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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
KPWS
526
Kestra Private Wealth Services
Texas
$246K +$10.8K +56 +5%
BWAM
527
Boyd Watterson Asset Management
Ohio
$246K – – –
IIM
528
INTECH Investment Management
Florida
$245K -$76K -393 -25%
MLIC
529
Mandatum Life Insurance Company
Finland
$242K – – –
BFG
530
Bleakley Financial Group
New Jersey
$240K +$3.48K +18 +2%
SW
531
Simplicity Wealth
New Jersey
$240K +$3.48K +18 +2%
CVA
532
Central Valley Advisors
California
$239K +$773 +4 New
DC
533
Davenport & Co
Virginia
$239K +$11.4K +59 +5%
SCM
534
Sandler Capital Management
New York
$238K – – –
CG
535
Caprock Group
Idaho
$236K +$219K +1,133 New
HWM
536
HB Wealth Management
Georgia
$235K +$219K +1,135 New
AHL
537
Abel Hall LLC
Louisiana
$232K +$6.77K +35 +3%
SC
538
Savant Capital
Illinois
$231K -$15.7K -81 -7%
BTI
539
Blue Trust Inc
Georgia
$230K +$163K +843 +212%
PF
540
Phoenix Financial
Israel
$226K +$211K +1,093 New
PPWP
541
Premier Path Wealth Partners
New Jersey
$226K +$211K +1,091 New
NP
542
NorthRock Partners
Minnesota
$225K +$208K +1,077 New
T
543
TOBAM
France
$224K +$36.5K +189 +21%
RB
544
Renasant Bank
Mississippi
$223K -$1.35K -7 -0.6%
FAFN
545
First Affirmative Financial Network
Colorado
$219K -$12.4K -64 -6%
NHC
546
Nicholas Hoffman & Company
Georgia
$218K +$204K +1,054 New
QCG
547
Quadrant Capital Group
Ohio
$218K -$10.1K -52 -5%
NWM
548
Napa Wealth Management
California
$215K +$200K +1,037 New
GWA
549
Gratus Wealth Advisors
Virginia
$214K +$200K +1,034 New
PI
550
PFG Investments
New York
$214K +$200K +1,034 New
20 21
22
23 24

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.