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Avista
AVA

Overview Fund Activity

316 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, 136 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+11
Holders Change %
+3.61%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
48
Increased
136
Reduced
73
Closed
31
Calls
$1.43M
Puts
$35.8M
Net Calls
-$34.3M
Net Calls Change
-$17.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$10.8M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$9.78M
3
JAM
Jupiter Asset Management
United Kingdom
+$7.13M
4
PCM
Peregrine Capital Management
Minnesota
+$6.51M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$5.64M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$25.3M
2
Morgan Stanley
Morgan Stanley
New York
-$13.5M
3
SBH
Segall Bryant & Hamill
Illinois
-$12.1M
4
State Street
State Street
Massachusetts
-$9.43M
5
APG Asset Management
APG Asset Management
Netherlands
-$7.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$314K – – –
FMTC
202
Farmers & Merchants Trust Company
California
$307K – – –
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$296K -$50.9K -1,470 -15%
DADC
204
D.A. Davidson & Co
Montana
$295K +$1.56K +45 +0.5%
US Bancorp
205
US Bancorp
Minnesota
$292K – – –
GAM
206
Gotham Asset Management
New York
$280K +$280K +8,095 New
XT
207
XTX Topco
Cayman Islands
$276K +$276K +7,978 New
AIP
208
Ameritas Investment Partners
Nebraska
$275K – – –
VA
209
Vident Advisory
Georgia
$270K +$270K +7,798 New
WIA
210
World Investment Advisors
California
$263K +$263K +7,588 New
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$258K -$17.9K -516 -6%
FFA
212
Farther Finance Advisors
California
$256K +$253K +7,399 +8,313%
PPW
213
Parcion Private Wealth
Washington
$254K – – –
TC
214
TownSquare Capital
Utah
$251K -$381 -11 -0.2%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$246K +$59.8K +1,730 +32%
CC
216
Corton Capital
Ontario, Canada
$243K -$183K -5,278 -43%
AWAU
217
Alliance Wealth Advisors (Utah)
Utah
$237K – – –
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$237K +$15.3K +442 +7%
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$232K +$14.7K +424 +7%
ET
220
Entropy Technologies
New York
$230K +$230K +6,655 New
AAS
221
Avantax Advisory Services
Texas
$229K +$229K +6,621 New
SC
222
Savant Capital
Illinois
$223K +$223K +6,448 New
SW
223
SteelPeak Wealth
California
$222K +$222K +6,406 New
CGH
224
Crossmark Global Holdings
Texas
$216K -$1.25K -36 -0.6%
PS
225
Principal Securities
Iowa
$215K +$23K +665 +12%
7 8
9
10 11