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AvalonBay Communities

648 hedge funds and large institutions have $23.7B invested in AvalonBay Communities in 2022 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 245 increasing their positions, 216 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $84.6M | Put options by funds: $29.8M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

13% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 216

3% more funds holding

Funds holding: 628648 (+20)

0.18% more ownership

Funds ownership: 92%92.18% (+0.18%)

5% less capital invested

Capital invested by funds: $25B → $23.7B (-$1.28B)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
648
Holders Change
+20
Holders Change %
+3.18%
% of All Funds
11.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
78
Increased
245
Reduced
216
Closed
53
Calls
$84.6M
Puts
$29.8M
Net Calls
+$54.9M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
351
Bank Julius Baer & Co
Switzerland
$989K -$514K -2,547 -32%
Verition Fund Management
352
Verition Fund Management
Connecticut
$959K +$1.05M +5,207 New
NMIMC
353
Northwestern Mutual Investment Management Company
Wisconsin
$957K -$207K -1,024 -16%
SCM
354
Schnieders Capital Management
California
$953K -$161K -800 -13%
MM
355
MQS Management
New York
$949K +$1.04M +5,150 New
KRSITF
356
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$923K +$47.2K +234 +5%
AAM
357
AR Asset Management
California
$921K
ETC
358
Exchange Traded Concepts
Oklahoma
$917K +$33.5K +166 +3%
PFC
359
Phocas Financial Corp
California
$887K
LSA
360
Leonteq Securities AG
Switzerland
$875K
AIM
361
Aurora Investment Managers
Florida
$873K +$13.5K +67 +1%
CB
362
Commerce Bank
Missouri
$855K -$63.4K -314 -6%
KeyBank National Association
363
KeyBank National Association
Ohio
$843K -$21K -104 -2%
Arrowstreet Capital
364
Arrowstreet Capital
Massachusetts
$835K +$128K +636 +16%
Assenagon Asset Management
365
Assenagon Asset Management
Luxembourg
$818K +$659K +3,264 +277%
FM
366
Forward Management
California
$810K +$888K +4,400 New
EM
367
Excalibur Management
Massachusetts
$792K -$3.03K -15 -0.3%
GIM
368
Grassi Investment Management
California
$771K
IF
369
Intrua Financial
Texas
$771K +$156K +775 +23%
SCP
370
Stamos Capital Partners
California
$763K -$208K -1,030 -20%
MGP
371
Metis Global Partners
California
$749K +$179K +886 +28%
ASN
372
Advisory Services Network
Georgia
$737K +$27K +134 +3%
TYCC
373
Texas Yale Capital Corp
Florida
$732K +$37.7K +187 +5%
NW
374
Naviter Wealth
Arkansas
$721K +$783K +3,880 New
KA
375
Kintegral Advisory
New York
$717K

AVB Hedge Fund Activity: Q3 2022 in Review

648 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2022, worth a combined $23.7B — down 5.1% from $25B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AVB positions and 53 closed out — a net gain of 25 holders — while 245 added to existing stakes and 216 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $116M. The largest seller was Ameriprise, cutting an estimated $112M.

  • 648 institutional investors held AvalonBay Communities (AVB) as of Q3 2022, up from 628 in Q2 2022.
  • Funds reported $23.7B of AvalonBay Communities stock for Q3 2022, down 5.1% quarter-over-quarter.
  • 78 funds opened new AvalonBay Communities positions in Q3 2022 and 53 closed out, a net change of +25 holders.
  • The largest AvalonBay Communities buyer in Q3 2022 was Deutsche Bank, an estimated $116M added.
  • The largest AvalonBay Communities seller in Q3 2022 was Ameriprise, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2022.