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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
BCA
501
Berman Capital Advisors
Georgia
$25K +$16.5K +82 +86%
TRCT
502
Tower Research Capital (TRC)
New York
$24K +$3.02K +15 +10%
SC
503
Sawyer & Company
Massachusetts
$23K
PWMG
504
Prestige Wealth Management Group
New Jersey
$23K +$31.2K +155 New
PFBT
505
Parkside Financial Bank & Trust
Missouri
$21K -$10.3K -51 -27%
OSNBOA
506
Old Second National Bank of Aurora
Illinois
$21K
ZB
507
Zions Bancorporation
Utah
$19K -$54K -268 -68%
MMG
508
Monetary Management Group
Missouri
$18K
WAP
509
Wealthcare Advisory Partners
Pennsylvania
$18K +$1.61K +8 +7%
CI
510
CX Institutional
Indiana
$16K -$1.21K -6 -5%
DSC
511
Duncker Streett & Co
Missouri
$15K -$12.1K -60 -38%
EARNEST Partners
512
EARNEST Partners
Georgia
$15K
AAP
513
Arax Advisory Partners
Colorado
$15K +$20.1K +100 New
JWA
514
JFS Wealth Advisors
Pennsylvania
$14K
AIC
515
Ameritas Investment Company
Nebraska
$14K +$20.8K +103 New
IA
516
IFP Advisors
Florida
$13K +$1.81K +9 +11%
Rockefeller Capital Management
517
Rockefeller Capital Management
New York
$12K -$9.87K -49 -38%
M
518
Mirova
France
$11K
PGAM
519
Princeton Global Asset Management
New Jersey
$11K
CFB
520
Cullen/Frost Bankers
Texas
$10K -$2.82K -14 -17%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$10K
HFM
522
Hartford Financial Management
Connecticut
$10K
PO
523
Private Ocean
California
$10K
TAIM
524
TD Ameritrade Investment Management
Nebraska
$10K +$2.82K +14 +27%
GSWM
525
Golden State Wealth Management
California
$10K +$13.9K +69 New

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.