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
AIP
176
Ameritas Investment Partners
Nebraska
$245K +$14K +330 +6%
CGH
177
Crossmark Global Holdings
Texas
$243K -$12.6K -297 -5%
VI
178
Versor Investments
New York
$242K -$63.9K -1,507 -20%
NICM
179
Neo Ivy Capital Management
New York
$232K +$251K +5,910 New
AP
180
Americana Partners
Texas
$232K -$293K -6,915 -54%
WI
181
Wintrust Investments
Illinois
$230K -$18.5K -436 -7%
DekaBank Deutsche Girozentrale
182
DekaBank Deutsche Girozentrale
Germany
$230K
DZ Bank
183
DZ Bank
Germany
$229K
PAM
184
Panagora Asset Management
Massachusetts
$224K
VF
185
Virtu Financial
New York
$215K +$232K +5,471 New
VPIM
186
Vanguard Personalized Indexing Management
California
$210K -$29.1K -685 -11%
AG
187
Advocate Group
Minnesota
$209K
KFA
188
Krane Funds Advisors
New York
$208K -$27.2K -641 -11%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$205K +$170 +4 +0.1%
AIMCA
190
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$205K -$171K -4,027 -44%
PFO
191
Pathstone Family Office
New Jersey
$205K -$24.3K -573 -11%
AWM
192
Accurate Wealth Management
Florida
$201K +$221K +5,211 New
MLICM
193
Metropolitan Life Insurance Company (MetLife)
New York
$159K +$4.37K +103 +3%
TRCT
194
Tower Research Capital (TRC)
New York
$143K -$7.76K -183 -5%
SO
195
STRS Ohio
Ohio
$133K -$21.2K -500 -13%
BEI
196
Benjamin Edwards Inc
Missouri
$108K +$69.6K +1,642 +149%
IA
197
IFP Advisors
Florida
$92.5K
SAM
198
Shell Asset Management
Netherlands
$88K -$105K -2,479 -53%
VCM
199
Vigilant Capital Management
Maine
$79K +$84.8K +2,000 New
BWL
200
Bogart Wealth LLC
Virginia
$72.1K +$891 +21 +1%

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.