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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
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$984K -$28.6K -148 -3%
KRSITF
377
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$948K -$19.5K -101 -2%
NMIMC
378
Northwestern Mutual Investment Management Company
Wisconsin
$935K +$3.48K +18 +0.4%
LMIM
379
Lockheed Martin Investment Management
Maryland
$910K -$524K -2,710 -38%
Assenagon Asset Management
380
Assenagon Asset Management
Luxembourg
$894K -$5.8K -30 -0.7%
CC
381
Centiva Capital
New York
$891K +$833K +4,309 New
UCFA
382
United Capital Financial Advisors
Texas
$879K +$109K +563 +15%
PAM
383
Panagora Asset Management
Massachusetts
$877K -$471K -2,435 -36%
FTDI
384
First Trust Direct Indexing
Massachusetts
$877K +$128K +663 +19%
SSA
385
Schonfeld Strategic Advisors
New York
$872K -$16.7M -86,426 -95%
FC
386
FORA Capital
Florida
$842K -$2.77M -14,314 -78%
SAI
387
Savvy Advisors Inc
New York
$830K +$775K +4,011 New
EWP
388
Elevation Wealth Partners
California
$823K – – –
EM
389
Excalibur Management
Massachusetts
$817K -$6.77K -35 -0.9%
NIM
390
NEOS Investment Management
Connecticut
$809K +$193K +996 +34%
CT
391
Caldwell Trust
Florida
$809K +$106K +550 +16%
PCM
392
Penserra Capital Management
California
$799K +$32.9K +170 +5%
MYAM
393
Meiji Yasuda Asset Management
Japan
$794K +$69.4K +359 +10%
OIAM
394
OFI Invest Asset Management
France
$793K – – –
GIM
395
Grassi Investment Management
California
$793K -$48.3K -250 -6%
FRM
396
Fox Run Management
Connecticut
$782K +$731K +3,779 New
Wolverine Trading
397
Wolverine Trading
Illinois
$765K +$148K +768 +26%
RJFSA
398
Raymond James Financial Services Advisors
Florida
$755K +$201K +1,038 +40%
UOC
399
UBS O'Connor
Illinois
$745K +$696K +3,600 New
GC
400
Guidance Capital
Kentucky
$740K +$19.3K +100 +3%
14 15
16
17 18

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.