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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
GPI
651
General Partner Inc
Pennsylvania
$7.05K
FFO
652
Fortitude Family Office
Arizona
$6.87K
JWA
653
JFS Wealth Advisors
Pennsylvania
$6.87K
AWM
654
Avior Wealth Management
Nebraska
$6.87K +$6.65K +37 New
WTC
655
WhitTier Trust Company
Nevada
$6.49K
PWMG
656
Private Wealth Management Group
New Jersey
$6.31K
QL
657
Quarry LP
New York
$6.12K -$12.9K -72 -69%
RIL
658
Rothschild Investment LLC
Illinois
$6.12K +$3.96K +22 +200%
NFSG
659
Newbridge Financial Services Group
Florida
$5.57K +$5.39K +30 New
FMP
660
Financial Management Professionals
Texas
$5K -$2.52K -14 -33%
HF
661
Halpern Financial
Virginia
$4.68K
JPWM
662
Jamison Private Wealth Management
Georgia
$4.64K
FCA
663
FinTrust Capital Advisors
South Carolina
$4.64K
TH
664
TCTC Holdings
Texas
$4.27K
AW
665
Avion Wealth
Texas
$4K +$1.08K +6 +50%
VAG
666
VisionPoint Advisory Group
Texas
$3.9K
CHA
667
Carmichael Hill & Associates
Maryland
$3.71K
RTL
668
Red Tortoise LLC
Georgia
$3.53K
WT
669
Washington Trust
Rhode Island
$3.37K
AWM
670
Abound Wealth Management
Tennessee
$3.16K
AP
671
Aspect Partners
Virginia
$2.97K
RCM
672
Raleigh Capital Management
North Carolina
$2.78K +$899 +5 +50%
CP
673
Castleview Partners
Texas
$2.6K
FHA
674
First Horizon Advisors
Tennessee
$2.6K
TCOV
675
Trust Company of Vermont
Vermont
$2.41K