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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
BlackRock
1
BlackRock
New York
$585M +$9.16M +212,982 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$375M +$10.2M +237,786 +3%
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$153M -$12.8M -298,254 -8%
State Street
4
State Street
Massachusetts
$149M +$5.28M +122,699 +4%
Invesco
5
Invesco
Georgia
$77.9M -$7.11M -165,332 -8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$75.2M -$4.52M -105,067 -6%
First Trust Advisors
7
First Trust Advisors
Illinois
$70.4M +$4.6M +107,011 +7%
NI
8
Nuance Investments
Missouri
$69.6M -$63.3M -1,471,756 -48%
Mitsubishi UFJ Trust & Banking
9
Mitsubishi UFJ Trust & Banking
Japan
$65.5M +$8.54M +198,482 +15%
Ameriprise
10
Ameriprise
Minnesota
$61.3M +$2.46M +57,173 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$56.9M +$541K +12,581 +1%
WHG
12
Westwood Holdings Group
Texas
$54.8M -$6.37M -148,034 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$54.6M +$1.21M +28,218 +2%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$43M -$10.1M -234,240 -19%
Northern Trust
15
Northern Trust
Illinois
$38.7M +$12.6K +293 +0%
Charles Schwab
16
Charles Schwab
California
$37.5M +$1.8M +41,951 +5%
Millennium Management
17
Millennium Management
New York
$37.3M +$31.6M +735,361 +604%
Morgan Stanley
18
Morgan Stanley
New York
$30.2M +$11.4M +264,438 +62%
JP Morgan Chase
19
JP Morgan Chase
New York
$29.7M +$491K +11,410 +2%
Norges Bank
20
Norges Bank
Norway
$26.5M -$3M -69,752 -10%
ORIO
21
Old Republic International (ORI)
Illinois
$26M
Renaissance Technologies
22
Renaissance Technologies
New York
$25.3M +$1.17M +27,100 +5%
Legal & General Group
23
Legal & General Group
United Kingdom
$23.5M -$2.54M -59,113 -10%
Principal Financial Group
24
Principal Financial Group
Iowa
$22.6M -$181K -4,208 -0.8%
Goldman Sachs
25
Goldman Sachs
New York
$17.5M +$8.95M +208,099 +108%

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.