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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
PP
176
Paloma Partners
Connecticut
$236K +$40.6K +1,025 +19%
AB
177
Amalgamated Bank
New York
$233K -$180K -4,533 -41%
TRCT
178
Tower Research Capital (TRC)
New York
$232K +$253K +6,377 New
CGH
179
Crossmark Global Holdings
Texas
$228K +$8.6K +217 +4%
Wellington Management Group
180
Wellington Management Group
Massachusetts
$228K +$249K +6,275 New
RJA
181
Raymond James & Associates
Florida
$227K -$63.7K -1,607 -20%
Connor, Clark & Lunn Investment Management (CC&L)
182
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K +$240K +6,068 New
AIP
183
Ameritas Investment Partners
Nebraska
$217K
TCM
184
Teza Capital Management
Illinois
$216K +$235K +5,930 New
MSFP
185
Mark Sheptoff Financial Planning
Connecticut
$200K
VanEck Associates
186
VanEck Associates
New York
$177K +$29K +732 +18%
SG Americas Securities
187
SG Americas Securities
New York
$171K -$701K -17,696 -79%
SO
188
STRS Ohio
Ohio
$156K -$523K -13,200 -75%
IA
189
IndexIQ Advisors
New York
$152K -$1.43K -36 -0.9%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$145K -$42.3K -1,069 -21%
LWM
191
Liberty Wealth Management
California
$108K
CAN
192
Cetera Advisor Networks
California
$104K +$113K +2,859 New
IA
193
IFP Advisors
Florida
$94K
LIA
194
LS Investment Advisors
Michigan
$74K +$5.15K +130 +7%
MRCM
195
M&R Capital Management
New Jersey
$72K
WAM
196
Wolverine Asset Management
Illinois
$66K -$39.6K -1,000 -35%
PHK
197
Point72 Hong Kong
Hong Kong
$61K +$51.4K +1,297 +346%
BC
198
Bartlett & Co
Ohio
$55K
WTC
199
WhitTier Trust Company
Nevada
$55K
BCWM
200
Bartlett & Co Wealth Management
Ohio
$54.6K

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.