We are live on ! Find out more
AVB icon

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
TCOV
526
Trust Company of Vermont
Vermont
$9K +$2.63K +13 +42%
AC
527
Avestar Capital
New York
$8K
TFO
528
Tarbox Family Office
California
$8K
BL
529
Balentine LLC
Georgia
$8K +$1.42K +7 +22%
CTC
530
Central Trust Company
Missouri
$7K
WPA
531
West Paces Advisors
Georgia
$6.09K
SWA
532
Sutton Wealth Advisors
Florida
$5.28K
GRP
533
Global Retirement Partners
California
$5K -$3.04K -15 -37%
Carson Wealth (CWM LLC)
534
Carson Wealth (CWM LLC)
Nebraska
$5K
EWA
535
Evolution Wealth Advisors
Florida
$5K +$5.07K +25 New
LGWM
536
Litman Gregory Wealth Management
California
$5K +$5.47K +27 New
ED
537
Exane Derivatives
France
$4.67K +$4.66K +23 New
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$4K +$810 +4 +25%
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$3K
AF
540
Advisornet Financial
Minnesota
$3K +$3.24K +16 New
BBHC
541
Brown Brothers Harriman & Co
New York
$2K -$81.9K -404 -98%
FPFS
542
First Personal Financial Services
North Carolina
$2K
GWS
543
Glassman Wealth Services
Virginia
$2K
GWMIA
544
Global Wealth Management Investment Advisory
Florida
$2K
LWM
545
Lenox Wealth Management
Ohio
$2K
BWM
546
BerganKDV Wealth Management
Minnesota
$1K
CFA
547
Camarda Financial Advisors
Florida
$1K
CIR
548
Clear Investment Research
Georgia
$1K
LWM
549
Liberty Wealth Management
California
$1K
TWA
550
TCI Wealth Advisors
Arizona
$1K

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.