Avista Corp: which funds bought and sold

Institutions that bought and sold Avista shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 215 institutions that filed 13F reports for both quarters added to or opened positions in Avista, and 149 cut or closed them. Together they added a net 3.8M shares, +5.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 340K shares (−2.4%); index fund managers were net buyers of 1.3M shares (+3.8%). 43 opened a new position and 35 sold out entirely.

Bought, Q2 2026 215 institutions, 43 of them new holders Sold, Q2 2026 149 institutions, 35 of them sold out

Net change, all compared +3.8M shares (+5.3%)

Net change, active managers −340K shares (−2.4%), 26 bought, 32 sold

Buyers versus sellers

institutions compared, 438

215 bought 74 149 sold

Active managers and hedge funds 26 bought · 32 sold · −340K

Index fund managers 9 bought · 2 sold · +1.3M

Other institutions 180 bought · 115 sold · +2.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Atlas Infrastructure Partners (UK) Ltd.	+2.3M New position	2.3M	$93.7M
Blackrock, Inc. Index funds	+556K +3.9%	14.8M	$605M
Bridgewater Associates, LP Hedge fund	+454K +2509.0%	472K	$19.3M
UBS Group AG	+448K +98.8%	901K	$36.8M
AQR Capital Management LLC Hedge fund	+352K +100.2%	702K	$28.7M
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main	+284K +888.6%	316K	$12.9M
State Street Corp Index funds	+246K +4.8%	5.4M	$220M
Two Sigma Investments, LP Hedge fund	+227K +22.3%	1.2M	$50.8M
Vanguard Portfolio Management LLC Index funds	+225K +3.2%	7.2M	$295M
Congress Asset Management Co Active manager	+181K +196.7%	273K	$11.2M
Geode Capital Management, LLC Index funds	+160K +7.8%	2.2M	$90.9M
Renaissance Technologies LLC Hedge fund	+119K +80.4%	267K	$10.9M
Nuveen, LLC	+118K +24.8%	592K	$24.2M
Victory Capital Management Inc Active manager	+115K +15.5%	853K	$34.9M
Invesco Ltd.	+111K +8.5%	1.4M	$58M
Algert Global LLC Hedge fund	+101K +15.8%	740K	$30.3M
HRT Financial LP	+94K +66.7%	236K	$9.6M
GAMCO Investors, Inc. Et Al Active manager	+87K +15.8%	636K	$26M
Assenagon Asset Management S.A.	+80K New position	80K	$3.3M
Northern Trust Corp Index funds	+78K +9.7%	885K	$36.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Bridgewater Associates, LP Hedge fund	+454K +2509.0%	472K	$19.3M
AQR Capital Management LLC Hedge fund	+352K +100.2%	702K	$28.7M
Two Sigma Investments, LP Hedge fund	+227K +22.3%	1.2M	$50.8M
Congress Asset Management Co Active manager	+181K +196.7%	273K	$11.2M
Renaissance Technologies LLC Hedge fund	+119K +80.4%	267K	$10.9M
Victory Capital Management Inc Active manager	+115K +15.5%	853K	$34.9M
Algert Global LLC Hedge fund	+101K +15.8%	740K	$30.3M
GAMCO Investors, Inc. Et Al Active manager	+87K +15.8%	636K	$26M
Millennium Management LLC Hedge fund	+52K +46.2%	166K	$6.8M
Brevan Howard Capital Management LP Hedge fund	+40K +411.6%	49K	$2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Westwood Holdings Group Inc Active manager	−557K −21.9%	2.0M	$81.1M
Goldman Sachs Group Inc	−223K −22.3%	778K	$31.8M
Man Group PLC Hedge fund	−222K −51.2%	212K	$8.7M
Morgan Stanley	−199K −11.7%	1.5M	$61.4M
Voloridge Investment Management, LLC Hedge fund	−166K Sold out	0	—
Nordea Investment Management AB	−166K Sold out	0	—
Citadel Advisors LLC Hedge fund	−150K −90.9%	15K	$615,982
Tudor Investment Corp Et Al Hedge fund	−140K Sold out	0	—
American Century Companies Inc Active manager	−129K −40.0%	194K	$7.9M
Point72 Asset Management, L.P. Hedge fund	−128K −60.8%	83K	$3.4M
Qube Research & Technologies Ltd Hedge fund	−114K −15.7%	612K	$25M
Bank Of America Corp	−106K −25.8%	306K	$12.5M
Engineers Gate Manager LP Hedge fund	−88K −48.2%	95K	$3.9M
D. E. Shaw & Co., Inc. Hedge fund	−88K −14.5%	517K	$21.1M
Edgestream Partners, L.P. Hedge fund	−83K −35.1%	154K	$6.3M
First Trust Advisors LP	−79K −7.7%	952K	$38.9M
Trexquant Investment LP Hedge fund	−79K −29.1%	191K	$7.8M
Squarepoint Ops LLC Hedge fund	−78K Sold out	0	—
Nuance Investments, LLC	−74K −20.4%	289K	$11.8M
Envestnet Asset Management Inc	−65K −18.9%	278K	$11.4M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Westwood Holdings Group Inc Active manager	−557K −21.9%	2.0M	$81.1M
Man Group PLC Hedge fund	−222K −51.2%	212K	$8.7M
Voloridge Investment Management, LLC Hedge fund	−166K Sold out	0	—
Citadel Advisors LLC Hedge fund	−150K −90.9%	15K	$615,982
Tudor Investment Corp Et Al Hedge fund	−140K Sold out	0	—
American Century Companies Inc Active manager	−129K −40.0%	194K	$7.9M
Point72 Asset Management, L.P. Hedge fund	−128K −60.8%	83K	$3.4M
Qube Research & Technologies Ltd Hedge fund	−114K −15.7%	612K	$25M
Engineers Gate Manager LP Hedge fund	−88K −48.2%	95K	$3.9M
D. E. Shaw & Co., Inc. Hedge fund	−88K −14.5%	517K	$21.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Atlas Infrastructure Partners (UK) Ltd.	2.3M	$93.7M
Assenagon Asset Management S.A.	80K	$3.3M
Dynamic Technology Lab Private Ltd	23K	$922,000
Treasurer Of The State Of North Carolina	17K	$695,000
Jain Global LLCHedge fund	17K	$686,961
Inspire Advisors, LLC	12K	$501,431
Meeder Asset Management Inc	11K	$434,178
Mirabella Financial Services LLP	10K	$427,059
Swiss Life Asset Management Ltd	9,485	$388,031
Holocene Advisors, LPHedge fund	8,521	$348,594

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Voloridge Investment Management, LLCHedge fund	166K	$6.7M
Nordea Investment Management AB	166K	$6.6M
Tudor Investment Corp Et AlHedge fund	140K	$5.6M
Squarepoint Ops LLCHedge fund	78K	$3.1M
Xtx Topco Ltd	62K	$2.5M
Jupiter Asset Management LtdActive manager	58K	$2.3M
Picton Mahoney Asset Management	45K	$1.8M
Imc-Chicago, LLC	42K	$1.7M
HSBC Holdings PLC	41K	$1.6M
Campbell & Co Investment Adviser LLC	34K	$1.4M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 411
Ten largest holders: 56.4%
Index fund managers: 48.7%
Active managers and hedge funds: 18.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	26	32	4	10	−340K	−2.4%
Index fund managers	9	2	0	0	+1.3M	+3.8%
Other institutions	180	115	39	25	+2.8M	+13.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Avista.

Only managers that filed a holdings report for both quarters are compared (438 here). 16 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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