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AvalonBay Communities
AVB

634 hedge funds and large institutions have $20.2B invested in AvalonBay Communities in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 231 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $18.3M

2% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 87

2% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 231

1.09% less ownership

Funds ownership: 92.18% → 91.09% (-1.1%)

2% less funds holding

Funds holding: 648 → 634 (-14)

15% less capital invested

Capital invested by funds: $23.7B → $20.2B (-$3.49B)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
634
Holders Change
-14
Holders Change %
-2.16%
% of All Funds
10.19%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
227
Reduced
231
Closed
87
Calls
$45.7M
Puts
$18.3M
Net Calls
+$27.4M
Net Calls Change
-$27.5M

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$290M
2
BlackRock
BlackRock
New York
+$154M
3
LPC
Long Pond Capital
New York
+$94M
4
ESCM
Echo Street Capital Management
New York
+$46.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$45.9M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$219M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
3
Morgan Stanley
Morgan Stanley
New York
-$139M
4
HRES
Heitman Real Estate Securities
Illinois
-$106M
5
Citadel Advisors
Citadel Advisors
Florida
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
251
South Dakota Investment Council
South Dakota
$2.19M – – –
MPM
252
Meritage Portfolio Management
Kansas
$2.19M +$2.31M +13,558 New
BAMF
253
BI Asset Management Fondsmaeglerselskab
Denmark
$2.13M +$1.88M +11,053 +518%
Truist Financial
254
Truist Financial
North Carolina
$2.12M +$71.2K +418 +3%
Rafferty Asset Management
255
Rafferty Asset Management
New York
$2.05M +$752K +4,417 +53%
M
256
Mirova
France
$2.05M +$123K +724 +6%
MCC
257
Malaga Cove Capital
California
$2.05M +$186K +1,092 +9%
JRCM
258
Jones Road Capital Management
New York
$2.02M – – –
MLICM
259
Metropolitan Life Insurance Company (MetLife)
New York
$2.01M -$22K -129 -1%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$2M -$246K -1,444 -10%
BBNA
261
Bremer Bank National Association
Minnesota
$1.99M +$2.09M +12,298 New
Neuberger Berman Group
262
Neuberger Berman Group
New York
$1.97M -$67.2K -395 -3%
Bank of Nova Scotia
263
Bank of Nova Scotia
Ontario, Canada
$1.97M -$18.6K -109 -0.9%
BHWM
264
Bar Harbor Wealth Management
New Hampshire
$1.96M +$154K +904 +8%
EC
265
Elequin Capital
New York
$1.94M +$2.05M +12,027 New
LAM
266
Lynch Asset Management
Pennsylvania
$1.94M – – –
HighTower Advisors
267
HighTower Advisors
Illinois
$1.86M +$295K +1,733 +18%
SAM
268
Securian Asset Management
Minnesota
$1.85M -$30.3K -178 -2%
SAM
269
Shell Asset Management
Netherlands
$1.85M +$143K +838 +8%
PAM
270
Panagora Asset Management
Massachusetts
$1.82M +$752K +4,417 +65%
PFO
271
Pathstone Family Office
New Jersey
$1.82M +$340 +2 +0%
CC
272
Centiva Capital
New York
$1.79M +$716K +4,208 +61%
KRS
273
Kentucky Retirement Systems
Kentucky
$1.78M +$8.17K +48 +0.4%
MSRPS
274
Maryland State Retirement & Pension System
Maryland
$1.77M +$61.1K +359 +3%
EMPI
275
Elo Mutual Pension Insurance
Finland
$1.75M +$54.5K +320 +3%
9 10
11
12 13

AVB Hedge Fund Activity: Q4 2022 in Review

634 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2022, worth a combined $20.2B — down 15% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AVB positions and 87 closed out — a net gain of 2 holders — while 227 added to existing stakes and 231 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $290M. The largest seller was UBS AM, exiting entirely with an estimated $219M sold.

  • 634 institutional investors held AvalonBay Communities (AVB) as of Q4 2022, down from 648 in Q3 2022.
  • Funds reported $20.2B of AvalonBay Communities stock for Q4 2022, down 15% quarter-over-quarter.
  • 89 funds opened new AvalonBay Communities positions in Q4 2022 and 87 closed out, a net change of +2 holders.
  • The largest AvalonBay Communities buyer in Q4 2022 was ClearBridge Investments, an estimated $290M added.
  • The largest AvalonBay Communities seller in Q4 2022 was UBS AM, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2022.