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315 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, 135 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 73

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

3% more funds holding

Funds holding: 305315 (+10)

0.77% more ownership

Funds ownership: 85.64%86.41% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.34B → $2.34B (-$4.68M)

96% less call options, than puts

Call options by funds: $1.43M | Put options by funds: $35.8M

Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
135
Reduced
73
Closed
32
Calls
$1.43M
Puts
$35.8M
Net Calls
-$34.3M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
276
Bell Investment Advisors
California
$7.86K +$1.97K +55 +32%
SPIA
277
Steward Partners Investment Advisory
New York
$6.92K
ATPW
278
Ashton Thomas Private Wealth
Arizona
$6.92K +$7.15K +200 New
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$6.71K
FHA
280
First Horizon Advisors
Tennessee
$6.13K +$2.61K +73 +70%
RAM
281
Riggs Asset Management
Pennsylvania
$5.71K
NICM
282
Neo Ivy Capital Management
New York
$5K +$5.57K +156 New
S
283
Sachetta
Massachusetts
$4.39K
PP
284
Pacifica Partners
Canada
$4.06K
ST
285
Smithfield Trust
Pennsylvania
$4K
CFS
286
CGC Financial Services
Oregon
$3.46K
UB
287
UMB Bank
Missouri
$3.18K +$1.82K +51 +124%
HCP
288
Hexagon Capital Partners
Arkansas
$3.08K +$286 +8 +10%
Mitsubishi UFJ Asset Management
289
Mitsubishi UFJ Asset Management
Japan
$3.05K
HI
290
Harbour Investments
Wisconsin
$3K +$36 +1 +1%
Simplex Trading
291
Simplex Trading
Illinois
$3K +$3.18K +89 New
PA
292
Parallel Advisors
California
$2.94K
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$2.73K -$143 -4 -5%
KFI
294
Key Financial Inc
Pennsylvania
$2.15K
GI
295
GAMMA Investing
California
$1.97K -$2.54K -71 -55%
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$1.87K
CSB
297
City State Bank
Iowa
$1.73K
FFO
298
Fortitude Family Office
Arizona
$1.7K
CJ
299
Caitlin John
Michigan
$1.43K
PTC
300
Private Trust Company
Ohio
$1.42K

AVA Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2024, worth a combined $2.34B — down 0.2% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AVA positions and 32 closed out — a net gain of 16 holders — while 135 added to existing stakes and 73 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.2M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $26.2M.

  • 315 institutional investors held Avista (AVA) as of Q2 2024, up from 305 in Q1 2024.
  • Funds reported $2.34B of Avista stock for Q2 2024, down 0.2% quarter-over-quarter.
  • 48 funds opened new Avista positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Avista buyer in Q2 2024 was Goldman Sachs, an estimated $11.2M added.
  • The largest Avista seller in Q2 2024 was Hotchkis & Wiley Capital Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2024.