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AvalonBay Communities

703 hedge funds and large institutions have $24B invested in AvalonBay Communities in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 234

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 70

1% less funds holding

Funds holding: 709703 (-6)

4% less capital invested

Capital invested by funds: $24.9B → $24B (-$897M)

2.57% less ownership

Funds ownership: 93.7%91.13% (-2.6%)

53% less call options, than puts

Call options by funds: $39.9M | Put options by funds: $84.4M

Holders
703
Holders Change
-6
Holders Change %
-0.85%
% of All Funds
10.13%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
70
Increased
270
Reduced
234
Closed
70
Calls
$39.9M
Puts
$84.4M
Net Calls
-$44.5M
Net Calls Change
+$8.91M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$17.4K
RWPA
627
Richard W. Paul & Associates
Michigan
$17.1K +$16.5K +92 New
CA
628
Clearstead Advisors
Ohio
$16.7K -$2.34K -13 -13%
HWA
629
HHM Wealth Advisors
Tennessee
$16.3K
PMFA
630
Plante Moran Financial Advisors
Michigan
$16.1K
TCM
631
TruNorth Capital Management
Michigan
$16.1K +$15.6K +87 New
C
632
Covestor
United Kingdom
$16K -$60.4K -336 -79%
MA
633
Montag & Associates
Georgia
$15.2K +$5.04K +28 +53%
CT
634
Colonial Trust
South Carolina
$14K +$1.62K +9 +13%
EC
635
EntryPoint Capital
New York
$13.7K +$10.8K +60 +429%
BIA
636
Bell Investment Advisors
California
$13.4K
MCM
637
MV Capital Management
Maryland
$13.2K -$180 -1 -1%
CFGS
638
Concourse Financial Group Securities
Alabama
$12.7K +$719 +4 +6%
IA
639
IFP Advisors
Florida
$12.6K +$1.08K +6 +10%
CFO
640
CVA Family Office
Colorado
$12.1K
CA
641
CoreCap Advisors
Michigan
$11.9K +$11.5K +64 New
GFPC
642
Global Financial Private Client
Florida
$11.8K
CTA
643
Colonial Trust Advisors
South Carolina
$11.6K +$180 +1 +2%
AGWCA
644
Annis Gardner Whiting Capital Advisors
Florida
$10.5K
NCTC
645
New Covenant Trust Company
Indiana
$10.4K +$10.1K +56 New
PCWA
646
Pacific Capital Wealth Advisors
California
$10.2K
IFAM
647
Institutional & Family Asset Management
Colorado
$10K
ST
648
Smithfield Trust
Pennsylvania
$10K
GKIM
649
GW&K Investment Management
Massachusetts
$10K +$540 +3 +6%
WTA
650
Washington Trust Advisors
Massachusetts
$8.72K