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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
BPM
401
Bowling Portfolio Management
Ohio
$332K +$455K +2,259 New
RG
402
Rikoon Group
New Mexico
$330K
RCM
403
RB Capital Management
Nevada
$312K +$132K +654 +40%
DLG
404
Daniel L. Goodwin
$299K +$409K +2,030 New
MCC
405
Malaga Cove Capital
California
$296K +$408K +2,026 New
Wolverine Trading
406
Wolverine Trading
Illinois
$294K -$3.61M -17,928 -90%
SACTSONJ
407
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$294K
SSA
408
Schonfeld Strategic Advisors
New York
$294K +$403K +2,000 New
MERSOM
409
Municipal Employees' Retirement System of Michigan
Michigan
$291K
SCM
410
Shelton Capital Management
Colorado
$278K
SAM
411
Strategy Asset Managers
California
$277K +$380K +1,886 New
Verition Fund Management
412
Verition Fund Management
Connecticut
$275K -$289K -1,436 -43%
UR
413
USCA RIA
Texas
$274K -$39.7K -197 -10%
BOS
414
Bingham Osborn & Scarborough
California
$273K +$3.83K +19 +1%
GLR
415
Great Lakes Retirement
Ohio
$272K +$35.5K +176 +11%
AAM
416
Advisors Asset Management
Colorado
$267K +$348K +1,727 +1,940%
FHB
417
First Hawaiian Bank
Hawaii
$265K -$106K -527 -23%
CWC
418
Carolinas Wealth Consulting
North Carolina
$263K +$357K +1,773 New
WA
419
Wambolt & Associates
Colorado
$255K -$8.26K -41 -2%
TC
420
TwinBeech Capital
New York
$254K -$483K -2,396 -58%
DT
421
Diversified Trust
Tennessee
$250K +$80.6K +400 +31%
SWM
422
Segment Wealth Management
Texas
$249K +$17.1K +85 +5%
GT
423
Greenleaf Trust
Michigan
$249K +$50.6K +251 +17%
FAAS
424
First Allied Advisory Services
California
$249K +$341K +1,691 New
Jennison Associates
425
Jennison Associates
New York
$245K -$79.8K -396 -19%

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.