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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
FFS
351
Founders Financial Securities
Maryland
$1.36M +$64.2K +332 +5%
WA
352
Wambolt & Associates
Colorado
$1.34M +$143K +742 +13%
ACMA
353
Arbor Capital Management (Alaska)
Alaska
$1.33M -$12.8K -66 -1%
EOJOAM
354
E. Ohman J:or Asset Management
Sweden
$1.28M +$135K +700 +13%
TRCT
355
Tower Research Capital (TRC)
New York
$1.28M -$309K -1,596 -21%
GLR
356
Great Lakes Retirement
Ohio
$1.27M +$196K +1,015 +20%
SPIA
357
Steward Partners Investment Advisory
New York
$1.27M -$17.4K -90 -1%
RIM
358
Rakuten Investment Management
Japan
$1.25M +$431K +2,230 +58%
Osaic Holdings
359
Osaic Holdings
Arizona
$1.24M -$1.52M -7,849 -57%
SBIA
360
Sheaff Brock Investment Advisors
Indiana
$1.23M -$77.1K -399 -6%
PI
361
PGGM Investments
Netherlands
$1.18M +$218K +1,127 +25%
OAM
362
Oppenheimer Asset Management
New York
$1.17M +$109K +563 +11%
VIM
363
Vinva Investment Management
Australia
$1.17M +$554K +2,865 +103%
DT
364
Diversified Trust
Tennessee
$1.14M +$1.06M +5,506 New
BSA
365
Bull Street Advisors
Georgia
$1.13M – – –
JSSH
366
J. Safra Sarasin Holding
$1.11M +$1.04M +5,369 New
PPW
367
Pasadena Private Wealth
California
$1.1M -$37.7K -195 -4%
O
368
Ossiam
France
$1.09M +$73.5K +380 +8%
Envestnet Portfolio Solutions
369
Envestnet Portfolio Solutions
Illinois
$1.09M +$22.6K +117 +2%
WCM
370
Wedge Capital Management
North Carolina
$1.07M -$1.29M -6,664 -56%
BHPW
371
Beverly Hills Private Wealth
California
$1.05M +$403K +2,085 +69%
AAM
372
AR Asset Management
California
$1.03M – – –
TWC
373
TD Waterhouse Canada
Ontario, Canada
$1.03M +$48.3K +250 +5%
SW
374
SVB Wealth
Massachusetts
$996K -$138K -713 -13%
AT
375
Arden Trust
Delaware
$993K -$38.5K -199 -4%
13 14
15
16 17

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.