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AvalonBay Communities
AVB

711 hedge funds and large institutions have $26.6B invested in AvalonBay Communities in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 287 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 225

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

11% more capital invested

Capital invested by funds: $24B → $26.6B (+$2.58B)

1% more funds holding

Funds holding: 703 → 711 (+8)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

0.65% less ownership

Funds ownership: 91.13% → 90.48% (-0.65%)

45% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $76.3M

Holders
711
Holders Change
+8
Holders Change %
+1.14%
% of All Funds
10.27%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
86
Increased
287
Reduced
225
Closed
71
Calls
$41.7M
Puts
$76.3M
Net Calls
-$34.6M
Net Calls Change
+$9.96M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$174M
2
Charles Schwab
Charles Schwab
California
+$120M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$88M
4
Cohen & Steers
Cohen & Steers
New York
+$78.4M
5
Morgan Stanley
Morgan Stanley
New York
+$58M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$254M
2
Citadel Advisors
Citadel Advisors
Florida
-$108M
3
DCP
D1 Capital Partners
New York
-$83.2M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$68.8M
5
CIM
Centersquare Investment Management
Pennsylvania
-$59.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
501
Cigna Investments
Connecticut
$308K -$4.45K -23 -2%
ACA
502
Atlas Capital Advisors
Wyoming
$305K +$285K +1,476 New
AIS
503
American Investment Services
Massachusetts
$303K -$22.4K -116 -7%
GPA
504
Garrison Point Advisors
California
$302K – – –
NCM
505
Next Capital Management
New York
$300K -$1.74K -9 -0.6%
EFG
506
Everhart Financial Group
Ohio
$295K +$275K +1,424 New
Bessemer Group
507
Bessemer Group
New Jersey
$294K -$34K -176 -11%
VAS
508
Vestmark Advisory Solutions
Massachusetts
$294K -$7.73K -40 -3%
TAM
509
Trillium Asset Management
Massachusetts
$293K -$589K -3,048 -68%
WIM
510
Warwick Investment Management
Texas
$291K +$27.1K +140 +11%
TNA
511
True North Advisors
Texas
$290K – – –
MHIC
512
Marble Harbor Investment Counsel
Massachusetts
$290K – – –
WOC
513
West Oak Capital
California
$290K – – –
Two Sigma Advisers
514
Two Sigma Advisers
New York
$290K +$19.3K +100 +8%
FTWA
515
Fifth Third Wealth Advisors
Ohio
$284K +$266K +1,374 New
LI
516
Lafayette Investments
Maryland
$279K – – –
CCA
517
Checchi Capital Advisers
California
$277K +$11.4K +59 +5%
CTC
518
Cetera Trust Company
Minnesota
$275K – – –
HWP
519
Highline Wealth Partners
California
$272K +$2.9K +15 +1%
OWM
520
OneAscent Wealth Management
Alabama
$267K +$250K +1,292 New
LAIC
521
Lederer & Associates Investment Counsel
California
$264K – – –
SWP
522
Stratos Wealth Partners
Ohio
$260K +$243K +1,256 New
PMSA
523
Patrick M. Sweeney & Associates
Illinois
$252K +$235K +1,218 New
HCA
524
Harbour Capital Advisors
Virginia
$246K – – –
OIA
525
OneDigital Investment Advisors
Kansas
$246K +$230K +1,189 New
19 20
21
22 23

AVB Hedge Fund Activity: Q2 2024 in Review

711 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q2 2024, worth a combined $26.6B — up 11% from $24B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AVB positions and 71 closed out — a net gain of 15 holders — while 287 added to existing stakes and 225 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $174M. The largest seller was UBS AM, cutting an estimated $254M.

  • 711 institutional investors held AvalonBay Communities (AVB) as of Q2 2024, up from 703 in Q1 2024.
  • Funds reported $26.6B of AvalonBay Communities stock for Q2 2024, up 11% quarter-over-quarter.
  • 86 funds opened new AvalonBay Communities positions in Q2 2024 and 71 closed out, a net change of +15 holders.
  • The largest AvalonBay Communities buyer in Q2 2024 was Goldman Sachs, an estimated $174M added.
  • The largest AvalonBay Communities seller in Q2 2024 was UBS AM, an estimated $254M sold.

Based on aggregated 13F filings for Q2 2024.