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AvalonBay Communities
AVB

711 hedge funds and large institutions have $26.6B invested in AvalonBay Communities in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 287 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 225

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

11% more capital invested

Capital invested by funds: $24B → $26.6B (+$2.58B)

1% more funds holding

Funds holding: 703 → 711 (+8)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

0.65% less ownership

Funds ownership: 91.13% → 90.48% (-0.65%)

45% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $76.3M

Holders
711
Holders Change
+8
Holders Change %
+1.14%
% of All Funds
10.27%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
86
Increased
287
Reduced
225
Closed
71
Calls
$41.7M
Puts
$76.3M
Net Calls
-$34.6M
Net Calls Change
+$9.96M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$174M
2
Charles Schwab
Charles Schwab
California
+$120M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$88M
4
Cohen & Steers
Cohen & Steers
New York
+$78.4M
5
Morgan Stanley
Morgan Stanley
New York
+$58M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$254M
2
Citadel Advisors
Citadel Advisors
Florida
-$108M
3
DCP
D1 Capital Partners
New York
-$83.2M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$68.8M
5
CIM
Centersquare Investment Management
Pennsylvania
-$59.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
301
LBP AM
France
$2.21M +$2.06M +10,672 New
Kayne Anderson Rudnick Investment Management
302
Kayne Anderson Rudnick Investment Management
California
$2.2M -$95.5K -494 -4%
LAM
303
Lynch Asset Management
Pennsylvania
$2.17M – – –
BCM
304
Bayesian Capital Management
New York
$2.17M +$2.03M +10,500 New
AIM
305
Achmea Investment Management
Netherlands
$2.14M – – –
MPM
306
MBB Public Markets
Illinois
$2.12M +$1.98M +10,225 New
NW
307
Naviter Wealth
Arkansas
$2.1M +$68.8K +356 +4%
HV
308
HST Ventures
Utah
$2.1M -$1.23M -6,359 -39%
Pacer Advisors
309
Pacer Advisors
Pennsylvania
$2.09M +$90.5K +468 +5%
TYCC
310
Texas Yale Capital Corp
Florida
$1.99M +$289K +1,495 +18%
ET
311
Entropy Technologies
New York
$1.9M +$1.04M +5,378 +141%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$1.88M -$13.1K -68 -0.7%
Walleye Capital
313
Walleye Capital
New York
$1.87M +$1.64M +8,496 +1,531%
SIM
314
Sterling Investment Management
Arizona
$1.87M – – –
William Blair & Company
315
William Blair & Company
Illinois
$1.86M -$151K -779 -8%
DM
316
Delphi Management
Massachusetts
$1.84M +$117K +605 +7%
GM
317
GeoWealth Management
Illinois
$1.84M -$241K -1,248 -12%
Wealthfront Advisers
318
Wealthfront Advisers
California
$1.84M +$510K +2,637 +42%
AS
319
Altshuler Shaham
Israel
$1.82M -$481K -2,486 -22%
LCM
320
LDR Capital Management
New York
$1.8M -$152K -788 -8%
HI
321
Horizon Investments
North Carolina
$1.8M +$89.3K +462 +6%
Creative Planning
322
Creative Planning
Kansas
$1.78M +$326K +1,684 +24%
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$1.78M +$795K +4,110 +92%
RBC
324
Rye Brook Capital
Connecticut
$1.74M -$1.79M -9,270 -52%
NSEDCP
325
NJ State Employees Deferred Compensation Plan
New Jersey
$1.74M – – –
11 12
13
14 15

AVB Hedge Fund Activity: Q2 2024 in Review

711 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q2 2024, worth a combined $26.6B — up 11% from $24B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AVB positions and 71 closed out — a net gain of 15 holders — while 287 added to existing stakes and 225 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $174M. The largest seller was UBS AM, cutting an estimated $254M.

  • 711 institutional investors held AvalonBay Communities (AVB) as of Q2 2024, up from 703 in Q1 2024.
  • Funds reported $26.6B of AvalonBay Communities stock for Q2 2024, up 11% quarter-over-quarter.
  • 86 funds opened new AvalonBay Communities positions in Q2 2024 and 71 closed out, a net change of +15 holders.
  • The largest AvalonBay Communities buyer in Q2 2024 was Goldman Sachs, an estimated $174M added.
  • The largest AvalonBay Communities seller in Q2 2024 was UBS AM, an estimated $254M sold.

Based on aggregated 13F filings for Q2 2024.