AVB icon

AvalonBay Communities
AVB

Overview Fund Activity

640 hedge funds and large institutions have $22.6B invested in AvalonBay Communities in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 68 closing their positions.

Holders
640
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
75
Increased
255
Reduced
197
Closed
68
Calls
$61.5M
Puts
$105M
Net Calls
-$43.8M
Net Calls Change
-$37.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$962M
2
Macquarie Group
2
Macquarie Group
Australia
$77.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$395M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$84M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$54.6M

Top Sellers

1
DCP
1
D1 Capital Partners
New York
$0
2
Invesco
2
Invesco
Georgia
$304M
3
State Street
3
State Street
Massachusetts
$1.65B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$823M
5
HRES
5
Heitman Real Estate Securities
Illinois
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SWS
501
SYSTM Wealth Solutions
Illinois
$216K 1,260 -270 -18%
AWS
502
Atria Wealth Solutions
New York
$214K 1,235 -12 -1%
SOW
503
State of Wyoming
Wyoming
$212K 1,236 +1,069 +640%
CIM
504
Cambria Investment Management
California
$212K 1,235 +1,235 New
PA
505
Probity Advisors
Texas
$209K 1,218 +66 +6%
EF
506
Empowered Funds
Pennsylvania
$208K 1,210 +1,210 New
BWAM
507
Boyd Watterson Asset Management
Ohio
$207K 1,205 -2 -0.2%
HCA
508
Harbour Capital Advisors
Virginia
$207K 1,205 – –
MW
509
Marcum Wealth
Ohio
$205K 1,193 -387 -24%
BAM
510
BOS Asset Management
Illinois
$202K 1,175 -196 -14%
MLIC
511
Mandatum Life Insurance Company
Finland
$201K 1,170 – –
RB
512
Renasant Bank
Mississippi
$201K 1,170 -377 -24%
T
513
TOBAM
France
$187K 1,089 -147 -12%
HL
514
HeadInvest LLC
Maine
$169K 1,008 +1,008 New
CCP
515
Carmel Capital Partners
California
$162K 945 +4 +0.4%
Twin Tree Management
516
Twin Tree Management
Texas
$151K 880 +880 New
PA
517
Parallel Advisors
California
$146K 851 +60 +8%
SIM
518
Sentry Investment Management
Wisconsin
$140K 813 -111 -12%
M
519
MOTCO
Texas
$128K 745 – –
GEA
520
Glen Eagle Advisors
New Jersey
$123K 717 -24 -3%
RFA
521
Resurgent Financial Advisors
Georgia
$121K 707 -18 -2%
NP
522
Ninepoint Partners
Ontario, Canada
$112K 651 +651 New
JWM
523
Janiczek Wealth Management
Colorado
$107K 624 +66 +12%
AF
524
Allworth Financial
California
$97K 565 +129 +30%
AA
525
Alta Advisers
United Kingdom
$85.9K 500 – –
19 20
21
22 23