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289 hedge funds and large institutions have $2.86B invested in Avista in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $670K | Put options by funds: $177K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

25% more capital invested

Capital invested by funds: $2.29B → $2.86B (+$574M)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

4.7% more ownership

Funds ownership: 84.73%89.43% (+4.7%)

4% more funds holding

Funds holding: 279289 (+10)

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
45
Increased
106
Reduced
96
Closed
29
Calls
$670K
Puts
$177K
Net Calls
+$493K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$607M +$3.46M +86,563 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$407M +$13.2M +329,830 +4%
State Street
3
State Street
Massachusetts
$161M +$6.19M +154,695 +4%
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$156M +$7.25K +181 +0%
Millennium Management
5
Millennium Management
New York
$131M +$102M +2,539,057 +625%
First Trust Advisors
6
First Trust Advisors
Illinois
$80.6M +$7.2M +179,814 +11%
NI
7
Nuance Investments
Missouri
$68.2M -$2.39M -59,747 -4%
Ameriprise
8
Ameriprise
Minnesota
$60.7M -$112K -2,791 -0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$60.3M -$16.1M -401,942 -23%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$60M +$2.62M +65,369 +5%
WHG
11
Westwood Holdings Group
Texas
$59.5M -$1.62M -40,551 -3%
Invesco
12
Invesco
Georgia
$52.3M -$26.9M -672,039 -36%
Mitsubishi UFJ Trust & Banking
13
Mitsubishi UFJ Trust & Banking
Japan
$41.7M -$26.7M -668,068 -42%
Morgan Stanley
14
Morgan Stanley
New York
$40.9M +$7.9M +197,301 +27%
Northern Trust
15
Northern Trust
Illinois
$40.6M +$1.09M +27,243 +3%
Charles Schwab
16
Charles Schwab
California
$40.1M +$789K +19,712 +2%
Norges Bank
17
Norges Bank
Norway
$30.6M +$2.4M +60,063 +10%
ORIO
18
Old Republic International (ORI)
Illinois
$26.5M
JP Morgan Chase
19
JP Morgan Chase
New York
$25.9M +$2.16M +54,056 +10%
Victory Capital Management
20
Victory Capital Management
Texas
$25.8M -$2.4M -59,898 -9%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$24.5M +$168K +4,200 +0.8%
Goldman Sachs
22
Goldman Sachs
New York
$23.8M +$10.6M +265,392 +98%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$23.7M +$20.5M +511,170 +2,187%
N
24
Nuveen
North Carolina
$21.2M -$1.53M -38,291 -7%
Renaissance Technologies
25
Renaissance Technologies
New York
$20.8M -$1.17M -29,200 -6%

AVA Hedge Fund Activity: Q4 2022 in Review

289 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2022, worth a combined $2.86B — up 25% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AVA positions and 29 closed out — a net gain of 16 holders — while 106 added to existing stakes and 96 trimmed.

The largest buyer was Millennium Management, adding an estimated $102M. The largest seller was Invesco, cutting an estimated $26.9M.

  • 289 institutional investors held Avista (AVA) as of Q4 2022, up from 279 in Q3 2022.
  • Funds reported $2.86B of Avista stock for Q4 2022, up 25% quarter-over-quarter.
  • 45 funds opened new Avista positions in Q4 2022 and 29 closed out, a net change of +16 holders.
  • The largest Avista buyer in Q4 2022 was Millennium Management, an estimated $102M added.
  • The largest Avista seller in Q4 2022 was Invesco, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2022.