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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
BC
151
Bridgefront Capital
Texas
$379K -$105K -2,295 -21%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$379K +$61.7K +1,346 +18%
EVM
153
Eaton Vance Management
Massachusetts
$369K +$356K +7,754 +869%
SAM
154
Shell Asset Management
Netherlands
$366K +$335K +7,300 +575%
CIBC Asset Management
155
CIBC Asset Management
Ontario, Canada
$329K
OSIA
156
O'Shares Investment Advisers
Massachusetts
$327K +$44K +959 +14%
WT
157
Whittier Trust
California
$326K
PPW
158
Parcion Private Wealth
Washington
$313K
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$305K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$296K
FP
161
Foundry Partners
Minnesota
$289K -$21.5K -470 -6%
Axa
162
Axa
France
$286K
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$284K -$4.86M -106,108 -94%
DADC
164
D.A. Davidson & Co
Montana
$279K -$19.3K -420 -6%
AP
165
Advisor Partners
California
$277K +$92 +2 +0%
American Century Companies
166
American Century Companies
Missouri
$274K -$2.48M -53,989 -89%
WI
167
Wintrust Investments
Illinois
$273K +$68K +1,484 +30%
CGH
168
Crossmark Global Holdings
Texas
$270K +$6.88K +150 +2%
LWAC
169
Laurel Wealth Advisors (California)
California
$266K -$34.3K -748 -11%
DWT
170
Dorsey & Whitney Trust
South Dakota
$265K +$285K +6,222 New
HW
171
Hancock Whitney
Mississippi
$259K +$279K +6,079 New
DTL
172
Dynamic Technology Lab
Singapore
$244K +$261K +5,700 New
AIP
173
Ameritas Investment Partners
Nebraska
$239K
E
174
Ergoteles
New York
$235K -$6.69M -145,825 -96%
KACA
175
Kayne Anderson Capital Advisors
California
$235K +$252K +5,500 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.