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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
BlackRock
1
BlackRock
New York
$511M +$366K +10,231 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M +$5.42M +151,703 +2%
State Street
3
State Street
Massachusetts
$165M -$9.74M -272,583 -5%
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$123M +$480K +13,445 +0.4%
Ameriprise
5
Ameriprise
Minnesota
$95.8M +$4.1M +114,644 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$62.3M +$3.32M +92,877 +5%
WHG
7
Westwood Holdings Group
Texas
$59.6M -$6.52M -182,554 -10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$53.1M +$2.2M +61,466 +4%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$42.8M -$26.2M -732,230 -37%
Goldman Sachs
10
Goldman Sachs
New York
$41.7M +$11.2M +312,227 +35%
Charles Schwab
11
Charles Schwab
California
$41.6M +$3.03M +84,855 +8%
NI
12
Nuance Investments
Missouri
$40.6M -$4.2M -117,658 -9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$38.1M -$2.17M -60,601 -5%
Morgan Stanley
14
Morgan Stanley
New York
$35.3M -$13.9M -390,365 -28%
Invesco
15
Invesco
Georgia
$33.7M -$4.58M -128,272 -12%
Northern Trust
16
Northern Trust
Illinois
$27.7M -$980K -27,438 -3%
Prudential Financial
17
Prudential Financial
New Jersey
$26.7M +$795K +22,260 +3%
TCA
18
Tortoise Capital Advisors
Kansas
$24M +$2.97M +83,127 +14%
ORIO
19
Old Republic International (ORI)
Illinois
$20.7M
Norges Bank
20
Norges Bank
Norway
$18.9M -$2.95M -82,652 -13%
Legal & General Group
21
Legal & General Group
United Kingdom
$18.4M -$453K -12,668 -2%
KCM
22
Kennedy Capital Management
Missouri
$16.7M -$275K -7,687 -2%
GF
23
Gabelli Funds
New York
$14.4M -$304K -8,500 -2%
Victory Capital Management
24
Victory Capital Management
Texas
$14.2M -$1.66M -46,466 -10%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$13.9M +$3.89M +108,996 +37%

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.