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AvalonBay Communities

762 hedge funds and large institutions have $29.5B invested in AvalonBay Communities in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 279 increasing their positions, 269 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 737762 (+25)

1.2% more ownership

Funds ownership: 92.97%94.17% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 269

1% less capital invested

Capital invested by funds: $29.7B → $29.5B (-$251M)

36% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $26.1M

Holders
762
Holders Change
+25
Holders Change %
+3.39%
% of All Funds
10.04%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
102
Increased
279
Reduced
269
Closed
64
Calls
$16.6M
Puts
$26.1M
Net Calls
-$9.48M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
701
Avion Wealth
Texas
$6K +$452 +2 +7%
DF
702
Dunhill Financial
United Kingdom
$5.78K +$1.58K +7 +37%
GBT
703
Grove Bank & Trust
Florida
$5.72K +$3.16K +14 +117%
BWL
704
Bogart Wealth LLC
Virginia
$5.64K +$3.16K +14 +117%
MCI
705
MRP Capital Investments
Georgia
$5.5K
CWM
706
Copia Wealth Management
Oregon
$5.5K +$5.64K +25 New
CPG
707
Cornerstone Planning Group
New Jersey
$5.29K +$452 +2 +9%
GSWM
708
Golden State Wealth Management
California
$4.96K +$4.97K +22 New
PPA
709
Painted Porch Advisors
California
$4.84K +$1.58K +7 +47%
GGI
710
Godsey & Gibb Inc
Virginia
$4.62K
NB
711
NBT Bank
New York
$4.4K -$8.13K -36 -64%
HEIP
712
Hudson Edge Investment Partners
New Jersey
$4.4K
MA
713
MCF Advisors
Kentucky
$4.18K +$677 +3 +19%
RTL
714
Red Tortoise LLC
Georgia
$4.18K
HNW
715
High Note Wealth
Minnesota
$4.18K +$4.29K +19 New
HIW
716
Holos Integrated Wealth
Pennsylvania
$4.18K +$4.29K +19 New
RCM
717
Raleigh Capital Management
North Carolina
$3.96K -$226 -1 -5%
WT
718
Washington Trust
Rhode Island
$3.88K
AWM
719
Abound Wealth Management
Tennessee
$3.75K
AP
720
Aspect Partners
Virginia
$3.74K +$226 +1 +6%
NC
721
NewSquare Capital
Pennsylvania
$3.74K +$3.84K +17 New
CYG
722
Clean Yield Group
Vermont
$3.52K
WWP
723
WR Wealth Planners
Missouri
$3.52K +$452 +2 +14%
SC
724
Stance Capital
Massachusetts
$3.3K +$3.39K +15 New
S
725
Sachetta
Massachusetts
$3.08K

AVB Hedge Fund Activity: Q4 2024 in Review

762 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2024, worth a combined $29.5B — down 0.85% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AVB positions and 64 closed out — a net gain of 38 holders — while 279 added to existing stakes and 269 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $302M. The largest seller was Citadel Advisors, cutting an estimated $140M.

  • 762 institutional investors held AvalonBay Communities (AVB) as of Q4 2024, up from 737 in Q3 2024.
  • Funds reported $29.5B of AvalonBay Communities stock for Q4 2024, down 0.85% quarter-over-quarter.
  • 102 funds opened new AvalonBay Communities positions in Q4 2024 and 64 closed out, a net change of +38 holders.
  • The largest AvalonBay Communities buyer in Q4 2024 was T. Rowe Price Associates, an estimated $302M added.
  • The largest AvalonBay Communities seller in Q4 2024 was Citadel Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2024.