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AvalonBay Communities

737 hedge funds and large institutions have $29.7B invested in AvalonBay Communities in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 237 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 54

25% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 237

12% more capital invested

Capital invested by funds: $26.6B → $29.7B (+$3.11B)

4% more funds holding

Funds holding: 711737 (+26)

2.49% more ownership

Funds ownership: 90.48%92.97% (+2.5%)

41% less call options, than puts

Call options by funds: $45.7M | Put options by funds: $77.4M

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
737
Holders Change
+26
Holders Change %
+3.66%
% of All Funds
10.58%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
89
Increased
296
Reduced
237
Closed
54
Calls
$45.7M
Puts
$77.4M
Net Calls
-$31.7M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
676
Fortitude Family Office
Arizona
$8.33K
ZB
677
Zions Bancorporation
Utah
$7.88K -$6.26K -29 -45%
PWMG
678
Private Wealth Management Group
New Jersey
$7.66K
BBHC
679
Brown Brothers Harriman & Co
New York
$7.21K -$1.94K -9 -22%
AWM
680
Avior Wealth Management
Nebraska
$7.21K
HWM
681
Hemington Wealth Management
Virginia
$7K +$6.91K +32 New
JFA
682
JNBA Financial Advisors
Minnesota
$6.98K +$6.7K +31 New
AW
683
Avion Wealth
Texas
$6K
FMP
684
Financial Management Professionals
Texas
$6K
JPWM
685
Jamison Private Wealth Management
Georgia
$5.74K
FCA
686
FinTrust Capital Advisors
South Carolina
$5.63K
MCI
687
MRP Capital Investments
Georgia
$5.63K +$5.4K +25 New
CPG
688
Cornerstone Planning Group
New Jersey
$5.01K +$432 +2 +10%
GGI
689
Godsey & Gibb Inc
Virginia
$4.73K
CHA
690
Carmichael Hill & Associates
Maryland
$4.5K
HEIP
691
Hudson Edge Investment Partners
New Jersey
$4.5K
DF
692
Dunhill Financial
United Kingdom
$4.39K +$1.94K +9 +90%
RTL
693
Red Tortoise LLC
Georgia
$4.28K
RCM
694
Raleigh Capital Management
North Carolina
$4.28K +$648 +3 +19%
WT
695
Washington Trust
Rhode Island
$4.16K
AWM
696
Abound Wealth Management
Tennessee
$3.83K
WOC
697
West Oak Capital
California
$3.65K +$47.5K +220 +16%
MA
698
MCF Advisors
Kentucky
$3.61K +$3.02K +14 +700%
AP
699
Aspect Partners
Virginia
$3.6K
CYG
700
Clean Yield Group
Vermont
$3.6K +$3.46K +16 New

AVB Hedge Fund Activity: Q3 2024 in Review

737 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2024, worth a combined $29.7B — up 12% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AVB positions and 54 closed out — a net gain of 35 holders — while 296 added to existing stakes and 237 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $446M. The largest seller was Goldman Sachs, cutting an estimated $181M.

  • 737 institutional investors held AvalonBay Communities (AVB) as of Q3 2024, up from 711 in Q2 2024.
  • Funds reported $29.7B of AvalonBay Communities stock for Q3 2024, up 12% quarter-over-quarter.
  • 89 funds opened new AvalonBay Communities positions in Q3 2024 and 54 closed out, a net change of +35 holders.
  • The largest AvalonBay Communities buyer in Q3 2024 was Cohen & Steers, an estimated $446M added.
  • The largest AvalonBay Communities seller in Q3 2024 was Goldman Sachs, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2024.