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273 hedge funds and large institutions have $2.65B invested in Avista in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

8% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 88

1% less funds holding

Funds holding: 275273 (-2)

4% less capital invested

Capital invested by funds: $2.75B → $2.65B (-$100M)

1.06% less ownership

Funds ownership: 85.26%84.2% (-1.1%)

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
95
Reduced
88
Closed
31
Calls
$810K
Puts
Net Calls
+$810K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$219K -$83.7K -1,945 -28%
Two Sigma Investments
202
Two Sigma Investments
New York
$212K +$209K +4,863 New
BA
203
Bennicas & Associates
California
$204K
PHK
204
Point72 Hong Kong
Hong Kong
$190K +$188K +4,360 New
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$187K
SO
206
STRS Ohio
Ohio
$169K +$25.8K +600 +18%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$150K +$20K +466 +15%
IA
208
IFP Advisors
Florida
$143K
HFS
209
Heritage Financial Services
Massachusetts
$112K +$111K +2,584 New
C
210
Covestor
United Kingdom
$106K -$2.41K -56 -2%
MAM
211
Meeder Asset Management
Ohio
$99K +$17.9K +415 +22%
EWA
212
EverSource Wealth Advisors
Alabama
$98K +$87.6K +2,036 +913%
SWM
213
SeaCrest Wealth Management
New York
$83K +$81.7K +1,900 New
BWL
214
Bogart Wealth LLC
Virginia
$76K +$1.59K +37 +2%
BCWM
215
Bartlett & Co Wealth Management
Ohio
$65.3K
BC
216
Bartlett & Co
Ohio
$65K
VCM
217
Versant Capital Management
Arizona
$55K +$1.38K +32 +3%
BAM
218
Bellevue Asset Management
Washington
$54K
GWSG
219
GPS Wealth Strategies Group
Colorado
$53K +$1.38K +32 +3%
SWA
220
Sutton Wealth Advisors
Florida
$52.1K -$43 -1 -0.1%
CT
221
Cambridge Trust
Massachusetts
$47K
BWM
222
BerganKDV Wealth Management
Minnesota
$44K
EW
223
Evoke Wealth
California
$44K
WAM
224
Wolverine Asset Management
Illinois
$44K
Nomura Asset Management
225
Nomura Asset Management
Japan
$39.2K

AVA Hedge Fund Activity: Q2 2022 in Review

273 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2022, worth a combined $2.65B — down 3.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVA positions and 31 closed out — a net gain of 4 holders — while 95 added to existing stakes and 88 trimmed.

The largest buyer was Millennium Management, adding an estimated $31.6M. The largest seller was Nuance Investments, cutting an estimated $63.3M.

  • 273 institutional investors held Avista (AVA) as of Q2 2022, down from 275 in Q1 2022.
  • Funds reported $2.65B of Avista stock for Q2 2022, down 3.6% quarter-over-quarter.
  • 35 funds opened new Avista positions in Q2 2022 and 31 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q2 2022 was Millennium Management, an estimated $31.6M added.
  • The largest Avista seller in Q2 2022 was Nuance Investments, an estimated $63.3M sold.

Based on aggregated 13F filings for Q2 2022.