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AvalonBay Communities

645 hedge funds and large institutions have $22.7B invested in AvalonBay Communities in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 257 increasing their positions, 198 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 198

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

1% more funds holding

Funds holding: 641645 (+4)

0.43% less ownership

Funds ownership: 93.27%92.84% (-0.43%)

9% less capital invested

Capital invested by funds: $25.1B → $22.7B (-$2.38B)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

42% less call options, than puts

Call options by funds: $61.5M | Put options by funds: $105M

Holders
645
Holders Change
+4
Holders Change %
+0.62%
% of All Funds
10.24%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
77
Increased
257
Reduced
198
Closed
68
Calls
$61.5M
Puts
$105M
Net Calls
-$43.8M
Net Calls Change
-$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$167M +$3.42M +18,490 +2%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$138M -$22.2M -120,371 -13%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$137M +$3.39M +18,331 +2%
ACM
29
AEW Capital Management
Massachusetts
$136M +$930K +5,031 +0.6%
AAMU
30
APG Asset Management US
New York
$100M -$6.32M -34,202 -6%
LIMS
31
Lasalle Investment Management Securities
Maryland
$100M -$2.05M -11,070 -2%
Bank of America
32
Bank of America
North Carolina
$98.4M -$9.26M -50,079 -8%
American Century Companies
33
American Century Companies
Missouri
$91M +$5.76M +31,171 +6%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$90M -$1.71M -9,267 -2%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$87.1M +$526K +2,847 +0.6%
CIMLRA
36
CBRE Investment Management Listed Real Assets
Pennsylvania
$84M +$50M +270,542 +124%
DPIM
37
Duff & Phelps Investment Management
Illinois
$81.4M -$6.06M -32,805 -6%
Swiss National Bank
38
Swiss National Bank
Switzerland
$78.5M -$9.04M -48,900 -10%
Macquarie Group
39
Macquarie Group
Australia
$77.3M +$65.7M +355,699 +377%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$71.2M +$9.19M +49,733 +14%
Amundi
41
Amundi
France
$68.7M +$2.66M +14,368 +4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$66.2M +$12.9M +69,929 +22%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$60.5M +$1.63M +8,808 +3%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$60M +$8.35M +45,147 +15%
UBS Group
45
UBS Group
Switzerland
$58.8M +$5.3M +28,648 +9%
Axa
46
Axa
France
$57.1M -$2.97M -16,084 -5%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$54.6M +$31.9M +172,418 +118%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$54.5M +$1.39M +7,545 +2%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$53.7M -$852K -4,610 -1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$51.4M -$44.5K -241 -0.1%

AVB Hedge Fund Activity: Q3 2023 in Review

645 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2023, worth a combined $22.7B — down 9.5% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AVB positions and 68 closed out — a net gain of 9 holders — while 257 added to existing stakes and 198 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $96.1M. The largest seller was Invesco, cutting an estimated $155M.

  • 645 institutional investors held AvalonBay Communities (AVB) as of Q3 2023, up from 641 in Q2 2023.
  • Funds reported $22.7B of AvalonBay Communities stock for Q3 2023, down 9.5% quarter-over-quarter.
  • 77 funds opened new AvalonBay Communities positions in Q3 2023 and 68 closed out, a net change of +9 holders.
  • The largest AvalonBay Communities buyer in Q3 2023 was T. Rowe Price Associates, an estimated $96.1M added.
  • The largest AvalonBay Communities seller in Q3 2023 was Invesco, an estimated $155M sold.

Based on aggregated 13F filings for Q3 2023.