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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
Schroder Investment Management Group
326
Schroder Investment Management Group
United Kingdom
-$818K -23,362 Closed
Jacobs Levy Equity Management
327
Jacobs Levy Equity Management
New Jersey
-$790K -22,546 Closed
Marshall Wace
328
Marshall Wace
United Kingdom
-$618K -17,633 Closed
RAM
329
Resona Asset Management
Japan
-$516K -14,741 Closed
PRC
330
Pearl River Capital
Michigan
-$485K -13,853 Closed
CT
331
ClearAlpha Technologies
Connecticut
-$477K -13,630 Closed
GIM
332
Groesbeck Investment Management
New Jersey
-$444K -12,675 Closed
NYLIM
333
New York Life Investment Management
New York
-$371K -10,581 Closed
MNBTD
334
Moody National Bank Trust Division
Texas
-$359K -10,241 Closed
AIM
335
Aigen Investment Management
New York
-$290K -8,274 Closed
FIA
336
Foundations Investment Advisors
Arizona
-$265K -7,580 Closed
OQS
337
Occudo Quantitative Strategies
Florida
-$249K -7,123 Closed
CM
338
Capula Management
Cayman Islands
-$244K -6,967 Closed
CIM
339
CIM Investment Management
Pennsylvania
-$209K -5,975 Closed
MLICM
340
Metropolitan Life Insurance Company (MetLife)
New York
-$147K -4,186 Closed
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
-$118K -3,382 Closed
EC
342
EntryPoint Capital
New York
-$73.1K -2,088 Closed
FFWA
343
FRG Family Wealth Advisors
Washington
-$7.2K -200 Closed
S
344
SignatureFD
Georgia
-$4.55K -130 Closed
QL
345
Quarry LP
New York
-$3.36K -96 Closed
SWM
346
Sugarloaf Wealth Management
Georgia
-$1.44K -41 Closed
AWM
347
Avior Wealth Management
Nebraska
-$525 -15 Closed

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.