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250 hedge funds and large institutions have $1.97B invested in Avista in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.13% more ownership

Funds ownership: 81.01%85.14% (+4.1%)

1% less capital invested

Capital invested by funds: $1.98B → $1.97B (-$10.5M)

7% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 89

3% less funds holding

Funds holding: 259250 (-9)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $365K

Holders
250
Holders Change
-9
Holders Change %
-3.47%
% of All Funds
5.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
83
Reduced
89
Closed
32
Calls
Puts
$365K
Net Calls
-$365K
Net Calls Change
-$736K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$408M -$1.42M -39,083 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$253M -$11.8M -324,448 -4%
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$166M +$170M +4,706,505 +3,068%
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$92.3M +$2.81M +77,705 +3%
State Street
5
State Street
Massachusetts
$78.6M -$3.76M -103,724 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$63M -$19.4M -535,000 -22%
First Trust Advisors
7
First Trust Advisors
Illinois
$55M +$9.43M +260,482 +19%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$49.9M -$1.59M -43,927 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$43.8M -$605K -16,717 -1%
Invesco
10
Invesco
Georgia
$42.7M -$6.94M -191,570 -13%
WHG
11
Westwood Holdings Group
Texas
$38.5M +$3.49M +96,463 +9%
Northern Trust
12
Northern Trust
Illinois
$38.1M -$1.38M -38,001 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.8M -$765K -21,133 -2%
Ameriprise
14
Ameriprise
Minnesota
$30.6M +$18.6M +514,126 +135%
Norges Bank
15
Norges Bank
Norway
$28.8M -$3.31M -91,506 -10%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$26.2M +$1.27M +35,181 +5%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$24.8M +$283K +7,800 +1%
ORIO
18
Old Republic International (ORI)
Illinois
$24.4M
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$24.3M -$10.1M -277,993 -28%
Citigroup
20
Citigroup
New York
$24.3M -$635K -17,545 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$23.1M +$820K +22,644 +3%
Charles Schwab
22
Charles Schwab
California
$22.8M -$88.5K -2,443 -0.4%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$17.5M -$4.12M -113,778 -18%
N
24
Nuveen
North Carolina
$16.7M -$6.09M -168,079 -26%
Principal Financial Group
25
Principal Financial Group
Iowa
$16.6M -$859K -23,720 -5%

AVA Hedge Fund Activity: Q3 2020 in Review

250 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2020, worth a combined $1.97B — down 0.53% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AVA and 23 opened new positions — a net loss of 9 holders — while 89 trimmed existing stakes and 83 added.

The largest buyer was Public Sector Pension Investment Board (PSP Investments), adding an estimated $170M. The largest seller was Renaissance Technologies, cutting an estimated $19.4M.

  • 250 institutional investors held Avista (AVA) as of Q3 2020, down from 259 in Q2 2020.
  • Funds reported $1.97B of Avista stock for Q3 2020, down 0.53% quarter-over-quarter.
  • 23 funds opened new Avista positions in Q3 2020 and 32 closed out, a net change of -9 holders.
  • The largest Avista buyer in Q3 2020 was Public Sector Pension Investment Board (PSP Investments), an estimated $170M added.
  • The largest Avista seller in Q3 2020 was Renaissance Technologies, an estimated $19.4M sold.

Based on aggregated 13F filings for Q3 2020.