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Avista
AVA

Overview Fund Activity

316 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, 136 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+11
Holders Change %
+3.61%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
48
Increased
136
Reduced
73
Closed
31
Calls
$1.43M
Puts
$35.8M
Net Calls
-$34.3M
Net Calls Change
-$17.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$10.8M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$9.78M
3
JAM
Jupiter Asset Management
United Kingdom
+$7.13M
4
PCM
Peregrine Capital Management
Minnesota
+$6.51M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$5.64M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$25.3M
2
Morgan Stanley
Morgan Stanley
New York
-$13.5M
3
SBH
Segall Bryant & Hamill
Illinois
-$12.1M
4
State Street
State Street
Massachusetts
-$9.43M
5
APG Asset Management
APG Asset Management
Netherlands
-$7.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
176
Petrus Trust Company
Texas
$468K +$247K +7,149 +112%
IIM
177
INTECH Investment Management
Florida
$462K +$462K +13,342 New
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$462K – – –
GLA
179
Great Lakes Advisors
Illinois
$436K +$436K +12,608 New
CC
180
Centiva Capital
New York
$434K +$173K +5,009 +67%
BRWA
181
B. Riley Wealth Advisors
Florida
$427K +$427K +12,334 New
Allianz Asset Management
182
Allianz Asset Management
Germany
$426K +$2.56K +74 +0.6%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$421K +$160K +4,613 +61%
KeyBank National Association
184
KeyBank National Association
Ohio
$405K +$485 +14 +0.1%
PAS
185
Park Avenue Securities
New York
$399K -$10.9K -315 -3%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$392K -$230K -6,637 -37%
BHCM
187
Brevan Howard Capital Management
Jersey
$391K +$107K +3,100 +38%
ICM
188
IMS Capital Management
Oregon
$383K +$4.12K +107 +1%
SFI
189
SPC Financial Inc
Maryland
$381K +$62.3K +1,800 +20%
Capital Fund Management (CFM)
190
Capital Fund Management (CFM)
France
$379K -$77.8K -2,248 -17%
II
191
IFM Investors
Australia
$377K +$5.75K +166 +2%
DWP
192
Daymark Wealth Partners
Ohio
$376K -$11.2K -325 -3%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$375K -$175K -5,046 -32%
Creative Planning
194
Creative Planning
Kansas
$374K +$6.13K +177 +2%
VPIM
195
Vanguard Personalized Indexing Management
California
$354K -$21.1K -611 -6%
SIMG
196
Sonora Investment Management Group
Arizona
$350K – – –
CAP
197
Columbia Advisory Partners
Washington
$349K +$30.9K +892 +10%
MC
198
Moors & Cabot
Massachusetts
$347K +$13.5K +390 +4%
AI
199
Atria Investments
North Carolina
$319K +$319K +9,216 New
HEIP
200
Hudson Edge Investment Partners
New Jersey
$316K – – –
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