Avalon Holdings
12 hedge funds and large institutions have $815K invested in Avalon Holdings in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 1 closing their positions.
50% more capital invested
Capital invested by funds: $544K → $815K (+$271K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.19% less ownership
Funds ownership: 9.54% → 9.35% (-0.19%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
+$349 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.98K |
| 2 |
Renaissance Technologies
New York
|
-$3.63K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.88K |
| 4 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
|
-$644 |
| 5 |
Two Sigma Advisers
New York
|
-$558 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $308K | – | – | – |
|
|
2
Renaissance Technologies
New York
| $231K | -$3.63K | -1,300 | -1% |
|
|
BCM
3
Bridgeway Capital Management
Houston,
Texas
| $94.1K | – | – | – |
|
|
RA
4
Raffles Associates
New York
| $60.8K | – | – | – |
|
|
WIM
5
Wittenberg Investment Management
Carlisle,
Massachusetts
| $59K | -$644 | -231 | -1% |
|
|
6
Two Sigma Advisers
New York
| $30.5K | -$558 | -200 | -2% |
|
7
Geode Capital Management
Boston,
Massachusetts
| $27K | -$377 | -135 | -1% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $2K | -$2.88K | -1,032 | -57% |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $1.85K | – | – | – |
|
|
JWA
10
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $634 | – | – | – |
|
|
OLVIG
11
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $331 | +$349 | +125 | New |
|
12
Wells Fargo
San Francisco,
California
| $139 | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$9.98K | -3,630 | Closed |
|
AWX Hedge Fund Activity: Q1 2023 in Review
12 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avalon Holdings (AWX) for Q1 2023, worth a combined $815K — up 50% from $544K a quarter earlier.
Fund positioning in AWX was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 5 trimmed.
The largest buyer was Oliver Lagore Vanvalin Investment Group, opening a new position worth an estimated $349. The largest seller was UBS Group, exiting entirely with an estimated $9.98K sold.
- 12 institutional investors held Avalon Holdings (AWX) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $815K of Avalon Holdings stock for Q1 2023, up 50% quarter-over-quarter.
- 1 fund opened new Avalon Holdings positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Avalon Holdings buyer in Q1 2023 was Oliver Lagore Vanvalin Investment Group, an estimated $349 added.
- The largest Avalon Holdings seller in Q1 2023 was UBS Group, an estimated $9.98K sold.
Based on aggregated 13F filings for Q1 2023.