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AvalonBay Communities

634 hedge funds and large institutions have $20.2B invested in AvalonBay Communities in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 231 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $18.3M

2% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 87

2% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 231

1.09% less ownership

Funds ownership: 92.18%91.09% (-1.1%)

2% less funds holding

Funds holding: 648634 (-14)

15% less capital invested

Capital invested by funds: $23.7B → $20.2B (-$3.49B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
634
Holders Change
-14
Holders Change %
-2.16%
% of All Funds
10.19%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
227
Reduced
231
Closed
87
Calls
$45.7M
Puts
$18.3M
Net Calls
+$27.4M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
426
Strategy Asset Managers
California
$344K -$35.7K -210 -9%
AWM
427
Axxcess Wealth Management
California
$343K +$362K +2,126 New
QCM
428
Quantinno Capital Management
New York
$337K +$355K +2,086 New
SIG
429
Stonegate Investment Group
Alabama
$334K +$352K +2,066 New
GT
430
Glenmede Trust
Pennsylvania
$329K +$4.26K +25 +1%
WCF
431
West Coast Financial
California
$327K +$12.1K +71 +4%
SACTSONJ
432
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$323K
BFM
433
Boothbay Fund Management
New York
$321K -$47.5K -279 -12%
PRC
434
Pearl River Capital
Michigan
$317K +$334K +1,964 New
RJT
435
Raymond James Trust
Florida
$312K +$329K +1,934 New
Cambridge Investment Research Advisors
436
Cambridge Investment Research Advisors
Iowa
$310K +$10.2K +60 +3%
LWM
437
LJI Wealth Management
Indiana
$310K +$327K +1,919 New
WA
438
Wambolt & Associates
Colorado
$310K -$4.26K -25 -1%
Dimensional Fund Advisors
439
Dimensional Fund Advisors
Texas
$307K -$21.1M -123,799 -6%
LOAMS
440
Lombard Odier Asset Management (Switzerland)
Switzerland
$306K +$323K +1,897 New
IG
441
ING Group
Netherlands
$305K +$321K +1,886 New
LIM
442
Longfellow Investment Management
Massachusetts
$303K +$40.5K +238 +15%
YIH
443
Y-Intercept (HK)
Hong Kong
$301K -$1.76M -10,366 -85%
Tudor Investment Corp
444
Tudor Investment Corp
Connecticut
$300K -$661K -3,882 -68%
AIP
445
Ameritas Investment Partners
Nebraska
$298K
GT
446
Greenleaf Trust
Michigan
$296K -$101K -594 -24%
GEM
447
Global Endowment Management
North Carolina
$290K +$18.2K +107 +6%
EW
448
Evoke Wealth
California
$289K -$294K -1,725 -49%
CC
449
Cipher Capital
New York
$284K +$299K +1,756 New
MHIC
450
Marble Harbor Investment Counsel
Massachusetts
$283K +$298K +1,750 New

AVB Hedge Fund Activity: Q4 2022 in Review

634 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2022, worth a combined $20.2B — down 15% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AVB positions and 87 closed out — a net gain of 2 holders — while 227 added to existing stakes and 231 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $290M. The largest seller was UBS AM, exiting entirely with an estimated $219M sold.

  • 634 institutional investors held AvalonBay Communities (AVB) as of Q4 2022, down from 648 in Q3 2022.
  • Funds reported $20.2B of AvalonBay Communities stock for Q4 2022, down 15% quarter-over-quarter.
  • 89 funds opened new AvalonBay Communities positions in Q4 2022 and 87 closed out, a net change of +2 holders.
  • The largest AvalonBay Communities buyer in Q4 2022 was ClearBridge Investments, an estimated $290M added.
  • The largest AvalonBay Communities seller in Q4 2022 was UBS AM, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2022.