
93
Closed
38
Calls
$370K
Puts
Net Calls
+$370K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$517M -$16M -333,140 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$332M +$3.28M +68,174 +0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$117M +$18.3M +380,047 +16%
State Street
4
State Street
Massachusetts
$109M +$12.3M +254,786 +11%
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$87.3M +$10.6M +219,685 +12%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$70.3M -$8.34M -173,307 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$57M -$72.8K -1,513 -0.1%
Invesco
8
Invesco
Georgia
$47.4M -$7.61M -158,195 -12%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$45.7M -$5.5M -114,389 -10%
First Trust Advisors
10
First Trust Advisors
Illinois
$45.7M +$565K +11,731 +1%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$43.1M -$6.52M -135,420 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$40.3M +$3.78M +78,503 +9%
Northern Trust
13
Northern Trust
Illinois
$38.6M +$258K +5,364 +0.6%
Citigroup
14
Citigroup
New York
$30.7M -$34.2M -711,277 -50%
ORIO
15
Old Republic International (ORI)
Illinois
$30.4M
Charles Schwab
16
Charles Schwab
California
$29.5M +$2.68M +55,756 +9%
Norges Bank
17
Norges Bank
Norway
$29.3M -$545K -11,323 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$25.6M +$284K +5,907 +1%
N
19
Nuveen
North Carolina
$24.9M +$187K +3,886 +0.7%
WHG
20
Westwood Holdings Group
Texas
$24M -$4.8M -99,638 -15%
Victory Capital Management
21
Victory Capital Management
Texas
$23.3M +$20.3M +422,144 +335%
Principal Financial Group
22
Principal Financial Group
Iowa
$21.8M -$915K -19,017 -4%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$21.5M -$5.54M -115,026 -19%
JP Morgan Chase
24
JP Morgan Chase
New York
$18.6M -$2.28M -47,352 -10%
Ameriprise
25
Ameriprise
Minnesota
$18.1M -$2.16M -44,896 -10%

AVA Hedge Fund Activity: Q1 2020 in Review

269 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2020, worth a combined $2.31B — down 12% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVA positions and 38 closed out — a net gain of 6 holders — while 76 added to existing stakes and 93 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $20.3M. The largest seller was Citigroup, cutting an estimated $34.2M.

  • 269 institutional investors held Avista (AVA) as of Q1 2020, up from 266 in Q4 2019.
  • Funds reported $2.31B of Avista stock for Q1 2020, down 12% quarter-over-quarter.
  • 44 funds opened new Avista positions in Q1 2020 and 38 closed out, a net change of +6 holders.
  • The largest Avista buyer in Q1 2020 was Victory Capital Management, an estimated $20.3M added.
  • The largest Avista seller in Q1 2020 was Citigroup, an estimated $34.2M sold.

Based on aggregated 13F filings for Q1 2020.