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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
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$686K +$54.6K +1,529 +8%
AG
152
Algert Global
California
$660K -$140K -3,913 -17%
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$658K -$62.7K -1,755 -8%
B
154
Bailard
California
$658K +$679K +19,000 New
AC
155
Apella Capital
Connecticut
$654K
AA
156
ALPS Advisors
Colorado
$640K +$89.1K +2,493 +16%
Connor, Clark & Lunn Investment Management (CC&L)
157
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$626K -$532K -14,875 -45%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$613K +$633K +17,716 New
MAS
159
Meeder Advisory Services
Ohio
$595K +$271K +7,597 +79%
DFCM
160
Dark Forest Capital Management
Puerto Rico
$595K +$298K +8,351 +95%
PD
161
Point72 (DIFC)
United Arab Emirates
$589K +$262K +7,336 +76%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$586K +$605K +16,936 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$579K +$54.8K +1,534 +10%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$562K -$64.3K -1,799 -10%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$562K
TRCT
166
Tower Research Capital (TRC)
New York
$549K +$519K +14,528 +1,094%
YIH
167
Y-Intercept (HK)
Hong Kong
$543K +$284K +7,942 +102%
RAM
168
Readystate Asset Management
Illinois
$543K +$561K +15,692 New
QT
169
Quantbot Technologies
New York
$534K +$72.7K +2,034 +15%
Mariner
170
Mariner
Kansas
$517K +$57K +1,596 +12%
BEI
171
Benjamin Edwards Inc
Missouri
$515K +$102K +2,855 +24%
Osaic Holdings
172
Osaic Holdings
Arizona
$502K +$50.1K +1,402 +11%
Arrowstreet Capital
173
Arrowstreet Capital
Massachusetts
$501K +$517K +14,462 New
HSBC Holdings
174
HSBC Holdings
United Kingdom
$469K -$812K -22,713 -63%
PTC
175
Petrus Trust Company
Texas
$468K +$255K +7,149 +112%

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.