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AvalonBay Communities

549 hedge funds and large institutions have $26.5B invested in AvalonBay Communities in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 230 increasing their positions, 171 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 171

2% more capital invested

Capital invested by funds: $26B → $26.5B (+$521M)

0.38% more ownership

Funds ownership: 93.34%93.72% (+0.38%)

6% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 50

2% less funds holding

Funds holding: 558549 (-9)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

11% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $70.4M

Holders
549
Holders Change
-9
Holders Change %
-1.61%
% of All Funds
11.92%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.48%
New
47
Increased
230
Reduced
171
Closed
50
Calls
$62.4M
Puts
$70.4M
Net Calls
-$8.09M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
501
Monetary Management Group
Missouri
$25K
ESB
502
Essex Savings Bank
Connecticut
$25K +$20.7K +102 +510%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$25K +$22.3K +110 +846%
WAP
504
Wealthcare Advisory Partners
Pennsylvania
$24K +$14.8K +73 +166%
NL
505
NVWM LLC
Pennsylvania
$23K
CB
506
Community Bank
New York
$20K
JWA
507
JFS Wealth Advisors
Pennsylvania
$20K +$203 +1 +1%
EARNEST Partners
508
EARNEST Partners
Georgia
$20K +$5.27K +26 +36%
SCA
509
Stonebridge Capital Advisors
Minnesota
$20K +$19.5K +96 New
Rockefeller Capital Management
510
Rockefeller Capital Management
New York
$19K -$41.5K -205 -69%
CJA
511
C-J Advisory
California
$19K
BCA
512
Berman Capital Advisors
Georgia
$19K +$6.08K +30 +46%
GSWM
513
Golden State Wealth Management
California
$14K
HFM
514
Hartford Financial Management
Connecticut
$14K
PO
515
Private Ocean
California
$14K
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$13K +$608 +3 +5%
CI
517
CX Institutional
Indiana
$13K +$6.48K +32 +107%
IFAM
518
Institutional & Family Asset Management
Colorado
$12K
RE
519
RBC Europe
United Kingdom
$11.2K
TAIM
520
TD Ameritrade Investment Management
Nebraska
$11K +$405 +2 +4%
ASN
521
Advisory Services Network
Georgia
$11K +$11.1K +55 New
AIM
522
Anchor Investment Management
South Carolina
$10.2K
BBA
523
Braun-Bostich & Associates
Pennsylvania
$10K
SWP
524
Strategic Wealth Partners
Ohio
$10K +$10.1K +50 New
HR
525
Howe & Rusling
New York
$9K -$405 -2 -5%

AVB Hedge Fund Activity: Q2 2019 in Review

549 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q2 2019, worth a combined $26.5B — up 2% from $26B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of AVB and 47 opened new positions — a net loss of 3 holders — while 171 trimmed existing stakes and 230 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $281M. The largest seller was JP Morgan Chase, cutting an estimated $143M.

  • 549 institutional investors held AvalonBay Communities (AVB) as of Q2 2019, down from 558 in Q1 2019.
  • Funds reported $26.5B of AvalonBay Communities stock for Q2 2019, up 2% quarter-over-quarter.
  • 47 funds opened new AvalonBay Communities positions in Q2 2019 and 50 closed out, a net change of -3 holders.
  • The largest AvalonBay Communities buyer in Q2 2019 was Parnassus Investments, an estimated $281M added.
  • The largest AvalonBay Communities seller in Q2 2019 was JP Morgan Chase, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2019.