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Avista
AVA

Overview Fund Activity

316 hedge funds and large institutions have $2.34B invested in Avista in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+11
Holders Change %
+3.61%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
48
Increased
136
Reduced
73
Closed
31
Calls
$1.43M
Puts
$35.8M
Net Calls
-$34.3M
Net Calls Change
-$17.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$41.7M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
$9.78M
3
JAM
Jupiter Asset Management
United Kingdom
$7.13M
4
PCM
Peregrine Capital Management
Minnesota
$6.51M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$5.64M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$42.8M
2
Morgan Stanley
Morgan Stanley
New York
$35.3M
3
SBH
Segall Bryant & Hamill
Illinois
$0
4
State Street
State Street
Massachusetts
$165M
5
APG Asset Management
APG Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
251
Mather Group
Illinois
$31.5K – – –
CFM
252
Catalyst Funds Management
Australia
$31.1K -$158K -4,570 -84%
Nomura Asset Management
253
Nomura Asset Management
Japan
$31.1K – – –
Bessemer Group
254
Bessemer Group
New Jersey
$29K +$2.79K +79 +11%
CMA
255
Cedar Mountain Advisors
Oregon
$26.6K – – –
FP
256
Financial Perspectives
Minnesota
$26.6K – – –
BFEC
257
Benjamin F. Edwards & Company
Missouri
$24K +$6.89K +203 +40%
IWP
258
IAG Wealth Partners
Wisconsin
$23.2K – – –
GRP
259
Global Retirement Partners
California
$22.9K +$10.6K +306 +86%
W
260
WealthCollab
Washington
$21.7K -$9.03K -261 -29%
DAM
261
Delta Asset Management
Tennessee
$20.8K – – –
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$19.8K +$2.56K +74 +15%
PGAM
263
Princeton Global Asset Management
New Jersey
$17.3K – – –
SAM
264
Smartleaf Asset Management
Massachusetts
$16.7K +$9.93K +289 +147%
BTI
265
Blue Trust Inc
Georgia
$16.2K +$14K +400 +625%
CTC
266
Central Trust Company
Missouri
$13.8K – – –
HWA
267
Heritage Wealth Advisors
Virginia
$13.8K – – –
GEA
268
Glen Eagle Advisors
New Jersey
$13.8K +$13.8K +400 New
DJSG
269
D.J. St. Germain
Massachusetts
$13.1K +$13.1K +378 New
TFF
270
The Family Firm
Maryland
$11.4K +$11.4K +330 New
HNB
271
Hilltop National Bank
Wyoming
$10.4K – – –
PO
272
Private Ocean
California
$9.1K – – –
CAL
273
Capital Advisors Ltd
Ohio
$9K +$3.31K +96 +58%
C
274
Covestor
United Kingdom
$9K +$8.84K +273 +5,460%
AF
275
Allworth Financial
California
$8.76K +$110 +3 +1%
9 10
11
12 13