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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
CAM
426
Cresset Asset Management
Illinois
$245K +$50.6K +251 +18%
GIA
427
Gateway Investment Advisers
Ohio
$241K +$35.5K +176 +12%
BFM
428
Boston Financial Management
Massachusetts
$240K -$80.6K -400 -20%
HW
429
Hancock Whitney
Mississippi
$227K +$119K +592 +62%
IWM
430
IHT Wealth Management
Illinois
$225K -$78.8K -391 -20%
AF
431
Arrow Financial
New York
$225K
BBVA
432
Banco Bilbao Vizcaya Argentaria
Spain
$224K +$9.87K +49 +3%
FMC
433
First Merchants Corp
Indiana
$221K
LAIC
434
Lederer & Associates Investment Counsel
California
$217K -$133K -658 -31%
LS
435
Livforsakringsbolaget Skandia
Sweden
$217K +$101K +500 +51%
BWAM
436
Boyd Watterson Asset Management
Ohio
$217K +$297K +1,472 New
PCM
437
Penserra Capital Management
California
$216K +$80.2K +398 +43%
FA
438
FDx Advisors
Illinois
$213K +$73.9K +367 +34%
BRWA
439
B. Riley Wealth Advisors
Florida
$212K +$51K +253 +21%
EMG
440
ETF Managers Group
New Jersey
$210K +$28.2K +140 +11%
O
441
Ossiam
France
$208K -$2.49M -12,356 -90%
AWM
442
Avior Wealth Management
Nebraska
$208K
RTC
443
Riverview Trust Company
Washington
$200K -$39.3K -195 -13%
RIM
444
Rampart Investment Management
Connecticut
$173K -$1.64M -8,160 -87%
HNB
445
Huntington National Bank
Ohio
$151K -$12.3K -61 -6%
First Manhattan
446
First Manhattan
New York
$151K
TPCW
447
TD Private Client Wealth
New York
$143K -$10.5K -52 -5%
Parallax Volatility Advisers
448
Parallax Volatility Advisers
California
$141K +$193K +958 New
M
449
MOTCO
Texas
$139K +$1.01K +5 +0.5%
WT
450
Whittier Trust
California
$137K -$78K -387 -29%

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.