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AvalonBay Communities

547 hedge funds and large institutions have $28.1B invested in AvalonBay Communities in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 218 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $77.3M | Put options by funds: $53.8M

19% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 183

6% more capital invested

Capital invested by funds: $26.5B → $28.1B (+$1.57B)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0% less funds holding

Funds holding: 549547 (-2)

0.38% less ownership

Funds ownership: 93.72%93.34% (-0.38%)

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.33%
New
43
Increased
218
Reduced
183
Closed
43
Calls
$77.3M
Puts
$53.8M
Net Calls
+$23.6M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
501
JFS Wealth Advisors
Pennsylvania
$21K
BCA
502
Berman Capital Advisors
Georgia
$20K
CJA
503
C-J Advisory
California
$20K
Rockefeller Capital Management
504
Rockefeller Capital Management
New York
$20K
BFEC
505
Benjamin F. Edwards & Company
Missouri
$19K -$7.74K -37 -30%
GSWM
506
Golden State Wealth Management
California
$15K
HFM
507
Hartford Financial Management
Connecticut
$15K
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$14K +$418 +2 +3%
BL
509
Balentine LLC
Georgia
$14K +$5.64K +27 +69%
IFAM
510
Institutional & Family Asset Management
Colorado
$12K
TAIM
511
TD Ameritrade Investment Management
Nebraska
$12K
RE
512
RBC Europe
United Kingdom
$11.8K
ASN
513
Advisory Services Network
Georgia
$11K
SWP
514
Strategic Wealth Partners
Ohio
$10.8K
HR
515
Howe & Rusling
New York
$9K
CTC
516
Central Trust Company
Missouri
$8K
TFO
517
Tarbox Family Office
California
$8K
TCOV
518
Trust Company of Vermont
Vermont
$7K -$2.72K -13 -30%
WPA
519
West Paces Advisors
Georgia
$6.46K
GRP
520
Global Retirement Partners
California
$6K
BBHC
521
Brown Brothers Harriman & Co
New York
$6K +$3.76K +18 +225%
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$5.43K +26 New
GWAG
523
Garrett Wealth Advisory Group
Texas
$5.81K +$5.64K +27 New
SWA
524
Sutton Wealth Advisors
Florida
$5.6K
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$5K