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259 hedge funds and large institutions have $1.98B invested in Avista in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% more ownership

Funds ownership: 80.78%81.01% (+0.23%)

4% less funds holding

Funds holding: 269259 (-10)

14% less capital invested

Capital invested by funds: $2.31B → $1.98B (-$323M)

16% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 94

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
259
Holders Change
-10
Holders Change %
-3.72%
% of All Funds
5.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
79
Reduced
94
Closed
38
Calls
$371K
Puts
Net Calls
+$371K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
PO
226
Private Ocean
California
$9K
CIA
227
CSat Investment Advisory
Michigan
$9K +$9.66K +244 New
GWMIA
228
Global Wealth Management Investment Advisory
Florida
$8K
SIM
229
Sonora Investment Management
Arizona
$8K
PAG
230
Private Advisor Group
New Jersey
$8K +$8.63K +218 New
PP
231
PrairieView Partners
Minnesota
$7K
AF
232
Allworth Financial
California
$7K +$79 +2 +1%
GAM
233
Gemmer Asset Management
California
$7K +$119 +3 +2%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.46K
QCG
235
Quadrant Capital Group
Ohio
$5K -$84.9K -2,144 -94%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$5K
FCB
237
First Command Bank
Texas
$4K
FCFS
238
First Command Financial Services
Texas
$4K
TFO
239
Tarbox Family Office
California
$4K
TC
240
Trust Company
Kansas
$4K
AIC
241
Archer Investment Corporation
Indiana
$3.64K -$23.4K -592 -86%
ST
242
Smithfield Trust
Pennsylvania
$3K
TWA
243
TCI Wealth Advisors
Arizona
$3K +$198 +5 +7%
PFBT
244
Parkside Financial Bank & Trust
Missouri
$2K -$2.02K -51 -52%
AA
245
Ancora Advisors
Ohio
$2K
AssetMark Inc
246
AssetMark Inc
California
$2K
FHA
247
First Horizon Advisors
Tennessee
$2K
RFA
248
Reilly Financial Advisors
California
$2K
BCA
249
Berman Capital Advisors
Georgia
$2K +$753 +19 +35%
FCA
250
FinTrust Capital Advisors
South Carolina
$1K -$3.41K -86 -71%

AVA Hedge Fund Activity: Q2 2020 in Review

259 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2020, worth a combined $1.98B — down 14% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AVA and 28 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 79 added.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $22.7M. The largest seller was Victory Capital Management, cutting an estimated $17.2M.

  • 259 institutional investors held Avista (AVA) as of Q2 2020, down from 269 in Q1 2020.
  • Funds reported $1.98B of Avista stock for Q2 2020, down 14% quarter-over-quarter.
  • 28 funds opened new Avista positions in Q2 2020 and 38 closed out, a net change of -10 holders.
  • The largest Avista buyer in Q2 2020 was Mitsubishi UFJ Trust & Banking, an estimated $22.7M added.
  • The largest Avista seller in Q2 2020 was Victory Capital Management, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2020.