We are live on ! Find out more

259 hedge funds and large institutions have $1.98B invested in Avista in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% more ownership

Funds ownership: 80.78%81.01% (+0.23%)

4% less funds holding

Funds holding: 269259 (-10)

14% less capital invested

Capital invested by funds: $2.31B → $1.98B (-$323M)

16% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 94

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
259
Holders Change
-10
Holders Change %
-3.72%
% of All Funds
5.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
79
Reduced
94
Closed
38
Calls
$371K
Puts
Net Calls
+$371K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Oppenheimer Asset Management
New York
$728K -$7.57K -191 -0.9%
HIM
127
Hillsdale Investment Management
Ontario, Canada
$702K +$186K +4,700 +32%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$695K +$181K +4,572 +31%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$688K
Asset Management One
130
Asset Management One
Japan
$677K
AIS
131
American Investment Services
Massachusetts
$669K
LSERS
132
Louisiana State Employees Retirement System
Louisiana
$666K -$3.96K -100 -0.5%
SGI
133
Summit Global Investments
Utah
$619K -$7.92K -200 -1%
Truist Financial
134
Truist Financial
North Carolina
$608K -$26.6K -672 -4%
Two Sigma Advisers
135
Two Sigma Advisers
New York
$571K +$166K +4,200 +37%
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$569K +$619K +15,625 New
ASRS
137
Arizona State Retirement System
Arizona
$552K -$19.5K -492 -3%
LWAC
138
Laurel Wealth Advisors (California)
California
$546K -$9.78K -247 -2%
ECM
139
Everence Capital Management
Indiana
$506K
TYCC
140
Texas Yale Capital Corp
Florida
$497K
Citadel Advisors
141
Citadel Advisors
Florida
$490K -$703K -17,743 -57%
LPL Financial
142
LPL Financial
California
$486K +$144K +3,624 +37%
TI
143
Trexquant Investment
Connecticut
$473K +$268K +6,769 +109%
Robeco Institutional Asset Management
144
Robeco Institutional Asset Management
Netherlands
$467K
FMTC
145
Farmers & Merchants Trust Company
California
$452K
FP
146
Foundry Partners
Minnesota
$451K +$107K +2,699 +28%
Grantham, Mayo, Van Otterloo & Co (GMO)
147
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$444K -$5.91M -149,300 -92%
QT
148
Quantbot Technologies
New York
$434K +$418K +10,562 +769%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$431K -$34.6K -874 -7%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$425K -$644K -16,254 -58%

AVA Hedge Fund Activity: Q2 2020 in Review

259 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2020, worth a combined $1.98B — down 14% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AVA and 28 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 79 added.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $22.7M. The largest seller was Victory Capital Management, cutting an estimated $17.2M.

  • 259 institutional investors held Avista (AVA) as of Q2 2020, down from 269 in Q1 2020.
  • Funds reported $1.98B of Avista stock for Q2 2020, down 14% quarter-over-quarter.
  • 28 funds opened new Avista positions in Q2 2020 and 38 closed out, a net change of -10 holders.
  • The largest Avista buyer in Q2 2020 was Mitsubishi UFJ Trust & Banking, an estimated $22.7M added.
  • The largest Avista seller in Q2 2020 was Victory Capital Management, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2020.