We are live on ! Find out more

255 hedge funds and large institutions have $2.45B invested in Avista in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $580K | Put options by funds: $227K

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 251255 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 82

1.14% less ownership

Funds ownership: 84.35%83.21% (-1.1%)

11% less capital invested

Capital invested by funds: $2.77B → $2.45B (-$318M)

Holders
255
Holders Change
+4
Holders Change %
+1.59%
% of All Funds
4.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
82
Reduced
82
Closed
25
Calls
$580K
Puts
$227K
Net Calls
+$353K
Net Calls Change
-$441K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$17.1M +$4.31M +93,961 +31%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$15.2M +$15M +328,192 +1,051%
GF
28
Gabelli Funds
New York
$13.4M +$183K +4,000 +1%
Wells Fargo
29
Wells Fargo
California
$12.1M -$1.58M -34,544 -11%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$11.7M -$3.58M -78,139 -22%
Victory Capital Management
31
Victory Capital Management
Texas
$10.9M +$2.13M +46,498 +22%
ProShare Advisors
32
ProShare Advisors
Maryland
$10.6M -$2.23M -48,571 -16%
RCYC
33
Richard C. Young & Co
Rhode Island
$9.74M +$410K +8,950 +4%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$9.57M -$384K -8,368 -4%
Goldman Sachs
35
Goldman Sachs
New York
$9.29M -$1.28M -27,964 -11%
CIP
36
Chartwell Investment Partners
Pennsylvania
$9.25M -$105K -2,292 -1%
BC
37
Bruce & Co
Illinois
$8.9M
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$8.82M +$234K +5,102 +3%
Bank of America
39
Bank of America
North Carolina
$8.56M -$4.26M -92,925 -32%
Allianz Asset Management
40
Allianz Asset Management
Germany
$7.76M -$10.7M -233,661 -56%
GC
41
Guggenheim Capital
Illinois
$7.2M +$681K +14,863 +10%
Swiss National Bank
42
Swiss National Bank
Switzerland
$6.52M -$197K -4,300 -3%
RJA
43
Raymond James & Associates
Florida
$6.24M +$865K +18,872 +15%
AllianceBernstein
44
AllianceBernstein
Tennessee
$5.47M +$1.45M +31,583 +33%
MOACM
45
Mutual of America Capital Management
New York
$5.47M -$61.4K -1,339 -1%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$4.87M -$335K -7,300 -6%
UBS AM
47
UBS AM
Illinois
$4.83M +$242K +5,284 +5%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$4.57M +$282K +6,152 +6%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.13M +$492K +10,723 +12%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$4.09M +$4.39M +95,783 New

AVA Hedge Fund Activity: Q2 2021 in Review

255 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2021, worth a combined $2.45B — down 11% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVA positions and 25 closed out — a net gain of 4 holders — while 82 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $38.8M. The largest seller was Public Sector Pension Investment Board (PSP Investments), cutting an estimated $59.3M.

  • 255 institutional investors held Avista (AVA) as of Q2 2021, up from 251 in Q1 2021.
  • Funds reported $2.45B of Avista stock for Q2 2021, down 11% quarter-over-quarter.
  • 29 funds opened new Avista positions in Q2 2021 and 25 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q2 2021 was BlackRock, an estimated $38.8M added.
  • The largest Avista seller in Q2 2021 was Public Sector Pension Investment Board (PSP Investments), an estimated $59.3M sold.

Based on aggregated 13F filings for Q2 2021.