AVA Institutional Ownership
Avista Corporation
1W: +1.6%
1M: +7.6%
3M: -9.7%
YTD: -2.2%
1Y: -3.3%
3Y: +33.3%
5Y: +17.0%
$37.43
+0.20 (+0.54%)
Weekly Expected Move ±2.1%
$36
$37
$38
$38
$39
Credit Risk of going bust: lower than 75% of companies Debt: 51.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.49 (down 96%), Avista Corporation would be worth roughly what it owes.
Total debt $3.29B against a stock market value of $3.13B.
Distance to default 8.57 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.74B (short-term plus half of long-term), stock volatility 18.8%; Altman Z'' 1.23. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.49 (down 96%), Avista Corporation would be worth roughly what it owes.
Total debt $3.29B against a stock market value of $3.13B.
Distance to default 8.57 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.74B (short-term plus half of long-term), stock volatility 18.8%; Altman Z'' 1.23. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — AVA
452
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
54
New Positions
172
Increased
151
Reduced
36
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (486 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14,799,513 | $554M | +556,328 | +3.9% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,205,516 | $270M | +224,849 | +3.2% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 5,389,253 | $202M | +246,276 | +4.8% | 46Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3,762,419 | $141M | +70,700 | +1.9% | 2Q | SEC ↗ |
| 5 | ATLAS Infrastructure Partners (UK) Ltd NEW | 2,291,179 | $86M | — | +0.0% | 1Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2,221,813 | $83M | +160,130 | +7.8% | 92Q | SEC ↗ |
| 7 | WESTWOOD HOLDINGS GROUP INC | 1,981,325 | $74M | -556,740 | -21.9% | 29Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1,533,324 | $57M | +17,161 | +1.1% | 102Q | SEC ↗ |
| 9 | MORGAN STANLEY | 1,499,695 | $56M | -198,584 | -11.7% | 60Q | SEC ↗ |
| 10 | Invesco Ltd. | 1,417,093 | $53M | +111,445 | +8.5% | 87Q | SEC ↗ |
| 11 | TWO SIGMA INVESTMENTS, LP | 1,242,432 | $47M | +226,751 | +22.3% | 14Q | SEC ↗ |
| 12 | Sixth Street Partners Management Compa NEW | 1,163,537 | $44M | — | +0.0% | 1Q | SEC ↗ |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,163,537 | $44M | -27,172 | -2.3% | 15Q | SEC ↗ |
| 14 | FIRST TRUST ADVISORS LP | 951,702 | $36M | -79,102 | -7.7% | 64Q | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 926,876 | $35M | +16,992 | +1.9% | 76Q | SEC ↗ |
| 16 | UBS Group AG | 900,743 | $34M | +447,626 | +98.8% | 47Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 885,239 | $33M | +78,126 | +9.7% | 110Q | SEC ↗ |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 875,799 | $33M | +36,970 | +4.4% | 35Q | SEC ↗ |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 852,868 | $32M | +114,512 | +15.5% | 28Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 777,799 | $29M | -222,823 | -22.3% | 15Q | SEC ↗ |
| 21 | ALGERT GLOBAL LLC | 739,725 | $28M | +100,918 | +15.8% | 12Q | SEC ↗ |
| 22 | AQR CAPITAL MANAGEMENT LLC | 702,491 | $26M | +351,524 | +100.2% | 12Q | SEC ↗ |
| 23 | GAMCO INVESTORS, INC. ET AL | 636,317 | $24M | +86,585 | +15.8% | 16Q | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 612,191 | $23M | -113,743 | -15.7% | 9Q | SEC ↗ |
| 25 | OLD REPUBLIC INTERNATIONAL CORP | 597,500 | $22M | — | +0.0% | 51Q | SEC ↗ |
| 26 | Nuveen, LLC | 591,581 | $22M | +117,533 | +24.8% | 6Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 547,460 | $20M | +22,631 | +4.3% | 2Q | SEC ↗ |
| 28 | FMR LLC | 537,811 | $20M | +7,138 | +1.3% | 36Q | SEC ↗ |
| 29 | D. E. Shaw & Co., Inc. | 516,882 | $19M | -87,902 | -14.5% | 10Q | SEC ↗ |
| 30 | LSV ASSET MANAGEMENT | 514,811 | $19M | -1,297 | -0.3% | 6Q | SEC ↗ |
| 31 | PRINCIPAL FINANCIAL GROUP INC | 503,979 | $19M | +12,310 | +2.5% | 83Q | SEC ↗ |
| 32 | SEI INVESTMENTS CO | 498,596 | $19M | -33,915 | -6.4% | 15Q | SEC ↗ |
| 33 | GABELLI FUNDS LLC | 492,242 | $18M | +19,920 | +4.2% | 66Q | SEC ↗ |
| 34 | Legal & General Group Plc | 475,814 | $18M | +4,417 | +0.9% | 27Q | SEC ↗ |
| 35 | Bridgewater Associates, LP | 471,986 | $18M | +453,895 | +2509.0% | 2Q | SEC ↗ |
| 36 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 449,741 | $17M | +21,167 | +4.9% | 9Q | SEC ↗ |
| 37 | FRANKLIN RESOURCES INC | 402,468 | $15M | +35,510 | +9.7% | 20Q | SEC ↗ |
| 38 | DZ BANK AG Deutsche Zentral Genossensc | 315,793 | $12M | +283,848 | +888.6% | 2Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 315,532 | $12M | +49,993 | +18.8% | 16Q | SEC ↗ |
| 40 | BANK OF AMERICA CORP /DE | 306,408 | $11M | -106,458 | -25.8% | 15Q | SEC ↗ |
| 41 | Sound Income Strategies, LLC | 301,293 | $11M | +7,151 | +2.4% | 3Q | SEC ↗ |
| 42 | KENNEDY CAPITAL MANAGEMENT LLC | 292,804 | $11M | -8,559 | -2.8% | 20Q | SEC ↗ |
| 43 | NUANCE INVESTMENTS, LLC | 289,030 | $11M | -74,187 | -20.4% | 5Q | SEC ↗ |
| 44 | LOOMIS SAYLES & CO L P | 285,996 | $11M | -1,589 | -0.6% | 4Q | SEC ↗ |
| 45 | Public Sector Pension Investment Board | 283,860 | $11M | -7,239 | -2.5% | 68Q | SEC ↗ |
| 46 | ENVESTNET ASSET MANAGEMENT INC | 278,016 | $10M | -64,750 | -18.9% | 31Q | SEC ↗ |
| 47 | CONGRESS ASSET MANAGEMENT CO | 273,449 | $10M | +181,272 | +196.7% | 16Q | SEC ↗ |
| 48 | Advisors Asset Management, Inc. | 272,544 | $10M | -4,157 | -1.5% | 16Q | SEC ↗ |
| 49 | RENAISSANCE TECHNOLOGIES LLC | 266,700 | $10M | +118,885 | +80.4% | 7Q | SEC ↗ |
| 50 | JACOBS LEVY EQUITY MANAGEMENT, INC | 264,691 | $10M | -3,960 | -1.5% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ATLAS Infrastructure Partners (UK) | 2,291,179 | $86M |
| Sixth Street Partners Management Co | 1,163,537 | $44M |
| NORGES BANK | 218,650 | $8M |
| Allianz Asset Management GmbH | 44,339 | $2M |
| Assenagon Asset Management S.A. | 39,860 | $1M |
| Jupiter Topco LLC | 35,430 | $1M |
| Dynamic Technology Lab Private Ltd | 22,526 | $843K |
| Treasurer of the State of North Car | 16,986 | $636K |
| Jain Global LLC | 16,792 | $629K |
| MILLINGTON SECURITIES, LLC | 12,666 | $474K |
| Brooklyn Investment Group | 12,412 | $465K |
| Inspire Advisors, LLC | 12,257 | $459K |
| MEEDER ASSET MANAGEMENT INC | 10,613 | $397K |
| MIRABELLA FINANCIAL SERVICES LLP | 10,439 | $391K |
| Swiss Life Asset Management Ltd | 9,485 | $355K |
| Holocene Advisors, LP | 8,521 | $319K |
| HB Wealth Management, LLC | 8,311 | $311K |
| Counterpoint Mutual Funds LLC | 7,780 | $291K |
| MQS Management LLC | 7,664 | $287K |
| Verity Asset Management, Inc. | 7,653 | $286K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Invenomic Capital Management LP | 235,920 | $9M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 166,047 | $6M |
| NORDEA INVESTMENT MANAGEMENT AB | 165,934 | $6M |
| TUDOR INVESTMENT CORP ET AL | 139,677 | $5M |
| Balyasny Asset Management L.P. | 87,542 | $3M |
| Verition Fund Management LLC | 81,880 | $3M |
| Squarepoint Ops LLC | 78,200 | $3M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 77,346 | $3M |
| Magnetar Financial LLC | 77,221 | $3M |
| XTX Topco Ltd | 62,287 | $2M |
| JUPITER ASSET MANAGEMENT LTD | 58,057 | $2M |
| PICTON MAHONEY ASSET MANAGEMENT | 45,344 | $2M |
| A. D. Beadell Investment Counsel, I | 44,390 | $2M |
| IMC-Chicago, LLC | 42,115 | $2M |
| HSBC HOLDINGS PLC | 40,686 | $2M |
| Jump Financial, LLC | 40,492 | $2M |
| Campbell & CO Investment Adviser LL | 34,193 | $1M |
| NFJ INVESTMENT GROUP, LLC | 31,997 | $1M |
| Versor Investments LP | 29,747 | $1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 28,950 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +556,328 | +3.9% | 14,799,513 |
| Bridgewater Associates, LP | +453,895 | +2509.0% | 471,986 |
| UBS Group AG | +447,626 | +98.8% | 900,743 |
| AQR CAPITAL MANAGEMENT LLC | +351,524 | +100.2% | 702,491 |
| DZ BANK AG Deutsche Zentral Genosse | +283,848 | +888.6% | 315,793 |
| STATE STREET CORP | +246,276 | +4.8% | 5,389,253 |
| TWO SIGMA INVESTMENTS, LP | +226,751 | +22.3% | 1,242,432 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +224,849 | +3.2% | 7,205,516 |
| CONGRESS ASSET MANAGEMENT CO | +181,272 | +196.7% | 273,449 |
| GEODE CAPITAL MANAGEMENT, LLC | +160,130 | +7.8% | 2,221,813 |
| RENAISSANCE TECHNOLOGIES LLC | +118,885 | +80.4% | 266,700 |
| Nuveen, LLC | +117,533 | +24.8% | 591,581 |
| VICTORY CAPITAL MANAGEMENT INC | +114,512 | +15.5% | 852,868 |
| Invesco Ltd. | +111,445 | +8.5% | 1,417,093 |
| ALGERT GLOBAL LLC | +100,918 | +15.8% | 739,725 |
| HRT FINANCIAL LP | +94,227 | +66.7% | 235,565 |
| GAMCO INVESTORS, INC. ET AL | +86,585 | +15.8% | 636,317 |
| NORTHERN TRUST CORP | +78,126 | +9.7% | 885,239 |
| CITIGROUP INC | +77,507 | +176.6% | 121,399 |
| VANGUARD CAPITAL MANAGEMENT LLC | +70,700 | +1.9% | 3,762,419 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | -556,740 | -21.9% | 1,981,325 |
| GOLDMAN SACHS GROUP INC | -222,823 | -22.3% | 777,799 |
| Man Group plc | -222,360 | -51.2% | 212,181 |
| MORGAN STANLEY | -198,584 | -11.7% | 1,499,695 |
| CITADEL ADVISORS LLC | -149,700 | -90.9% | 15,057 |
| AMERICAN CENTURY COMPANIES INC | -129,343 | -40.0% | 194,163 |
| Point72 Asset Management, L.P. | -127,749 | -60.8% | 82,508 |
| Qube Research & Technologies Ltd | -113,743 | -15.7% | 612,191 |
| BANK OF AMERICA CORP /DE | -106,458 | -25.8% | 306,408 |
| Engineers Gate Manager LP | -88,280 | -48.2% | 94,763 |
| D. E. Shaw & Co., Inc. | -87,902 | -14.5% | 516,882 |
| Edgestream Partners, L.P. | -83,419 | -35.1% | 154,222 |
| FIRST TRUST ADVISORS LP | -79,102 | -7.7% | 951,702 |
| Trexquant Investment LP | -78,609 | -29.1% | 191,125 |
| NUANCE INVESTMENTS, LLC | -74,187 | -20.4% | 289,030 |
| ENVESTNET ASSET MANAGEMENT INC | -64,750 | -18.9% | 278,016 |
| SEGALL BRYANT & HAMILL, LLC | -42,096 | -30.7% | 95,120 |
| CAPITAL FUND MANAGEMENT S.A. | -40,637 | -38.0% | 66,266 |
| RWC Asset Management LLP | -38,883 | -15.2% | 216,488 |
| Northwest & Ethical Investments L.P | -38,407 | -35.6% | 69,517 |