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273 hedge funds and large institutions have $2.65B invested in Avista in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

8% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 88

1% less funds holding

Funds holding: 275273 (-2)

4% less capital invested

Capital invested by funds: $2.75B → $2.65B (-$100M)

1.06% less ownership

Funds ownership: 85.26%84.2% (-1.1%)

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
95
Reduced
88
Closed
31
Calls
$810K
Puts
Net Calls
+$810K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
251
Contravisory Investment Management
Massachusetts
$5K
EI
252
Ellevest Inc
New York
$5K
ST
253
Smithfield Trust
Pennsylvania
$5K
BIA
254
Bell Investment Advisors
California
$5K +$4.52K +105 New
NICM
255
Neo Ivy Capital Management
New York
$4K +$4.65K +108 New
CFGS
256
Concourse Financial Group Securities
Alabama
$3K
KFI
257
Key Financial Inc
Pennsylvania
$3K
HI
258
Harbour Investments
Wisconsin
$3K +$3.4K +79 New
APA
259
American Portfolios Advisors
New York
$2.96K
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$2.1K +$463K +10,759 +29%
Federated Hermes
261
Federated Hermes
Pennsylvania
$2K -$645 -15 -28%
JWA
262
JFS Wealth Advisors
Pennsylvania
$1K -$43 -1 -3%
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$1K
PWMG
264
Prestige Wealth Management Group
New Jersey
$1K
STCOSD
265
Sageworth Trust Company of South Dakota
South Dakota
$1K
SC
266
Schubert & Co
Texas
$1K +$344 +8 +80%
FCB
267
First Command Bank
Texas
$1K +$645 +15 New
FCFS
268
First Command Financial Services
Texas
$1K +$645 +15 New
GRP
269
Global Retirement Partners
California
$1K +$903 +21 +350%
Arrowstreet Capital
270
Arrowstreet Capital
Massachusetts
-$4.36M -96,642 Closed
YCM
271
Yaupon Capital Management
New York
-$2.39M -52,900 Closed
HF
272
HRT Financial
New York
-$1.99M -43,979 Closed
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
-$1.58M -34,906 Closed
Jennison Associates
274
Jennison Associates
New York
-$1.46M -32,250 Closed
DA
275
Duality Advisers
Florida
-$898K -19,884 Closed

AVA Hedge Fund Activity: Q2 2022 in Review

273 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2022, worth a combined $2.65B — down 3.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVA positions and 31 closed out — a net gain of 4 holders — while 95 added to existing stakes and 88 trimmed.

The largest buyer was Millennium Management, adding an estimated $31.6M. The largest seller was Nuance Investments, cutting an estimated $63.3M.

  • 273 institutional investors held Avista (AVA) as of Q2 2022, down from 275 in Q1 2022.
  • Funds reported $2.65B of Avista stock for Q2 2022, down 3.6% quarter-over-quarter.
  • 35 funds opened new Avista positions in Q2 2022 and 31 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q2 2022 was Millennium Management, an estimated $31.6M added.
  • The largest Avista seller in Q2 2022 was Nuance Investments, an estimated $63.3M sold.

Based on aggregated 13F filings for Q2 2022.