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AvalonBay Communities
AVB

Overview Fund Activity

705 hedge funds and large institutions have $24.9B invested in AvalonBay Communities in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 242 increasing their positions, 245 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+64
Holders Change %
+9.98%
% of All Funds
10.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
118
Increased
242
Reduced
245
Closed
45
Calls
$63.3M
Puts
$117M
Net Calls
-$53.4M
Net Calls Change
-$9.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$554M
2
Norges Bank
Norges Bank
Norway
$1.27B
3
BlackRock
BlackRock
New York
$3.05B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$92.1M
5
State Street
State Street
Massachusetts
$1.87B

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$711M
3
CIM
Centersquare Investment Management
Pennsylvania
$113M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$2.74M
5
Northern Trust
Northern Trust
Illinois
$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
651
EdgeRock Capital
Colorado
$6.3K +$6.3K +36 New
ADL
652
Asset Dedication LLC
California
$6K +$6K +31 New
IGWM
653
ICA Group Wealth Management
Colorado
$5.62K +$5.62K +30 New
HF
654
Halpern Financial
Virginia
$4.77K -$9.17K -50 -66%
FCA
655
FinTrust Capital Advisors
South Carolina
$4.68K +$2.81K +15 +150%
JPWM
656
Jamison Private Wealth Management
Georgia
$4.64K – – –
TH
657
TCTC Holdings
Texas
$4.31K – – –
PVH
658
Psagot Value Holdings
Israel
$4K +$4K +20 New
TVAMP
659
Tennessee Valley Asset Management Partners
Tennessee
$3.97K +$3.97K +21 New
VAG
660
VisionPoint Advisory Group
Texas
$3.93K +$3.93K +21 New
CHA
661
Carmichael Hill & Associates
Maryland
$3.75K – – –
RTL
662
Red Tortoise LLC
Georgia
$3.56K -$3.37K -18 -49%
Jones Financial Companies
663
Jones Financial Companies
Missouri
$3.37K +$3.37K +18 New
WT
664
Washington Trust
Rhode Island
$3.37K +$3.37K +18 New
AWM
665
Abound Wealth Management
Tennessee
$3.19K – – –
AP
666
Aspect Partners
Virginia
$3K +$3K +16 New
TCWA
667
Turtle Creek Wealth Advisors
Texas
$2.81K +$2.81K +15 New
CP
668
Castleview Partners
Texas
$2.62K -$40.4K -216 -94%
FHA
669
First Horizon Advisors
Tennessee
$2.62K – – –
EC
670
EntryPoint Capital
New York
$2.62K +$2.62K +14 New
TCOV
671
Trust Company of Vermont
Vermont
$2.43K +$2.43K +13 New
CPG
672
Cornerstone Planning Group
New Jersey
$2.25K -$749 -4 -25%
CAS
673
Coppell Advisory Solutions
Texas
$2.25K +$2.25K +12 New
BWL
674
Bogart Wealth LLC
Virginia
$2.11K – – –
RIL
675
Rothschild Investment LLC
Illinois
$2.06K +$2.06K +11 New
25 26
27
28 29