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AvalonBay Communities

737 hedge funds and large institutions have $29.7B invested in AvalonBay Communities in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 237 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 54

25% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 237

12% more capital invested

Capital invested by funds: $26.6B → $29.7B (+$3.11B)

4% more funds holding

Funds holding: 711737 (+26)

2.49% more ownership

Funds ownership: 90.48%92.97% (+2.5%)

41% less call options, than puts

Call options by funds: $45.7M | Put options by funds: $77.4M

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
737
Holders Change
+26
Holders Change %
+3.66%
% of All Funds
10.58%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
89
Increased
296
Reduced
237
Closed
54
Calls
$45.7M
Puts
$77.4M
Net Calls
-$31.7M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
HPA
451
High Probability Advisors
New York
$546K
Lido Advisors
452
Lido Advisors
California
$538K +$136K +628 +36%
MAM
453
Mystic Asset Management
Rhode Island
$538K
ARC
454
Advisor Resource Council
Texas
$538K +$516K +2,390 New
NA
455
NewEdge Advisors
Louisiana
$532K +$348K +1,610 +215%
PP
456
Prudential plc
United Kingdom
$528K -$4.61M -21,343 -90%
EF
457
Empowered Funds
Pennsylvania
$526K +$47.1K +218 +10%
DFCM
458
Dark Forest Capital Management
Puerto Rico
$525K +$503K +2,330 New
SFA
459
Sequoia Financial Advisors
Ohio
$523K +$29.8K +138 +6%
GI
460
GAMMA Investing
California
$517K +$89K +412 +22%
Focus Partners Wealth
461
Focus Partners Wealth
Massachusetts
$513K +$118K +548 +32%
SCI
462
Stableford Capital II
Arizona
$508K +$500K +2,313 New
KIM
463
Kestra Investment Management
Texas
$495K +$474K +2,196 New
EWM
464
EPG Wealth Management
Georgia
$492K +$472K +2,186 New
HFM
465
Harvest Fund Management
China
$489K -$12.1K -56 -3%
SI
466
Stephens Inc
Arkansas
$489K -$3.02K -14 -0.6%
BCM
467
Brasada Capital Management
Texas
$477K -$23.8K -110 -5%
EFG
468
Everhart Financial Group
Ohio
$463K +$137K +632 +44%
PCIA
469
Prime Capital Investment Advisors
Kansas
$460K +$4.75K +22 +1%
NW
470
NewEdge Wealth
Pennsylvania
$456K +$95.9K +444 +28%
RJT
471
Raymond James Trust
Florida
$454K +$13K +60 +3%
EGM
472
Engineers Gate Manager
New York
$453K +$434K +2,011 New
SACTSONJ
473
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$451K
Cambridge Investment Research Advisors
474
Cambridge Investment Research Advisors
Iowa
$437K +$29.4K +136 +8%
PA
475
Probity Advisors
Texas
$436K -$6.48K -30 -2%

AVB Hedge Fund Activity: Q3 2024 in Review

737 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2024, worth a combined $29.7B — up 12% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AVB positions and 54 closed out — a net gain of 35 holders — while 296 added to existing stakes and 237 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $446M. The largest seller was Goldman Sachs, cutting an estimated $181M.

  • 737 institutional investors held AvalonBay Communities (AVB) as of Q3 2024, up from 711 in Q2 2024.
  • Funds reported $29.7B of AvalonBay Communities stock for Q3 2024, up 12% quarter-over-quarter.
  • 89 funds opened new AvalonBay Communities positions in Q3 2024 and 54 closed out, a net change of +35 holders.
  • The largest AvalonBay Communities buyer in Q3 2024 was Cohen & Steers, an estimated $446M added.
  • The largest AvalonBay Communities seller in Q3 2024 was Goldman Sachs, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2024.