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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
WAM
201
Wolverine Asset Management
Illinois
$43K
CFA
202
Carroll Financial Associates
North Carolina
$42K
PCG
203
Private Capital Group
Connecticut
$40K +$1.65K +36 +4%
CMA
204
Cedar Mountain Advisors
Oregon
$33K
FP
205
Financial Perspectives
Minnesota
$32.8K -$1.65M -35,904 -98%
FPS
206
Fieldpoint Private Securities
Connecticut
$27K
DAM
207
Delta Asset Management
Tennessee
$26K
GWM
208
Geneos Wealth Management
Colorado
$25K
AWA
209
Arkadios Wealth Advisors
Georgia
$25K +$27.5K +600 New
FHA
210
First Horizon Advisors
Tennessee
$22K -$1.15K -25 -5%
MAM
211
Meeder Asset Management
Ohio
$21K +$458 +10 +2%
PGAM
212
Princeton Global Asset Management
New Jersey
$21K +$22.9K +500 New
TSW
213
Thompson Siegel & Walmsley
Virginia
$19K
CTC
214
Central Trust Company
Missouri
$17K
Simplex Trading
215
Simplex Trading
Illinois
$17K +$13.8K +300 +300%
CG
216
Cutler Group
California
$17K +$18.3K +400 New
TWA
217
TCI Wealth Advisors
Arizona
$15K
Bessemer Group
218
Bessemer Group
New Jersey
$13K
SIM
219
Sonora Investment Management
Arizona
$13K +$4.58K +100 +47%
ASN
220
Advisory Services Network
Georgia
$13K +$13.4K +293 New
BU
221
BBVA USA
Alabama
$13K +$13.6K +296 New
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$12K -$4.54K -99 -25%
PO
223
Private Ocean
California
$11K
GWMIA
224
Global Wealth Management Investment Advisory
Florida
$10K
PP
225
PrairieView Partners
Minnesota
$9K

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.