Who Owns Avalon Stock?
NYSE: AWXIndustrialsWaste ManagementUSD
At close: Oct 8, 2:28 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 8.96%
- Held by insiders
- 41.72%
- Institutional holders
- 17
- Institutions 9.0%
- Insiders 41.7%
- Public and other 49.3%
Who owns Avalon stock?
Institutional investors own about 9.0% of Avalon's shares, spread across 17 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 41.72% of AWX.
The largest institutional holders are Dimensional Fund Advisors LP (2.31%), Renaissance Technologies, LLC (2.15%) and Wittenberg Investment Management, Inc. (1.12%). Together, the top 10 institutions control 8.9% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their AWX positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of AWX
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Dimensional Fund Advisors LP | 75.90K | 2.31% | 0.0% |
| Renaissance Technologies, LLC | 70.81K | 2.15% | -6.8% |
| Wittenberg Investment Management, Inc. | 36.78K | 1.12% | 0.0% |
| Raffles Associates Lp | 25.97K | 0.79% | +3.0% |
| Bridgeway Capital Management, LLC | 20.80K | 0.63% | 0.0% |
| Citadel Advisors Llc | 17.86K | 0.54% | +100.0% |
| LPL Financial LLC | 16.54K | 0.50% | 0.0% |
| HRT Financial LP | 10.84K | 0.33% | +100.0% |
| Vanguard Capital Management LLC | 10.65K | 0.32% | 0.0% |
| Vanguard Fiduciary Trust Co | 7.74K | 0.24% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of AWX
| Fund | Shares | % Held |
|---|---|---|
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 27.80K | 0.85% |
| Bridgeway Funds, Inc.-Omni Small-Cap Value Fund | 16.90K | 0.51% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 10.74K | 0.33% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 10.65K | 0.32% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 10.15K | 0.31% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 4.31K | 0.13% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 1.92K | 0.06% |
| Dimensional ETF Trust-Dimensional US Core Equity 2 ETF | 1.30K | 0.04% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | 642 | 0.02% |
Frequently asked questions
Who is the largest shareholder of Avalon?
Dimensional Fund Advisors LP is the largest institutional shareholder of AWX, owning 2.31% of shares outstanding (75.90K shares) as of its latest 13F filing.
What percentage of Avalon is owned by institutions?
Institutions own about 9.0% of AWX shares and 15.4% of the public float.
How much of Avalon do insiders own?
Insiders, such as officers and directors, own about 41.72% of AWX shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.