Avalon Holdings
13 hedge funds and large institutions have $767K invested in Avalon Holdings in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
26% more capital invested
Capital invested by funds: $607K → $767K (+$160K)
8% more funds holding
Funds holding: 12 → 13 (+1)
0.76% more ownership
Funds ownership: 8.38% → 9.14% (+0.76%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$43.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$34.4K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$134 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.6K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.18K |
| 3 |
Renaissance Technologies
New York
|
-$240 |
| 4 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
|
-$240 |
| 5 |
Morgan Stanley
New York
|
-$220 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Renaissance Technologies
New York
| $209K | -$240 | -100 | -0.1% |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $190K | -$14.6K | -6,082 | -8% |
|
|
WIM
3
Wittenberg Investment Management
Carlisle,
Massachusetts
| $93.9K | -$240 | -100 | -0.3% |
|
|
BCM
4
Bridgeway Capital Management
Houston,
Texas
| $90.5K | – | – | – |
|
|
RA
5
Raffles Associates
New York
| $58.5K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $46.4K | +$43.7K | +18,212 | New |
|
7
Vanguard Group
Malvern,
Pennsylvania
| $39.5K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $36.6K | +$34.4K | +14,349 | New |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $923 | -$3.18K | -1,326 | -79% |
|
10
BlackRock
New York
| $638 | – | – | – |
|
|
JWA
11
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $610 | – | – | – |
|
|
OLVIG
12
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $319 | – | – | – |
|
|
13
Bank of America
Charlotte,
North Carolina
| $191 | +$134 | +56 | +295% |
|
14
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
15
Morgan Stanley
New York
| – | -$220 | -100 | Closed |
|
AWX Hedge Fund Activity: Q3 2024 in Review
13 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avalon Holdings (AWX) for Q3 2024, worth a combined $767K — up 26% from $607K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AWX positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $43.7K. The largest seller was Dimensional Fund Advisors, cutting an estimated $14.6K.
- 13 institutional investors held Avalon Holdings (AWX) as of Q3 2024, up from 12 in Q2 2024.
- Funds reported $767K of Avalon Holdings stock for Q3 2024, up 26% quarter-over-quarter.
- 2 funds opened new Avalon Holdings positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest Avalon Holdings buyer in Q3 2024 was Susquehanna International Group, an estimated $43.7K added.
- The largest Avalon Holdings seller in Q3 2024 was Dimensional Fund Advisors, an estimated $14.6K sold.
Based on aggregated 13F filings for Q3 2024.