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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
FMTC
201
Farmers & Merchants Trust Company
California
$307K
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$296K -$52.5K -1,470 -15%
DADC
203
D.A. Davidson & Co
Montana
$295K +$1.61K +45 +0.5%
US Bancorp
204
US Bancorp
Minnesota
$292K
GAM
205
Gotham Asset Management
New York
$280K +$289K +8,095 New
XT
206
XTX Topco
Cayman Islands
$276K +$285K +7,978 New
AIP
207
Ameritas Investment Partners
Nebraska
$275K
VA
208
Vident Advisory
Georgia
$270K +$279K +7,798 New
WIA
209
World Investment Advisors
California
$263K +$271K +7,588 New
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$258K -$18.4K -516 -6%
FFA
211
Farther Finance Advisors
California
$256K +$264K +7,399 +8,313%
PPW
212
Parcion Private Wealth
Washington
$254K
TC
213
TownSquare Capital
Utah
$251K -$393 -11 -0.2%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$246K +$61.8K +1,730 +32%
CC
215
Corton Capital
Ontario, Canada
$243K -$189K -5,278 -43%
AWAU
216
Alliance Wealth Advisors (Utah)
Utah
$237K
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$237K +$15.8K +442 +7%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$232K +$15.2K +424 +7%
ET
219
Entropy Technologies
New York
$230K +$238K +6,655 New
AAS
220
Avantax Advisory Services
Texas
$229K +$237K +6,621 New
SC
221
Savant Capital
Illinois
$223K +$230K +6,448 New
SW
222
SteelPeak Wealth
California
$222K +$229K +6,406 New
CGH
223
Crossmark Global Holdings
Texas
$216K -$1.29K -36 -0.6%
PS
224
Principal Securities
Iowa
$215K +$23.8K +665 +12%
Corient Private Wealth
225
Corient Private Wealth
Florida
$212K -$72.2K -2,021 -25%

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.