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AvalonBay Communities
AVB

645 hedge funds and large institutions have $32.1B invested in AvalonBay Communities in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 247 increasing their positions, 167 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $152M | Put options by funds: $43.8M

153% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 43

48% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 167

15% more capital invested

Capital invested by funds: $28B → $32.1B (+$4.08B)

10% more funds holding

Funds holding: 589 → 645 (+56)

0.48% more ownership

Funds ownership: 90.66% → 91.14% (+0.48%)

17% less funds holding in top 10

Funds holding in top 10: 18 → 15 (-3)

Holders
645
Holders Change
+56
Holders Change %
+9.51%
% of All Funds
9.93%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
109
Increased
247
Reduced
167
Closed
43
Calls
$152M
Puts
$43.8M
Net Calls
+$108M
Net Calls Change
+$58.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$238M
2
BlackRock
BlackRock
New York
+$214M
3
ZP
Zimmer Partners
New York
+$207M
4
State Street
State Street
Massachusetts
+$157M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$113M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$445M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$256M
3
JP Morgan Chase
JP Morgan Chase
New York
-$216M
4
HRES
Heitman Real Estate Securities
Illinois
-$157M
5
N
Nuveen
North Carolina
-$92.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
376
Colony Group
Massachusetts
$824K +$276K +1,157 +55%
CPR
377
CSU Producer Resources
Ohio
$821K – – –
E
378
Ergoteles
New York
$817K +$166K +697 +27%
DLG
379
Daniel L. Goodwin
$815K – – –
GIA
380
Guyasuta Investment Advisors
Pennsylvania
$813K -$8.35K -35 -1%
CI
381
Cigna Investments
Connecticut
$803K -$279K -1,170 -27%
HWA
382
Heritage Wealth Advisors
Virginia
$789K +$59.6K +250 +9%
BCV
383
Banque Cantonale Vaudoise
Switzerland
$788K – – –
DT
384
Diversified Trust
Tennessee
$770K -$97.3K -408 -12%
UB
385
UMB Bank
Missouri
$754K +$713K +2,988 New
AA
386
ALPS Advisors
Colorado
$738K +$697K +2,922 New
APA
387
American Portfolios Advisors
New York
$736K +$133K +556 +24%
LCS
388
Levin Capital Strategies
New York
$714K – – –
ST
389
Spinnaker Trust
Maine
$707K – – –
Lazard Asset Management
390
Lazard Asset Management
New York
$666K +$41K +172 +7%
NA
391
NewEdge Advisors
Louisiana
$660K +$624K +2,615 New
MCCP
392
Mission Creek Capital Partners
California
$658K – – –
AS
393
Altshuler Shaham
Israel
$658K +$618K +2,593 New
TAIM
394
TD Ameritrade Investment Management
Nebraska
$656K -$44.6K -187 -7%
FT
395
Fiduciary Trust
Massachusetts
$651K – – –
VI
396
Vestcor Inc
New Brunswick, Canada
$651K +$124K +520 +25%
Credit Agricole
397
Credit Agricole
France
$643K +$431K +1,806 +244%
Acadian Asset Management
398
Acadian Asset Management
Massachusetts
$642K -$1.69M -7,084 -74%
IC
399
IEQ Capital
California
$634K +$63K +264 +12%
BEI
400
Benjamin Edwards Inc
Missouri
$617K +$12.6K +53 +2%
14 15
16
17 18

AVB Hedge Fund Activity: Q4 2021 in Review

645 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2021, worth a combined $32.1B — up 15% from $28B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new AVB positions and 43 closed out — a net gain of 66 holders — while 247 added to existing stakes and 167 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $238M. The largest seller was PGGM Investments, cutting an estimated $445M.

  • 645 institutional investors held AvalonBay Communities (AVB) as of Q4 2021, up from 589 in Q3 2021.
  • Funds reported $32.1B of AvalonBay Communities stock for Q4 2021, up 15% quarter-over-quarter.
  • 109 funds opened new AvalonBay Communities positions in Q4 2021 and 43 closed out, a net change of +66 holders.
  • The largest AvalonBay Communities buyer in Q4 2021 was Wellington Management Group, an estimated $238M added.
  • The largest AvalonBay Communities seller in Q4 2021 was PGGM Investments, an estimated $445M sold.

Based on aggregated 13F filings for Q4 2021.