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261 hedge funds and large institutions have $2.53B invested in Avista in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 71 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $591K | Put options by funds: $327K

44% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 71

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

12% more capital invested

Capital invested by funds: $2.27B → $2.53B (+$262M)

2% more funds holding

Funds holding: 255261 (+6)

0.84% more ownership

Funds ownership: 83.31%84.16% (+0.84%)

Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
4.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
102
Reduced
71
Closed
34
Calls
$591K
Puts
$327K
Net Calls
+$264K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$565M -$15.8M -391,876 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$350M +$10M +248,759 +3%
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$163M +$135K +3,350 +0.1%
NI
4
Nuance Investments
Missouri
$112M +$21.8M +540,793 +26%
State Street
5
State Street
Massachusetts
$111M +$4.24M +105,472 +4%
Invesco
6
Invesco
Georgia
$84.7M +$6.5M +161,687 +9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$72.1M -$2M -49,660 -3%
First Trust Advisors
8
First Trust Advisors
Illinois
$70.9M +$2.34M +58,096 +4%
WHG
9
Westwood Holdings Group
Texas
$62.3M +$11.3M +281,045 +24%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$61.9M -$270K -6,720 -0.5%
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$56.9M +$1.82M +45,328 +4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$54M +$392K +9,746 +0.8%
Ameriprise
13
Ameriprise
Minnesota
$51.6M +$5.14M +127,858 +12%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$50.5M +$2.89M +71,905 +6%
Northern Trust
15
Northern Trust
Illinois
$38.6M +$502K +12,477 +1%
Charles Schwab
16
Charles Schwab
California
$33.6M +$987K +24,545 +3%
Norges Bank
17
Norges Bank
Norway
$31.2M -$5.11M -127,090 -15%
ORIO
18
Old Republic International (ORI)
Illinois
$26.8M
Legal & General Group
19
Legal & General Group
United Kingdom
$26.5M +$1.43M +35,555 +6%
Renaissance Technologies
20
Renaissance Technologies
New York
$24.8M -$4M -99,400 -15%
JP Morgan Chase
21
JP Morgan Chase
New York
$24.5M -$1.31M -32,462 -5%
Principal Financial Group
22
Principal Financial Group
Iowa
$23.4M -$1.13M -27,991 -5%
Morgan Stanley
23
Morgan Stanley
New York
$18.5M -$838K -20,841 -5%
RP
24
Reinhart Partners
Wisconsin
$16.3M -$1.18M -29,225 -7%
N
25
Nuveen
North Carolina
$14.5M -$2.18M -54,095 -14%

AVA Hedge Fund Activity: Q4 2021 in Review

261 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2021, worth a combined $2.53B — up 12% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVA positions and 34 closed out — a net gain of 10 holders — while 102 added to existing stakes and 71 trimmed.

The largest buyer was Nuance Investments, adding an estimated $21.8M. The largest seller was BlackRock, cutting an estimated $15.8M.

  • 261 institutional investors held Avista (AVA) as of Q4 2021, up from 255 in Q3 2021.
  • Funds reported $2.53B of Avista stock for Q4 2021, up 12% quarter-over-quarter.
  • 44 funds opened new Avista positions in Q4 2021 and 34 closed out, a net change of +10 holders.
  • The largest Avista buyer in Q4 2021 was Nuance Investments, an estimated $21.8M added.
  • The largest Avista seller in Q4 2021 was BlackRock, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2021.