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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
CPG
676
Cornerstone Planning Group
New Jersey
$2.31K
BWL
677
Bogart Wealth LLC
Virginia
$2.11K
MRCM
678
M&R Capital Management
New Jersey
$2.04K
HBW
679
Hazlett, Burt & Watson
West Virginia
$2K
DF
680
Dunhill Financial
United Kingdom
$1.87K +$360 +2 +25%
CFB
681
Cullen/Frost Bankers
Texas
$1.86K
FGAM
682
Financial Gravity Asset Management
Texas
$1.73K +$1.44K +8 +400%
VCM
683
Versant Capital Management
Arizona
$1.67K
BCMLT
684
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.67K +$1.62K +9 New
AA
685
Ancora Advisors
Ohio
$1.63K
AF
686
Advisornet Financial
Minnesota
$1.48K +$899 +5 +167%
CFD
687
Creative Financial Designs
Indiana
$1.3K
SWM
688
Sanctuary Wealth Management
Idaho
$1.3K
T
689
Tidemark
California
$1.3K
WWP
690
WR Wealth Planners
Missouri
$1.11K +$1.08K +6 New
VNA
691
Valley National Advisers
Pennsylvania
$1K +$180 +1 +14%
CAL
692
Capital Advisors Ltd
Ohio
$1K +$540 +3 +300%
PCMC
693
Planning Capital Management Corporation
Pennsylvania
$928
RF
694
Robbins Farley
New Hampshire
$928
TCA
695
Trifecta Capital Advisors
Illinois
$928
TFM
696
TFC Financial Management
Massachusetts
$743 +$180 +1 +33%
ECM
697
Everence Capital Management
Indiana
$696
S
698
Sachetta
Massachusetts
$567
NL
699
NVWM LLC
Pennsylvania
$562 -$6.65K -37 -93%
SWA
700
SOA Wealth Advisors
New York
$557