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AvalonBay Communities
AVB

Overview Fund Activity

707 hedge funds and large institutions have $26.6B invested in AvalonBay Communities in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 285 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
10.28%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
84
Increased
285
Reduced
225
Closed
70
Calls
$41.7M
Puts
$76.3M
Net Calls
-$34.6M
Net Calls Change
+$9.96M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$186M
2
Charles Schwab
Charles Schwab
California
+$128M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$94.2M
4
Cohen & Steers
Cohen & Steers
New York
+$83.9M
5
Morgan Stanley
Morgan Stanley
New York
+$62.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$271M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
DCP
D1 Capital Partners
New York
-$83.2M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$73.6M
5
CIM
Centersquare Investment Management
Pennsylvania
-$64.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
676
Valley National Advisers
Pennsylvania
$3K +$1.74K +11 +138%
FHA
677
First Horizon Advisors
Tennessee
$2.9K – – –
WWP
678
WR Wealth Planners
Missouri
$2.9K +$1.66K +8 +133%
S
679
Sachetta
Massachusetts
$2.89K +$2.27K +11 +367%
TCOV
680
Trust Company of Vermont
Vermont
$2.69K – – –
CWP
681
Concord Wealth Partners
Virginia
$2.69K +$2.69K +13 New
BWL
682
Bogart Wealth LLC
Virginia
$2.37K – – –
MRCM
683
M&R Capital Management
New Jersey
$2.28K – – –
DF
684
Dunhill Financial
United Kingdom
$2.14K – – –
ETS
685
ESL Trust Services
New York
$2.07K +$2.07K +10 New
HBW
686
Hazlett, Burt & Watson
West Virginia
$2K – – –
TWP
687
Triad Wealth Partners
Kansas
$1.86K +$1.86K +9 New
AA
688
Ancora Advisors
Ohio
$1.82K – – –
DP
689
Denver PWM
Colorado
$1.66K +$1.66K +8 New
AF
690
Advisornet Financial
Minnesota
$1.66K – – –
SIS
691
Sound Income Strategies
Florida
$1.66K +$1.66K +8 New
TFM
692
TFC Financial Management
Massachusetts
$1.45K +$621 +3 +75%
CFD
693
Creative Financial Designs
Indiana
$1.45K – – –
NL
694
NVWM LLC
Pennsylvania
$1.25K +$626 +3 +100%
UWS
695
Unique Wealth Strategies
Illinois
$1.11K +$1.11K +6 New
PCMC
696
Planning Capital Management Corporation
Pennsylvania
$1.04K – – –
RF
697
Robbins Farley
New Hampshire
$1.04K – – –
TCA
698
Trifecta Capital Advisors
Illinois
$1.04K – – –
FNWA
699
Financial Network Wealth Advisors
Utah
$1.03K +$1.03K +5 New
CAL
700
Capital Advisors Ltd
Ohio
$1K +$200 +1 +25%
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