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332 hedge funds and large institutions have $2.54B invested in Avista in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $615K

20% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 100

1.5% more ownership

Funds ownership: 86.35%87.85% (+1.5%)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

1% more funds holding

Funds holding: 330332 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.63B → $2.54B (-$87.1M)

Holders
332
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
120
Reduced
100
Closed
45
Calls
$1.6M
Puts
$615K
Net Calls
+$982K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$565M +$22.9M +608,501 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$376M +$12.3M +327,535 +3%
State Street
3
State Street
Massachusetts
$182M +$11.1M +294,702 +6%
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$131M +$1.13M +30,056 +0.8%
Ameriprise
5
Ameriprise
Minnesota
$109M +$2M +53,222 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$67M +$12.6K +336 +0%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$56.5M -$1.32M -35,237 -2%
Invesco
8
Invesco
Georgia
$47M +$10.3M +274,270 +27%
WHG
9
Westwood Holdings Group
Texas
$46.8M -$14.3M -379,801 -23%
Charles Schwab
10
Charles Schwab
California
$45.9M +$938K +24,981 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$43.4M +$6.33M +168,648 +17%
Northern Trust
12
Northern Trust
Illinois
$37.5M +$2.99M +79,576 +8%
Prudential Financial
13
Prudential Financial
New Jersey
$37.3M +$3.55M +94,460 +10%
Goldman Sachs
14
Goldman Sachs
New York
$36.1M +$3.34M +88,848 +10%
Morgan Stanley
15
Morgan Stanley
New York
$35.8M -$9.2M -244,829 -20%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$35.3M +$1.51M +40,270 +4%
NI
17
Nuance Investments
Missouri
$28.8M -$2.76M -73,453 -9%
Norges Bank
18
Norges Bank
Norway
$27.1M +$7.58M +201,756 +37%
ORIO
19
Old Republic International (ORI)
Illinois
$21.9M
RAM
20
RWC Asset Management
United Kingdom
$19.7M +$8.36M +222,500 +70%
Legal & General Group
21
Legal & General Group
United Kingdom
$18.9M -$102K -2,708 -0.5%
JP Morgan Chase
22
JP Morgan Chase
New York
$17.6M +$5.52M +147,007 +44%
Principal Financial Group
23
Principal Financial Group
Iowa
$16.1M +$719K +19,153 +5%
JAM
24
Jupiter Asset Management
United Kingdom
$15.7M -$1.82M -48,447 -10%
DFG
25
Demars Financial Group
Washington
$15.7M +$21.6M +574,587 New

AVA Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2024, worth a combined $2.54B — down 3.3% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVA positions and 45 closed out — a net gain of 4 holders — while 120 added to existing stakes and 100 trimmed.

The largest buyer was BlackRock, adding an estimated $22.9M. The largest seller was Westwood Holdings Group, cutting an estimated $14.3M.

  • 332 institutional investors held Avista (AVA) as of Q4 2024, up from 330 in Q3 2024.
  • Funds reported $2.54B of Avista stock for Q4 2024, down 3.3% quarter-over-quarter.
  • 49 funds opened new Avista positions in Q4 2024 and 45 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q4 2024 was BlackRock, an estimated $22.9M added.
  • The largest Avista seller in Q4 2024 was Westwood Holdings Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2024.