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288 hedge funds and large institutions have $2.43B invested in Avista in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $2.16B → $2.43B (+$271M)

11% more call options, than puts

Call options by funds: $372K | Put options by funds: $336K

8% more funds holding

Funds holding: 266288 (+22)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.7% more ownership

Funds ownership: 87.2%87.9% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
288
Holders Change
+22
Holders Change %
+8.27%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
96
Reduced
94
Closed
27
Calls
$372K
Puts
$336K
Net Calls
+$36K
Net Calls Change
+$328K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$538M +$17.4M +515,100 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$340M +$3.27M +96,642 +1%
State Street
3
State Street
Massachusetts
$165M -$1.22M -36,024 -0.8%
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$127M +$896K +26,454 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$99.6M +$54.1M +1,597,455 +134%
First Trust Advisors
6
First Trust Advisors
Illinois
$74.4M -$3.64M -107,579 -5%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$69.2M -$1.86M -55,010 -3%
Ameriprise
8
Ameriprise
Minnesota
$68.8M +$3.57M +105,418 +6%
WHG
9
Westwood Holdings Group
Texas
$61.8M -$2.01M -59,279 -3%
NI
10
Nuance Investments
Missouri
$59.2M -$5.59M -164,999 -9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$59M +$3.21M +94,900 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$52M -$577K -17,031 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$42.2M -$2.47M -72,984 -6%
Charles Schwab
14
Charles Schwab
California
$37.6M +$1.89M +55,697 +6%
Invesco
15
Invesco
Georgia
$37.3M -$4.61M -136,102 -12%
Northern Trust
16
Northern Trust
Illinois
$34.2M +$2.15M +63,389 +7%
Goldman Sachs
17
Goldman Sachs
New York
$25.4M +$11.7M +346,540 +95%
ORIO
18
Old Republic International (ORI)
Illinois
$21.4M
Prudential Financial
19
Prudential Financial
New Jersey
$21.1M -$1.1M -32,617 -5%
Norges Bank
20
Norges Bank
Norway
$19M -$8.63M -254,765 -32%
Legal & General Group
21
Legal & General Group
United Kingdom
$18.9M +$1.17M +34,537 +7%
KCM
22
Kennedy Capital Management
Missouri
$18.8M -$1.14M -33,725 -6%
N
23
Nuveen
North Carolina
$17.8M +$189K +5,573 +1%
Victory Capital Management
24
Victory Capital Management
Texas
$16.6M -$255K -7,526 -2%
GF
25
Gabelli Funds
New York
$14.9M +$271K +8,000 +2%

AVA Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2023, worth a combined $2.43B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AVA positions and 27 closed out — a net gain of 23 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was Jupiter Asset Management, cutting an estimated $14.1M.

  • 288 institutional investors held Avista (AVA) as of Q4 2023, up from 266 in Q3 2023.
  • Funds reported $2.43B of Avista stock for Q4 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Avista positions in Q4 2023 and 27 closed out, a net change of +23 holders.
  • The largest Avista buyer in Q4 2023 was Morgan Stanley, an estimated $54.1M added.
  • The largest Avista seller in Q4 2023 was Jupiter Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.