We are live on ! Find out more

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
IIM
176
INTECH Investment Management
Florida
$462K +$477K +13,342 New
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$462K
GLA
178
Great Lakes Advisors
Illinois
$436K +$451K +12,608 New
CC
179
Centiva Capital
New York
$434K +$179K +5,009 +67%
BRWA
180
B. Riley Wealth Advisors
Florida
$427K +$441K +12,334 New
Allianz Asset Management
181
Allianz Asset Management
Germany
$426K +$2.64K +74 +0.6%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$421K +$165K +4,613 +61%
KeyBank National Association
183
KeyBank National Association
Ohio
$405K +$500 +14 +0.1%
PAS
184
Park Avenue Securities
New York
$399K -$11.3K -315 -3%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$392K -$237K -6,637 -37%
BHCM
186
Brevan Howard Capital Management
Jersey
$391K +$111K +3,100 +38%
ICM
187
IMS Capital Management
Oregon
$383K +$3.82K +107 +1%
SFI
188
SPC Financial Inc
Maryland
$381K +$64.3K +1,800 +20%
Capital Fund Management (CFM)
189
Capital Fund Management (CFM)
France
$379K -$80.3K -2,248 -17%
II
190
IFM Investors
Australia
$377K +$5.93K +166 +2%
DWP
191
Daymark Wealth Partners
Ohio
$376K -$11.6K -325 -3%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$375K -$180K -5,046 -32%
Creative Planning
193
Creative Planning
Kansas
$374K +$6.33K +177 +2%
VPIM
194
Vanguard Personalized Indexing Management
California
$354K -$21.8K -611 -6%
SIMG
195
Sonora Investment Management Group
Arizona
$350K
CAP
196
Columbia Advisory Partners
Washington
$349K +$31.9K +892 +10%
MC
197
Moors & Cabot
Massachusetts
$347K +$13.9K +390 +4%
AI
198
Atria Investments
North Carolina
$319K +$329K +9,216 New
HEIP
199
Hudson Edge Investment Partners
New Jersey
$316K
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$314K

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.