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279 hedge funds and large institutions have $2.29B invested in Avista in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $659K | Put options by funds: $237K

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 92

2% more funds holding

Funds holding: 273279 (+6)

0.53% more ownership

Funds ownership: 84.2%84.73% (+0.53%)

14% less capital invested

Capital invested by funds: $2.65B → $2.29B (-$362M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
104
Reduced
92
Closed
25
Calls
$659K
Puts
$237K
Net Calls
+$422K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$504M +$6.27M +149,801 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$328M +$9.54M +228,077 +3%
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$130M -$85.2K -2,035 -0.1%
State Street
4
State Street
Massachusetts
$129M +$2.06M +49,174 +1%
Invesco
5
Invesco
Georgia
$68.6M +$2.54M +60,592 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$65.3M +$1.35M +32,356 +2%
First Trust Advisors
7
First Trust Advisors
Illinois
$60.7M +$806K +19,264 +1%
Mitsubishi UFJ Trust & Banking
8
Mitsubishi UFJ Trust & Banking
Japan
$59.6M +$4.35M +104,001 +7%
NI
9
Nuance Investments
Missouri
$59.2M -$8.49K -203 -0%
WHG
10
Westwood Holdings Group
Texas
$51.2M +$5.09M +121,523 +10%
Ameriprise
11
Ameriprise
Minnesota
$50.8M -$1.57M -37,552 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$49M +$631K +15,085 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$47.7M +$1.35M +32,280 +3%
Northern Trust
14
Northern Trust
Illinois
$32.9M -$69.2K -1,653 -0.2%
Charles Schwab
15
Charles Schwab
California
$32.8M +$965K +23,051 +3%
Morgan Stanley
16
Morgan Stanley
New York
$26.9M +$1.34M +32,141 +5%
Victory Capital Management
17
Victory Capital Management
Texas
$23.7M +$17.6M +419,864 +190%
Norges Bank
18
Norges Bank
Norway
$23.3M +$866K +20,686 +3%
ORIO
19
Old Republic International (ORI)
Illinois
$22.1M
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$20.3M -$18.3M -438,440 -44%
JP Morgan Chase
21
JP Morgan Chase
New York
$19.7M -$6.35M -151,657 -22%
N
22
Nuveen
North Carolina
$19.1M +$9.99M +238,745 +86%
Renaissance Technologies
23
Renaissance Technologies
New York
$18.5M -$3.51M -83,800 -14%
Principal Financial Group
24
Principal Financial Group
Iowa
$17.6M -$1.85M -44,111 -8%
Legal & General Group
25
Legal & General Group
United Kingdom
$16.8M -$3.64M -87,053 -16%

AVA Hedge Fund Activity: Q3 2022 in Review

279 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2022, worth a combined $2.29B — down 14% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVA positions and 25 closed out — a net gain of 9 holders — while 104 added to existing stakes and 92 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $17.6M. The largest seller was Millennium Management, cutting an estimated $18.9M.

  • 279 institutional investors held Avista (AVA) as of Q3 2022, up from 273 in Q2 2022.
  • Funds reported $2.29B of Avista stock for Q3 2022, down 14% quarter-over-quarter.
  • 34 funds opened new Avista positions in Q3 2022 and 25 closed out, a net change of +9 holders.
  • The largest Avista buyer in Q3 2022 was Victory Capital Management, an estimated $17.6M added.
  • The largest Avista seller in Q3 2022 was Millennium Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2022.