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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
GWA
526
Gratus Wealth Advisors
Virginia
$283K +$57.5K +266 +26%
TAM
527
Trillium Asset Management
Massachusetts
$281K -$35.6K -165 -12%
CA
528
Cornerstone Advisory
Maryland
$280K -$106K -493 -28%
OIA
529
OneDigital Investment Advisors
Kansas
$280K +$11.9K +55 +5%
DCM
530
Driehaus Capital Management
Illinois
$276K +$264K +1,224 New
HWM
531
HB Wealth Management
Georgia
$272K +$15.3K +71 +6%
AFG
532
Atomi Financial Group
New York
$271K +$37.6K +174 +17%
BWAM
533
Boyd Watterson Asset Management
Ohio
$269K +$1.73K +8 +0.7%
BFG
534
Bleakley Financial Group
New Jersey
$265K +$3.67K +17 +1%
MLIC
535
Mandatum Life Insurance Company
Finland
$264K
HCA
536
Harbour Capital Advisors
Virginia
$263K
Wolverine Trading
537
Wolverine Trading
Illinois
$262K -$547K -2,532 -68%
SC
538
Savant Capital
Illinois
$262K +$9.94K +46 +4%
SCM
539
Sandler Capital Management
New York
$259K
Optiver Holding
540
Optiver Holding
Netherlands
$258K +$247K +1,144 New
FFA
541
Farther Finance Advisors
California
$256K +$66.3K +307 +37%
PA
542
Parallel Advisors
California
$253K +$73.2K +339 +43%
AWM
543
Apollon Wealth Management
South Carolina
$251K +$22.7K +105 +10%
AWS
544
Atria Wealth Solutions
New York
$250K -$439K -2,032 -65%
NP
545
NorthRock Partners
Minnesota
$248K +$3.67K +17 +2%
PI
546
PFG Investments
New York
$247K +$13.6K +63 +6%
CI
547
Conning Inc
Connecticut
$246K -$97.4K -451 -29%
PPWP
548
Premier Path Wealth Partners
New Jersey
$245K -$1.08K -5 -0.5%
RB
549
Renasant Bank
Mississippi
$242K -$1.08K -5 -0.5%
Bank Julius Baer & Co
550
Bank Julius Baer & Co
Switzerland
$237K -$163K -754 -43%

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.