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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
VCM
201
Versant Capital Management
Arizona
$54K -$8.32K -210 -12%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$53K -$82.1K -2,073 -59%
APWA
203
Atlas Private Wealth Advisors
New Jersey
$49K +$53.3K +1,346 New
PCG
204
Private Capital Group
Connecticut
$48K +$2.69K +68 +5%
SAM
205
Shell Asset Management
Netherlands
$46K +$50.3K +1,269 New
BAM
206
Bellevue Asset Management
Washington
$45K
MIFH
207
Migdal Insurance & Financial Holdings
Israel
$40K +$33.5K +846 +334%
BWM
208
BerganKDV Wealth Management
Minnesota
$36K
CFA
209
Carroll Financial Associates
North Carolina
$36K
SFS
210
Sowell Financial Services
Arkansas
$34K -$40 -1 -0.1%
SWA
211
Sutton Wealth Advisors
Florida
$31.1K -$8.28K -209 -20%
GT
212
Glenmede Trust
Pennsylvania
$30K +$7.09K +179 +27%
CMA
213
Cedar Mountain Advisors
Oregon
$28K
FP
214
Financial Perspectives
Minnesota
$27.9K
WT
215
Whittier Trust
California
$24K
DAM
216
Delta Asset Management
Tennessee
$22K
GWM
217
Geneos Wealth Management
Colorado
$20K
NICM
218
Neo Ivy Capital Management
New York
$20K +$22.2K +560 New
Federated Hermes
219
Federated Hermes
Pennsylvania
$18K -$367K -9,253 -95%
TSW
220
Thompson Siegel & Walmsley
Virginia
$16K +$9.9K +250 +125%
S
221
SignatureFD
Georgia
$16K +$13.8K +348 +441%
PCM
222
Prelude Capital Management
New York
$16K +$17.1K +432 New
CTC
223
Central Trust Company
Missouri
$15K
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$15K +$713 +18 +4%
FANJ
225
Financial Architects (New Jersey)
New Jersey
$10K

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.