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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
FWIA
326
Fort Washington Investment Advisors
Ohio
$706K +$101K +500 +12%
MCL
327
MIK Capital LP
New York
$706K +$967K +4,800 New
Teacher Retirement System of Texas
328
Teacher Retirement System of Texas
Texas
$702K -$187K -929 -16%
Susquehanna International Group
329
Susquehanna International Group
Pennsylvania
$701K -$7.24M -35,963 -88%
CEP
330
Chicago Equity Partners
Illinois
$681K +$933K +4,630 New
MYAM
331
Meiji Yasuda Asset Management
Japan
$673K -$2.57M -12,760 -74%
AP
332
Advisor Partners
California
$672K +$320K +1,588 +53%
KIA
333
KCM Investment Advisors
California
$664K +$39.3K +195 +5%
RJFSA
334
Raymond James Financial Services Advisors
Florida
$661K +$569K +2,822 +169%
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$656K -$199K -987 -18%
Credit Agricole
336
Credit Agricole
France
$654K +$410K +2,035 +84%
EM
337
Excalibur Management
Massachusetts
$648K -$10.7K -53 -1%
BC
338
Brinker Capital
Pennsylvania
$627K -$50K -248 -6%
CG
339
Colony Group
Massachusetts
$627K +$2.02K +10 +0.2%
TYCC
340
Texas Yale Capital Corp
Florida
$624K -$15.9K -79 -2%
KRSITF
341
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$623K +$187K +926 +28%
AA
342
ALPS Advisors
Colorado
$622K -$255K -1,265 -23%
GIM
343
Grassi Investment Management
California
$616K -$20.1K -100 -2%
PFM
344
Patton Fund Management
Texas
$608K -$2.33M -11,589 -74%
FM
345
Forward Management
California
$604K
KAM
346
Karani Asset Management
New York
$604K +$319K +1,584 +63%
LOAMS
347
Lombard Odier Asset Management (Switzerland)
Switzerland
$594K -$1.12M -5,557 -58%
BCV
348
Banque Cantonale Vaudoise
Switzerland
$592K
AIC
349
Aurora Investment Counsel
Georgia
$586K -$159K -791 -17%
SF
350
Synovus Financial
Georgia
$586K +$7.66K +38 +1%

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.