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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
PWMG
251
Prestige Wealth Management Group
New Jersey
$786
AF
252
Advisornet Financial
Minnesota
$511
BIA
253
Bell Investment Advisors
California
$511
FFA
254
Farther Finance Advisors
California
$511
AWM
255
Abound Wealth Management
Tennessee
$432 +$467 +11 New
DI
256
Disciplined Investments
Oklahoma
$393
SIC
257
SJS Investment Consulting
Ohio
$354 -$127 -3 -25%
NA
258
NewEdge Advisors
Louisiana
$314 +$339 +8 New
HNB
259
Huntington National Bank
Ohio
$79
BCM
260
Bridgeway Capital Management
Texas
-$6.85M -161,412 Closed
Walleye Capital
261
Walleye Capital
New York
-$3.93M -92,503 Closed
TAM
262
Trillium Asset Management
Massachusetts
-$2.34M -53,091 Closed
Canada Pension Plan Investment Board
263
Canada Pension Plan Investment Board
Ontario, Canada
-$2.11M -49,600 Closed
AG
264
Algert Global
California
-$1.39M -32,703 Closed
SG Americas Securities
265
SG Americas Securities
New York
-$846K -19,939 Closed
DA
266
Duality Advisers
Florida
-$837K -19,711 Closed
Jennison Associates
267
Jennison Associates
New York
-$825K -19,440 Closed
GCM
268
Greenland Capital Management
New York
-$744K -17,530 Closed
AIM
269
Aigen Investment Management
New York
-$565K -13,315 Closed
YIH
270
Y-Intercept (HK)
Hong Kong
-$452K -10,645 Closed
AQR Capital Management
271
AQR Capital Management
Connecticut
-$432K -10,185 Closed
MFS
272
Mirabella Financial Services
United Kingdom
-$376K -8,847 Closed
CC
273
Cipher Capital
New York
-$372K -8,753 Closed
ACM
274
Acrisure Capital Management
Texas
-$315K -7,420 Closed
Balyasny Asset Management
275
Balyasny Asset Management
Illinois
-$300K -7,069 Closed

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.