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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
Millennium Management
26
Millennium Management
New York
$13.7M -$1.03M -28,716 -7%
Mirae Asset Global ETFs Holdings
27
Mirae Asset Global ETFs Holdings
Hong Kong
$13.6M +$14M +392,882 New
JP Morgan Chase
28
JP Morgan Chase
New York
$13.5M -$1.1M -30,677 -7%
Principal Financial Group
29
Principal Financial Group
Iowa
$13.3M -$572K -16,001 -4%
CSS
30
Cubist Systematic Strategies
Connecticut
$11.8M +$3.35M +93,747 +38%
ICM
31
Invenomic Capital Management
Massachusetts
$11.4M +$3.58M +100,126 +43%
NEI
32
Northwest & Ethical Investments
Ontario, Canada
$11.2M +$1.84M +51,357 +19%
First Trust Advisors
33
First Trust Advisors
Illinois
$10.4M +$1.43M +39,913 +15%
GI
34
GAMCO Investors
Connecticut
$9.82M +$521K +14,590 +5%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$9.78M +$10.1M +282,542 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$8.99M +$75.1K +2,101 +0.8%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$8.87M +$2.59M +72,590 +39%
AAM
38
Advisors Asset Management
Colorado
$8.62M +$2.17M +60,808 +32%
American Century Companies
39
American Century Companies
Missouri
$8.2M +$313K +8,748 +4%
N
40
Nuveen
North Carolina
$7.67M +$194K +5,437 +3%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$7.46M +$2.69M +75,246 +54%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$7.22M +$1.24M +34,762 +20%
JAM
43
Jupiter Asset Management
United Kingdom
$7.13M +$7.36M +206,023 New
UBS AM
44
UBS AM
Illinois
$7.01M +$2.88M +80,616 +66%
BC
45
Bruce & Co
Illinois
$6.97M
ProShare Advisors
46
ProShare Advisors
Maryland
$6.95M -$1.35M -37,684 -16%
PCM
47
Peregrine Capital Management
Minnesota
$6.51M +$6.72M +187,989 New
Bank of America
48
Bank of America
North Carolina
$5.98M +$863K +24,152 +16%
DIA
49
Dean Investment Associates
Ohio
$5.94M -$405K -11,332 -6%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$5.64M +$5.82M +162,900 New

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.