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330 hedge funds and large institutions have $2.63B invested in Avista in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.01M

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

12% more capital invested

Capital invested by funds: $2.34B → $2.63B (+$292M)

5% more funds holding

Funds holding: 315330 (+15)

0.06% less ownership

Funds ownership: 86.41%86.35% (-0.06%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
109
Reduced
110
Closed
29
Calls
$2.55M
Puts
$1.01M
Net Calls
+$1.53M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$574M +$2.62M +69,172 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$385M +$8.4M +222,153 +2%
State Street
3
State Street
Massachusetts
$181M -$3.28M -86,748 -2%
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$137M -$189K -5,000 -0.1%
Ameriprise
5
Ameriprise
Minnesota
$113M +$5.5M +145,571 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$70.9M +$1.03M +27,328 +2%
WHG
7
Westwood Holdings Group
Texas
$64.3M -$2.42M -63,972 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$61.1M +$1.6M +42,365 +3%
Charles Schwab
9
Charles Schwab
California
$47.6M +$1.01M +26,706 +2%
Morgan Stanley
10
Morgan Stanley
New York
$47.3M +$7.57M +200,281 +20%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$39.4M -$3.17M -83,878 -8%
Invesco
12
Invesco
Georgia
$39.1M +$1.36M +35,962 +4%
Northern Trust
13
Northern Trust
Illinois
$36.6M +$5.5M +145,569 +18%
Prudential Financial
14
Prudential Financial
New Jersey
$35.8M +$5.84M +154,365 +20%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$35.8M -$11.8M -312,840 -25%
Goldman Sachs
16
Goldman Sachs
New York
$34.7M -$11.7M -308,260 -26%
NI
17
Nuance Investments
Missouri
$33.3M -$11.9M -316,019 -27%
ORIO
18
Old Republic International (ORI)
Illinois
$23.2M
Norges Bank
19
Norges Bank
Norway
$20.9M -$308K -8,153 -1%
Legal & General Group
20
Legal & General Group
United Kingdom
$20.1M -$530K -14,004 -3%
JAM
21
Jupiter Asset Management
United Kingdom
$18.5M +$10.3M +271,168 +132%
Principal Financial Group
22
Principal Financial Group
Iowa
$16.3M +$1.32M +34,829 +9%
GF
23
Gabelli Funds
New York
$16M -$189K -5,000 -1%
KCM
24
Kennedy Capital Management
Missouri
$15.5M -$3.1M -82,096 -17%
Mirae Asset Global ETFs Holdings
25
Mirae Asset Global ETFs Holdings
Hong Kong
$15.3M +$94.3K +2,494 +0.6%

AVA Hedge Fund Activity: Q3 2024 in Review

330 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2024, worth a combined $2.63B — up 12% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVA positions and 29 closed out — a net gain of 18 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $14.3M. The largest seller was Tortoise Capital Advisors, cutting an estimated $13.6M.

  • 330 institutional investors held Avista (AVA) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.63B of Avista stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Avista positions in Q3 2024 and 29 closed out, a net change of +18 holders.
  • The largest Avista buyer in Q3 2024 was Arrowstreet Capital, an estimated $14.3M added.
  • The largest Avista seller in Q3 2024 was Tortoise Capital Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.