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Avalon Holdings
AWX

15 hedge funds and large institutions have $803K invested in Avalon Holdings in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

15% more funds holding

Funds holding: 13 → 15 (+2)

0.74% more ownership

Funds ownership: 12.09% → 12.83% (+0.74%)

8% less capital invested

Capital invested by funds: $869K → $803K (-$66K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
–
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$50.4K
2
WIM
Wittenberg Investment Management
Massachusetts
+$50.3K
3
UBS Group
UBS Group
Switzerland
+$7.37K
4
Deutsche Bank
Deutsche Bank
Germany
+$1.25K
5
Wells Fargo
Wells Fargo
California
+$2

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$49K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$11.6K
3
Victory Capital Management
Victory Capital Management
Texas
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$263K -$11.6K -5,571 -4%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$262K – – –
BCM
3
Bridgeway Capital Management
Texas
$53K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$49K – – –
WIM
5
Wittenberg Investment Management
Massachusetts
$46K +$50.3K +24,147 New
Renaissance Technologies
6
Renaissance Technologies
New York
$46K +$50.4K +24,200 New
JIR
7
James Investment Research
Ohio
$28K – – –
NA
8
NewEdge Advisors
Louisiana
$27K – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$19K – – –
UBS Group
10
UBS Group
Switzerland
$7K +$7.37K +3,540 New
WEC
11
Winslow Evans & Crocker
Massachusetts
$2K – – –
Deutsche Bank
12
Deutsche Bank
Germany
$1K +$1.25K +600 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
– -$49K -22,247 Closed
Victory Capital Management
14
Victory Capital Management
Texas
– -$1K -339 Closed
Wells Fargo
15
Wells Fargo
California
– +$2 +1 New

AWX Hedge Fund Activity: Q4 2019 in Review

15 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avalon Holdings (AWX) for Q4 2019, worth a combined $803K — down 7.6% from $869K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AWX positions and 3 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $50.4K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $49K sold.

  • 15 institutional investors held Avalon Holdings (AWX) as of Q4 2019, up from 13 in Q3 2019.
  • Funds reported $803K of Avalon Holdings stock for Q4 2019, down 7.6% quarter-over-quarter.
  • 5 funds opened new Avalon Holdings positions in Q4 2019 and 3 closed out, a net change of +2 holders.
  • The largest Avalon Holdings buyer in Q4 2019 was Renaissance Technologies, an estimated $50.4K added.
  • The largest Avalon Holdings seller in Q4 2019 was Susquehanna International Group, an estimated $49K sold.

Based on aggregated 13F filings for Q4 2019.