We are live on ! Find out more
AVB icon

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
CG
751
Caprock Group
Idaho
-$205K -1,083 Closed
DI
752
DAGCO Inc
Ohio
-$174K -929 Closed
IGAM
753
iA Global Asset Management
Quebec, Canada
-$155K -829 Closed
RFA
754
Resurgent Financial Advisors
Georgia
-$139K -741 Closed
NP
755
Ninepoint Partners
Ontario, Canada
-$122K -651 Closed
KI
756
Kapitalo Investimentos
Brazil
-$116K -620 Closed
ASN
757
Advisory Services Network
Georgia
-$99.2K -530 Closed
GWS
758
Glassman Wealth Services
Virginia
-$27.7K -148 Closed
CA
759
Centerpoint Advisors
Massachusetts
-$10K -56 Closed
CT
760
Cambridge Trust
Massachusetts
-$9.73K -52 Closed
VF
761
VitalStone Financial
Texas
-$7K -38 Closed
EC
762
EdgeRock Capital
Colorado
-$6.3K -36 Closed
ADL
763
Asset Dedication LLC
California
-$6K -31 Closed
IGWM
764
ICA Group Wealth Management
Colorado
-$5.62K -30 Closed
TVAMP
765
Tennessee Valley Asset Management Partners
Tennessee
-$3.97K -21 Closed
PVH
766
Psagot Value Holdings
Israel
-$4K -20 Closed
NS
767
NBC Securities
Alabama
-$2K -16 Closed
TCWA
768
Turtle Creek Wealth Advisors
Texas
-$2.81K -15 Closed
MSWM
769
McGlone Suttner Wealth Management
Wisconsin
-$1.32K -7 Closed
W
770
WealthCollab
Washington
-$1.31K -7 Closed
LIWM
771
Long Island Wealth Management
New York
-$1K -5 Closed
ODG
772
O'Dell Group
Ohio
-$945 -5 Closed
HDIM
773
Hanson & Doremus Investment Management
Vermont
-$1K -3 Closed
EWM
774
Evermay Wealth Management
Virginia
-$375 -2 Closed