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237 hedge funds and large institutions have $2.33B invested in Avista in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $1.97B → $2.33B (+$361M)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 85.14%84.66% (-0.48%)

5% less funds holding

Funds holding: 250237 (-13)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
237
Holders Change
-13
Holders Change %
-5.2%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
82
Reduced
77
Closed
37
Calls
$357K
Puts
Net Calls
+$357K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$493M +$12M +327,326 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M +$6.21M +169,200 +2%
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$206M +$9.79M +266,611 +5%
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$101M -$6.53M -177,823 -7%
State Street
5
State Street
Massachusetts
$93.9M +$1.36M +37,066 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$70.3M +$10.5M +287,345 +20%
First Trust Advisors
7
First Trust Advisors
Illinois
$59.9M -$4.44M -120,959 -7%
Invesco
8
Invesco
Georgia
$57.7M +$6.81M +185,582 +15%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$55.6M +$24.2M +659,760 +91%
NI
10
Nuance Investments
Missouri
$53.3M +$48.7M +1,327,638 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$52.2M +$534K +14,551 +1%
Renaissance Technologies
12
Renaissance Technologies
New York
$51.5M -$20.7M -563,947 -31%
WHG
13
Westwood Holdings Group
Texas
$46.7M +$1.35M +36,655 +3%
Northern Trust
14
Northern Trust
Illinois
$43.9M -$841K -22,907 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$42.4M +$2.41M +65,638 +7%
Ameriprise
16
Ameriprise
Minnesota
$35.9M -$48.1K -1,309 -0.1%
Citigroup
17
Citigroup
New York
$30.4M +$1.65M +44,877 +6%
ORIO
18
Old Republic International (ORI)
Illinois
$28.7M
Charles Schwab
19
Charles Schwab
California
$27.6M +$736K +20,052 +3%
Legal & General Group
20
Legal & General Group
United Kingdom
$27M -$151K -4,101 -0.6%
Principal Financial Group
21
Principal Financial Group
Iowa
$22.3M +$2.51M +68,422 +14%
Norges Bank
22
Norges Bank
Norway
$19.4M -$13.3M -362,196 -43%
JP Morgan Chase
23
JP Morgan Chase
New York
$19M +$764K +20,817 +5%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$18.7M -$11.1M -303,354 -39%
RP
25
Reinhart Partners
Wisconsin
$18.4M -$1.03M -28,052 -6%

AVA Hedge Fund Activity: Q4 2020 in Review

237 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2020, worth a combined $2.33B — up 18% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AVA and 26 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 82 added.

The largest buyer was Nuance Investments, opening a new position worth an estimated $48.7M. The largest seller was Renaissance Technologies, cutting an estimated $20.7M.

  • 237 institutional investors held Avista (AVA) as of Q4 2020, down from 250 in Q3 2020.
  • Funds reported $2.33B of Avista stock for Q4 2020, up 18% quarter-over-quarter.
  • 26 funds opened new Avista positions in Q4 2020 and 37 closed out, a net change of -11 holders.
  • The largest Avista buyer in Q4 2020 was Nuance Investments, an estimated $48.7M added.
  • The largest Avista seller in Q4 2020 was Renaissance Technologies, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2020.