Avalon Holdings
10 hedge funds and large institutions have $1.16M invested in Avalon Holdings in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
45% more capital invested
Capital invested by funds: $796K → $1.16M (+$359K)
25% more funds holding
Funds holding: 8 → 10 (+2)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.01% less ownership
Funds ownership: 12.49% → 12.48% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.25K |
| 2 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$2.54K |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$512 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Raffles Associates
New York
|
-$8.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $405K | – | – | – |
|
|
RA
2
Raffles Associates
New York
| $349K | -$8.78K | -4,100 | -3% |
|
|
IUHSA
3
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $280K | +$2.54K | +1,187 | New |
|
|
ISL
4
Ingalls & Snyder LLC
New York
| $52K | – | – | – |
|
|
SKK
5
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $32K | – | – | – |
|
|
RHAM
6
Round Hill Asset Management
Pasadena,
California
| $29K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $7K | +$5.25K | +2,452 | +374% |
|
|
JWA
8
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1K | +$512 | +239 | New |
|
|
WEC
9
Winslow Evans & Crocker
Boston,
Massachusetts
| $140 | – | – | – |
|
AWX Hedge Fund Activity: Q1 2018 in Review
10 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Avalon Holdings (AWX) for Q1 2018, worth a combined $1.16M — up 45% from $796K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AWX positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $5.25K. The largest seller was Raffles Associates, cutting an estimated $8.78K.
- 10 institutional investors held Avalon Holdings (AWX) as of Q1 2018, up from 8 in Q4 2017.
- Funds reported $1.16M of Avalon Holdings stock for Q1 2018, up 45% quarter-over-quarter.
- 2 funds opened new Avalon Holdings positions in Q1 2018 and 0 closed out, a net change of +2 holders.
- The largest Avalon Holdings buyer in Q1 2018 was UBS Group, an estimated $5.25K added.
- The largest Avalon Holdings seller in Q1 2018 was Raffles Associates, an estimated $8.78K sold.
Based on aggregated 13F filings for Q1 2018.