We are live on ! Find out more

262 hedge funds and large institutions have $2.68B invested in Avista in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 95 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $577K | Put options by funds: $130K

0.83% less ownership

Funds ownership: 91.01%90.18% (-0.83%)

3% less funds holding

Funds holding: 269262 (-7)

8% less capital invested

Capital invested by funds: $2.9B → $2.68B (-$218M)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

19% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 95

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
262
Holders Change
-7
Holders Change %
-2.6%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
77
Reduced
95
Closed
38
Calls
$577K
Puts
$130K
Net Calls
+$447K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$383K +$5.51K +130 +1%
NYLIM
152
New York Life Investment Management
New York
$381K -$63.7K -1,501 -13%
ACM
153
Aquatic Capital Management
Illinois
$381K +$411K +9,700 New
API
154
Advisor Partners II
California
$380K +$167K +3,933 +69%
Amundi
155
Amundi
France
$379K -$23.8K -561 -5%
Bank of Nova Scotia
156
Bank of Nova Scotia
Ontario, Canada
$372K +$13.6K +320 +3%
HEIP
157
Hudson Edge Investment Partners
New Jersey
$372K -$145K -3,423 -27%
Citadel Advisors
158
Citadel Advisors
Florida
$366K -$2.02M -47,521 -84%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$365K
II
160
IFM Investors
Australia
$364K +$393K +9,260 New
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$361K -$27.3K -644 -7%
CIBC Asset Management
162
CIBC Asset Management
Ontario, Canada
$339K
MNBTD
163
Moody National Bank Trust Division
Texas
$338K
FIA
164
Foundations Investment Advisors
Arizona
$298K +$322K +7,594 New
TCWA
165
Ten Capital Wealth Advisors
Washington
$295K +$3.01K +71 +1%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$288K +$4.11K +97 +1%
PPW
167
Parcion Private Wealth
Washington
$288K
Truist Financial
168
Truist Financial
North Carolina
$275K -$452K -10,652 -60%
TC
169
TownSquare Capital
Utah
$274K
AWAU
170
Alliance Wealth Advisors (Utah)
Utah
$269K
I
171
InceptionR
California
$264K +$286K +6,735 New
D.E. Shaw & Co
172
D.E. Shaw & Co
New York
$263K -$3.29M -77,596 -92%
CAP
173
Columbia Advisory Partners
Washington
$263K
TCOV
174
Trust Company of Vermont
Vermont
$247K
ZIM
175
Zacks Investment Management
Illinois
$246K +$266K +6,269 New

AVA Hedge Fund Activity: Q2 2023 in Review

262 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2023, worth a combined $2.68B — down 7.5% from $2.9B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AVA and 31 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 77 added.

The largest buyer was BlackRock, adding an estimated $14.1M. The largest seller was Millennium Management, cutting an estimated $14.9M.

  • 262 institutional investors held Avista (AVA) as of Q2 2023, down from 269 in Q1 2023.
  • Funds reported $2.68B of Avista stock for Q2 2023, down 7.5% quarter-over-quarter.
  • 31 funds opened new Avista positions in Q2 2023 and 38 closed out, a net change of -7 holders.
  • The largest Avista buyer in Q2 2023 was BlackRock, an estimated $14.1M added.
  • The largest Avista seller in Q2 2023 was Millennium Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2023.