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AvalonBay Communities

562 hedge funds and large institutions have $19.3B invested in AvalonBay Communities in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $58.8M | Put options by funds: $25.3M

3% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 209

0.8% less ownership

Funds ownership: 94.02%93.22% (-0.8%)

5% less funds holding

Funds holding: 592562 (-30)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

27% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 94

30% less capital invested

Capital invested by funds: $27.5B → $19.3B (-$8.22B)

Holders
562
Holders Change
-30
Holders Change %
-5.07%
% of All Funds
12.38%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.33%
New
69
Increased
216
Reduced
209
Closed
94
Calls
$58.8M
Puts
$25.3M
Net Calls
+$33.5M
Net Calls Change
-$8.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
276
Crossmark Global Holdings
Texas
$1.38M -$103K -510 -5%
V
277
Veritable
Delaware
$1.37M +$786K +3,902 +72%
CWM
278
Concentric Wealth Management
California
$1.35M +$103K +510 +6%
COPPSERS
279
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.31M -$14.3K -71 -0.8%
NMERB
280
New Mexico Educational Retirement Board
New Mexico
$1.3M -$383K -1,900 -18%
Wealthfront Advisers
281
Wealthfront Advisers
California
$1.27M +$496K +2,462 +40%
NSEDCP
282
NJ State Employees Deferred Compensation Plan
New Jersey
$1.24M
AC
283
Athanor Capital
New York
$1.22M +$181K +900 +12%
Schroder Investment Management Group
284
Schroder Investment Management Group
United Kingdom
$1.22M -$1.54M -7,660 -48%
QI
285
QS Investors
New York
$1.22M +$20.1K +100 +1%
ACM
286
Alethea Capital Management
Washington
$1.2M +$1.64M +8,163 New
LIA
287
LS Investment Advisors
Michigan
$1.2M -$117K -581 -7%
HighTower Advisors
288
HighTower Advisors
Illinois
$1.18M +$1.62M +8,035 New
LPL Financial
289
LPL Financial
California
$1.17M +$320K +1,588 +25%
SW
290
SVB Wealth
Massachusetts
$1.14M -$97.1K -482 -6%
SLI
291
Sumitomo Life Insurance
Japan
$1.14M +$15.1K +75 +1%
BA
292
Bridgewater Associates
Connecticut
$1.14M +$1.56M +7,721 New
EGM
293
Engineers Gate Manager
New York
$1.14M -$966K -4,796 -38%
Lazard Asset Management
294
Lazard Asset Management
New York
$1.11M -$60K -298 -4%
MF
295
Magnetar Financial
Illinois
$1.08M +$1.48M +7,357 New
NMIMC
296
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M +$372K +1,848 +34%
AAM
297
Azzad Asset Management
Virginia
$1.04M -$1.42M -7,070 -50%
N
298
Natixis
France
$1.04M -$751K -3,730 -35%
CANY
299
Caxton Associates (New York)
New York
$1.03M +$1.42M +7,025 New
William Blair & Company
300
William Blair & Company
Illinois
$1.01M -$119K -590 -8%

AVB Hedge Fund Activity: Q1 2020 in Review

562 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2020, worth a combined $19.3B — down 30% from $27.5B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AVB and 69 opened new positions — a net loss of 25 holders — while 209 trimmed existing stakes and 216 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $203M. The largest seller was Fidelity Investments, cutting an estimated $348M.

  • 562 institutional investors held AvalonBay Communities (AVB) as of Q1 2020, down from 592 in Q4 2019.
  • Funds reported $19.3B of AvalonBay Communities stock for Q1 2020, down 30% quarter-over-quarter.
  • 69 funds opened new AvalonBay Communities positions in Q1 2020 and 94 closed out, a net change of -25 holders.
  • The largest AvalonBay Communities buyer in Q1 2020 was Sumitomo Mitsui Trust Group, an estimated $203M added.
  • The largest AvalonBay Communities seller in Q1 2020 was Fidelity Investments, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2020.