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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
TA
476
Tectonic Advisors
Texas
$436K +$10.8K +50 +3%
LWM
477
LJI Wealth Management
Indiana
$432K
CIM
478
Cambria Investment Management
California
$431K +$22.2K +103 +6%
LGA
479
Lebenthal Global Advisors
New York
$423K +$61.8K +286 +18%
PWMG
480
Prestige Wealth Management Group
New Jersey
$419K +$399K +1,848 New
HAG
481
HighPoint Advisor Group
Illinois
$410K +$1.51K +7 +0.4%
EI
482
Ellevest Inc
New York
$410K -$12.3K -57 -3%
NRD
483
Nebula Research & Development
New York
$399K +$383K +1,773 New
OWM
484
OneAscent Wealth Management
Alabama
$393K +$95.3K +441 +34%
ECM
485
Evergreen Capital Management
Washington
$383K +$14.7K +68 +4%
AIC
486
Archer Investment Corporation
Indiana
$378K
MAS
487
Meeder Advisory Services
Ohio
$378K -$55.9K -259 -13%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$369K +$16.2K +75 +5%
FTWA
489
Fifth Third Wealth Advisors
Ohio
$367K +$55.3K +256 +19%
PMA
490
Prudent Man Advisors
Illinois
$360K
CCG
491
Cypress Capital Group
Florida
$359K -$648 -3 -0.2%
KPWS
492
Kestra Private Wealth Services
Texas
$356K +$84.7K +392 +33%
B
493
Bailard
California
$353K +$11.7K +54 +4%
S
494
SignatureFD
Georgia
$350K +$5.62K +26 +2%
LFG
495
Larson Financial Group
Missouri
$350K +$324K +1,499 +2,776%
First Manhattan
496
First Manhattan
New York
$347K
AAM
497
Advisors Asset Management
Colorado
$347K -$168K -776 -33%
WA
498
Wealth Alliance
New York
$346K -$15.8K -73 -5%
LCWP
499
Legacy Capital Wealth Partners
Arkansas
$345K -$1.51K -7 -0.5%
BA
500
Bristlecone Advisors
Washington
$345K -$146K -677 -31%

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.