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Avalon Holdings
AWX

14 hedge funds and large institutions have $868K invested in Avalon Holdings in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

17% more funds holding

Funds holding: 12 → 14 (+2)

7% more capital invested

Capital invested by funds: $815K → $868K (+$53K)

1% more ownership

Funds ownership: 9.35% → 10.35% (+1%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$94.4K
2
BlackRock
BlackRock
New York
+$24.2K
3
WIM
Wittenberg Investment Management
Massachusetts
+$17.7K
4
Morgan Stanley
Morgan Stanley
New York
+$157
5
TRCT
Tower Research Capital (TRC)
New York
+$10

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$49.4K
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.02K
3
ASN
Advisory Services Network
Georgia
-$1.85K
4
Wells Fargo
Wells Fargo
California
-$91
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$246K -$49.4K -19,542 -17%
Renaissance Technologies
2
Renaissance Technologies
New York
$220K -$2.02K -800 -0.9%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$95.3K +$94.4K +37,355 New
BCM
4
Bridgeway Capital Management
Texas
$90.5K – – –
WIM
5
Wittenberg Investment Management
Massachusetts
$74.6K +$17.7K +7,000 +31%
RA
6
Raffles Associates
New York
$58.5K – – –
Two Sigma Advisers
7
Two Sigma Advisers
New York
$29.3K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$26K – – –
BlackRock
9
BlackRock
New York
$24.4K +$24.2K +9,586 New
TRCT
10
Tower Research Capital (TRC)
New York
$2.02K +$10 +4 +0.5%
JWA
11
JFS Wealth Advisors
Pennsylvania
$610 – – –
OLVIG
12
Oliver Lagore Vanvalin Investment Group
Michigan
$319 – – –
Morgan Stanley
13
Morgan Stanley
New York
$158 +$157 +62 New
Wells Fargo
14
Wells Fargo
California
$42 -$91 -36 -69%
ASN
15
Advisory Services Network
Georgia
– -$1.85K -700 Closed

AWX Hedge Fund Activity: Q2 2023 in Review

14 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avalon Holdings (AWX) for Q2 2023, worth a combined $868K — up 6.5% from $815K a quarter earlier.

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

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $94.4K. The largest seller was Dimensional Fund Advisors, cutting an estimated $49.4K.

  • 14 institutional investors held Avalon Holdings (AWX) as of Q2 2023, up from 12 in Q1 2023.
  • Funds reported $868K of Avalon Holdings stock for Q2 2023, up 6.5% quarter-over-quarter.
  • 3 funds opened new Avalon Holdings positions in Q2 2023 and 1 closed out, a net change of +2 holders.
  • The largest Avalon Holdings buyer in Q2 2023 was Susquehanna International Group, an estimated $94.4K added.
  • The largest Avalon Holdings seller in Q2 2023 was Dimensional Fund Advisors, an estimated $49.4K sold.

Based on aggregated 13F filings for Q2 2023.