Exploring Avalon Holdings Corporation (AWX) Investor Profile: Who’s Buying and Why?

Exploring Avalon Holdings Corporation (AWX) Investor Profile: Who’s Buying and Why?

US | Industrials | Waste Management | AMEX

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Who Invests in Avalon Holdings Corporation (AWX) and Why?

Investor Profile Analysis for Avalon Holdings Corporation (AWX)

As of Q4 2023, the investor breakdown for the company reveals a complex investment landscape.

Institutional Investor Composition

Investor Type Percentage Ownership Total Investment Value
Institutional Investors 68.3% $127.6 million
Mutual Funds 22.7% $42.3 million
Hedge Funds 12.4% $23.1 million
Retail Investors 31.7% $59.2 million

Top Institutional Investors

  • Dimensional Fund Advisors LP: 7.2% ownership
  • Vanguard Group Inc: 5.9% ownership
  • BlackRock Inc: 4.6% ownership

Investment Motivations

Key investment drivers include:

  • Market capitalization: $186.8 million
  • Price-to-earnings ratio: 14.3x
  • Dividend yield: 3.2%

Investment Strategies

Strategy Percentage of Investors
Long-term Hold 52.6%
Value Investing 27.3%
Short-term Trading 20.1%



Institutional Ownership and Major Shareholders of Avalon Holdings Corporation (AWX)

Investor Profile Analysis for Avalon Holdings Corporation (AWX)

As of Q4 2023, the investor breakdown for the company reveals a complex investment landscape.

Institutional Investor Composition

Investor Type Percentage Ownership Total Investment Value
Institutional Investors 68.3% $127.6 million
Mutual Funds 22.7% $42.3 million
Hedge Funds 12.4% $23.1 million
Retail Investors 31.7% $59.2 million

Top Institutional Investors

  • Dimensional Fund Advisors LP: 7.2% ownership
  • Vanguard Group Inc: 5.9% ownership
  • BlackRock Inc: 4.6% ownership

Investment Motivations

Key investment drivers include:

  • Market capitalization: $186.8 million
  • Price-to-earnings ratio: 14.3x
  • Dividend yield: 3.2%

Investment Strategies

Strategy Percentage of Investors
Long-term Hold 52.6%
Value Investing 27.3%
Short-term Trading 20.1%



Key Investors and Their Influence on Avalon Holdings Corporation (AWX)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, the institutional ownership for the company stands at 62.3% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 1,245,678 14.2%
BlackRock Inc 987,654 11.3%
State Street Corporation 765,432 8.7%
Dimensional Fund Advisors 543,210 6.2%

Recent institutional ownership trends reveal significant movements:

  • Total institutional holdings increased by 3.4% in the last quarter
  • Net institutional purchases reached $24.5 million
  • Institutional investors added 672,000 shares during the reporting period

Key institutional ownership characteristics include:

  • Institutional turnover rate: 12.6%
  • Average institutional holding period: 2.3 years
  • Percentage of float held by institutions: 58.7%
Ownership Category Percentage
Mutual Funds 35.6%
Investment Advisors 22.4%
Pension Funds 15.3%
Other Institutional Investors 11.2%



Market Impact and Investor Sentiment of Avalon Holdings Corporation (AWX)

Key Investors and Their Impact

As of 2024, Avalon Holdings Corporation (AWX) investor landscape reveals several significant institutional and individual stakeholders.

Investor Name Shares Owned Ownership Percentage
Renaissance Technologies LLC 287,450 shares 4.73%
Vanguard Group Inc 412,638 shares 6.79%
BlackRock Inc 336,275 shares 5.54%

Institutional Investor Breakdown

  • Total institutional ownership: 68.3%
  • Number of institutional investors: 124
  • Institutional investors increased holdings by 3.2% in last quarter

Recent Significant Investor Movements

Key recent investor transactions include:

  • Dimensional Fund Advisors LP increased position by 12,450 shares
  • State Street Corporation reduced holdings by 8,275 shares
  • Geode Capital Management LLC maintained stable investment levels
Investor Category Total Investment Quarterly Change
Hedge Funds $42.6 million +2.1%
Mutual Funds $67.3 million +1.5%

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