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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
BlackRock
1
BlackRock
New York
$437M -$7.01M -177,067 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$281M -$2.92M -73,796 -0.9%
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$95.6M +$22.7M +572,431 +28%
State Street
4
State Street
Massachusetts
$87.6M -$6.13M -154,801 -6%
Renaissance Technologies
5
Renaissance Technologies
New York
$86.7M -$15.1M -381,043 -14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$54.9M -$5.86M -147,994 -9%
Invesco
7
Invesco
Georgia
$52.5M +$13M +328,284 +29%
First Trust Advisors
8
First Trust Advisors
Illinois
$49.2M +$11M +278,015 +26%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$47.4M -$1.6M -40,378 -3%
Northern Trust
10
Northern Trust
Illinois
$42M +$9.76M +246,307 +27%
WHG
11
Westwood Holdings Group
Texas
$37.5M +$18.5M +466,325 +83%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$36.8M +$2.57M +64,882 +7%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$36M -$3.41M -86,105 -8%
Norges Bank
14
Norges Bank
Norway
$34.1M +$9.77M +246,587 +36%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$26.6M +$9.27M +234,126 +47%
Citigroup
16
Citigroup
New York
$26.5M +$298K +7,511 +1%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$26.1M -$11.8M -296,730 -29%
ORIO
18
Old Republic International (ORI)
Illinois
$26.1M
Charles Schwab
19
Charles Schwab
California
$24.4M -$920K -23,228 -3%
N
20
Nuveen
North Carolina
$24M +$2.87M +72,578 +12%
Legal & General Group
21
Legal & General Group
United Kingdom
$23.8M +$2.07M +52,240 +9%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$22.8M +$12.4M +313,011 +100%
Principal Financial Group
23
Principal Financial Group
Iowa
$18.6M -$140K -3,536 -0.7%
JP Morgan Chase
24
JP Morgan Chase
New York
$17.9M +$2.13M +53,741 +12%
Morgan Stanley
25
Morgan Stanley
New York
$16M +$6.85M +172,939 +65%

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.