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262 hedge funds and large institutions have $2.68B invested in Avista in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 95 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $577K | Put options by funds: $130K

0.83% less ownership

Funds ownership: 91.01%90.18% (-0.83%)

3% less funds holding

Funds holding: 269262 (-7)

8% less capital invested

Capital invested by funds: $2.9B → $2.68B (-$218M)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

19% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 95

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
262
Holders Change
-7
Holders Change %
-2.6%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
77
Reduced
95
Closed
38
Calls
$577K
Puts
$130K
Net Calls
+$447K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
226
Toth Financial Advisory
Virginia
$11.8K +$12.7K +300 New
BCMLT
227
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.7K
BBHC
228
Brown Brothers Harriman & Co
New York
$10.8K +$11.7K +275 New
SCA
229
Stonebridge Capital Advisors
Minnesota
$10.4K
PO
230
Private Ocean
California
$10.3K
AF
231
Allworth Financial
California
$8.65K +$85 +2 +0.9%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$7.38K -$297 -7 -4%
PP
233
PrairieView Partners
Minnesota
$7K
HCP
234
Hexagon Capital Partners
Arkansas
$6.79K +$127 +3 +2%
KFI
235
Key Financial Inc
Pennsylvania
$6.17K +$4.03K +95 +153%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$5.5K
ST
237
Smithfield Trust
Pennsylvania
$5K
PP
238
Pacifica Partners
Canada
$4.7K
CIM
239
Contravisory Investment Management
Massachusetts
$4.28K
CFS
240
CGC Financial Services
Oregon
$3.93K +$4.24K +100 New
FCAG
241
First Capital Advisors Group
New Jersey
$3.57K +$3.86K +91 New
GRP
242
Global Retirement Partners
California
$3.5K +$2.38K +56 +170%
HI
243
Harbour Investments
Wisconsin
$3.23K +$42 +1 +1%
PA
244
Parallel Advisors
California
$3.18K
MFT
245
Moisand Fitzgerald Tamayo
Florida
$2.95K
PFPT
246
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.91K
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$2.75K -$12.2K -287 -80%
JWA
248
JFS Wealth Advisors
Pennsylvania
$1.49K
Federated Hermes
249
Federated Hermes
Pennsylvania
$1.22K -$212 -5 -14%
GWS
250
Glassman Wealth Services
Virginia
$1.1K +$1.19K +28 New

AVA Hedge Fund Activity: Q2 2023 in Review

262 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2023, worth a combined $2.68B — down 7.5% from $2.9B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AVA and 31 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 77 added.

The largest buyer was BlackRock, adding an estimated $14.1M. The largest seller was Millennium Management, cutting an estimated $14.9M.

  • 262 institutional investors held Avista (AVA) as of Q2 2023, down from 269 in Q1 2023.
  • Funds reported $2.68B of Avista stock for Q2 2023, down 7.5% quarter-over-quarter.
  • 31 funds opened new Avista positions in Q2 2023 and 38 closed out, a net change of -7 holders.
  • The largest Avista buyer in Q2 2023 was BlackRock, an estimated $14.1M added.
  • The largest Avista seller in Q2 2023 was Millennium Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2023.