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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
FWA
551
FSM Wealth Advisors
Ohio
$232K +$223K +1,031 New
QCG
552
Quadrant Capital Group
Ohio
$232K -$5.4K -25 -2%
AIA
553
Alera Investment Advisors
Illinois
$232K +$222K +1,028 New
DC
554
Davenport & Co
Virginia
$231K -$27.4K -127 -11%
SIG
555
Sargent Investment Group
Maryland
$231K
SWM
556
Segment Wealth Management
Texas
$231K +$9.72K +45 +5%
KIA
557
Knollwood Investment Advisory
Maryland
$230K
WPC
558
Wedmont Private Capital
Pennsylvania
$227K +$224K +1,039 New
HWA
559
Heritage Wealth Advisors
Virginia
$226K
LCS
560
Levin Capital Strategies
New York
$225K
SLG
561
Stanley-Laman Group
Pennsylvania
$225K
LWAM
562
Legacy Wealth Asset Management
Minnesota
$221K +$212K +982 New
EC
563
EntryPoint Capital
New York
$220K +$146K +677 +227%
FAFN
564
First Affirmative Financial Network
Colorado
$219K -$19K -88 -8%
SWP
565
Stratos Wealth Partners
Ohio
$219K -$61.3K -284 -23%
GL
566
Graypoint LLC
New York
$216K +$207K +958 New
DTL
567
Dynamic Technology Lab
Singapore
$215K +$207K +958 New
MCCP
568
Mission Creek Capital Partners
California
$212K -$7.56K -35 -4%
FIA
569
Foundations Investment Advisors
Arizona
$210K +$201K +930 New
LSAG
570
Lake Street Advisors Group
New Hampshire
$209K +$199K +921 New
RA
571
RFG Advisory
Alabama
$209K +$200K +926 New
SIA
572
Schechter Investment Advisors
Michigan
$207K +$199K +921 New
HCM
573
Howard Capital Management
Georgia
$207K +$198K +918 New
BA
574
Bridgewater Associates
Connecticut
$203K -$16.6K -77 -8%
LSPW
575
Lake Street Private Wealth
Illinois
$203K +$195K +903 New

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.