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AvalonBay Communities

762 hedge funds and large institutions have $29.5B invested in AvalonBay Communities in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 279 increasing their positions, 269 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 737762 (+25)

1.2% more ownership

Funds ownership: 92.97%94.17% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 269

1% less capital invested

Capital invested by funds: $29.7B → $29.5B (-$251M)

36% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $26.1M

Holders
762
Holders Change
+25
Holders Change %
+3.39%
% of All Funds
10.04%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
102
Increased
279
Reduced
269
Closed
64
Calls
$16.6M
Puts
$26.1M
Net Calls
-$9.48M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
601
Venturi Wealth Management
Texas
$134K +$77.7K +344 +131%
PPWM
602
PFG Private Wealth Management
Florida
$124K -$677 -3 -0.5%
GRP
603
Global Retirement Partners
California
$120K +$72.9K +323 +146%
WSFS
604
Wilmington Savings Fund Society
Delaware
$118K -$5.19K -23 -4%
SAM
605
Sherman Asset Management
California
$116K +$119K +528 New
SWM
606
Spire Wealth Management
Virginia
$116K +$6.1K +27 +5%
SIM
607
Sentry Investment Management
Wisconsin
$115K -$19.2K -85 -14%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$105K +$40.4K +179 +60%
Loomis, Sayles & Company
609
Loomis, Sayles & Company
Massachusetts
$97K +$29.8K +132 +43%
CH
610
Cromwell Holdings
Wyoming
$95.3K
GIM
611
Gold Investment Management
Alberta, Canada
$83.1K
SCM
612
Silvant Capital Management
Georgia
$82.5K
SS
613
Sunbelt Securities
Texas
$80.7K
CCA
614
Catalyst Capital Advisors
New York
$79.8K +$62.1K +275 +313%
BMC
615
Bear Mountain Capital
Washington
$78.9K
TPCW
616
TD Private Client Wealth
New York
$76.1K +$226 +1 +0.3%
Bank Julius Baer & Co
617
Bank Julius Baer & Co
Switzerland
$74.8K -$156K -689 -69%
CWC
618
Carolinas Wealth Consulting
North Carolina
$74.4K +$452 +2 +0.6%
GWM
619
Geneos Wealth Management
Colorado
$68.6K
LC
620
Lindbrook Capital
California
$68.4K +$7K +31 +11%
GAM
621
Generali Asset Management
Italy
$65.6K +$67.3K +298 New
GEA
622
Glen Eagle Advisors
New Jersey
$65.4K -$1.13K -5 -2%
GXJ
623
Global X Japan
Japan
$65.3K +$7.45K +33 +13%
SSB
624
Sandy Spring Bank
Maryland
$63.4K
WAG
625
Wiser Advisor Group
Arizona
$62.8K +$452 +2 +0.7%

AVB Hedge Fund Activity: Q4 2024 in Review

762 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2024, worth a combined $29.5B — down 0.85% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AVB positions and 64 closed out — a net gain of 38 holders — while 279 added to existing stakes and 269 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $302M. The largest seller was Citadel Advisors, cutting an estimated $140M.

  • 762 institutional investors held AvalonBay Communities (AVB) as of Q4 2024, up from 737 in Q3 2024.
  • Funds reported $29.5B of AvalonBay Communities stock for Q4 2024, down 0.85% quarter-over-quarter.
  • 102 funds opened new AvalonBay Communities positions in Q4 2024 and 64 closed out, a net change of +38 holders.
  • The largest AvalonBay Communities buyer in Q4 2024 was T. Rowe Price Associates, an estimated $302M added.
  • The largest AvalonBay Communities seller in Q4 2024 was Citadel Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2024.