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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
6M
176
6 Meridian
Kansas
$227K -$9.67K -211 -4%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$221K +$2.61K +57 +1%
PAMU
178
Pictet Asset Management (UK)
United Kingdom
$218K
GAM
179
Gotham Asset Management
New York
$215K +$231K +5,040 New
BSW
180
Buckingham Strategic Wealth
Missouri
$212K
AQR Capital Management
181
AQR Capital Management
Connecticut
$210K
RHJA
182
Rice Hall James & Associates
California
$210K
BIP
183
Brandes Investment Partners
California
$206K -$81.8K -1,785 -27%
Citadel Advisors
184
Citadel Advisors
Florida
$204K -$3.92M -85,549 -95%
PHK
185
Point72 Hong Kong
Hong Kong
$204K +$220K +4,792 New
BA
186
Bennicas & Associates
California
$201K
PP
187
Paloma Partners
Connecticut
$201K +$216K +4,721 New
LWM
188
Liberty Wealth Management
California
$126K
IA
189
IFP Advisors
Florida
$85K
FC
190
FORA Capital
Florida
$75K +$80.2K +1,749 New
BCWM
191
Bartlett & Co Wealth Management
Ohio
$64K
BC
192
Bartlett & Co
Ohio
$64K
SO
193
STRS Ohio
Ohio
$59K
VCM
194
Versant Capital Management
Arizona
$55K -$5.46K -119 -8%
BAM
195
Bellevue Asset Management
Washington
$53K
GWSG
196
GPS Wealth Strategies Group
Colorado
$51K +$46 +1 +0.1%
SWA
197
Sutton Wealth Advisors
Florida
$49.9K
HI
198
Harbour Investments
Wisconsin
$49K +$3.48K +76 +7%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$48K -$2.34K -51 -4%
BWM
200
BerganKDV Wealth Management
Minnesota
$43K

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.