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AvalonBay Communities

648 hedge funds and large institutions have $23.7B invested in AvalonBay Communities in 2022 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 245 increasing their positions, 216 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $84.6M | Put options by funds: $29.8M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

13% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 216

3% more funds holding

Funds holding: 628648 (+20)

0.18% more ownership

Funds ownership: 92%92.18% (+0.18%)

5% less capital invested

Capital invested by funds: $25B → $23.7B (-$1.28B)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
648
Holders Change
+20
Holders Change %
+3.18%
% of All Funds
11.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
78
Increased
245
Reduced
216
Closed
53
Calls
$84.6M
Puts
$29.8M
Net Calls
+$54.9M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
551
Janiczek Wealth Management
Colorado
$65K +$4.84K +24 +7%
DMBA
552
Deseret Mutual Benefit Administrators
Utah
$62K -$15.7K -78 -19%
SSG
553
Summit Securities Group
New York
$62K +$9.08K +45 +15%
BTI
554
Blue Trust Inc
Georgia
$57K +$25K +124 +72%
MCC
555
Money Concepts Capital
Florida
$57K +$62.4K +309 New
GWM
556
Geneos Wealth Management
Colorado
$55K -$5.45K -27 -8%
Pacer Advisors
557
Pacer Advisors
Pennsylvania
$52K -$7.69M -38,110 -99%
C
558
Covestor
United Kingdom
$48K -$17.2K -85 -25%
TPCW
559
TD Private Client Wealth
New York
$46.6K +$9.28K +46 +22%
HIA
560
Harbor Investment Advisory
Maryland
$43K -$3.23K -16 -6%
AP
561
Arlington Partners
Alabama
$42K
CT
562
Cambridge Trust
Massachusetts
$41K -$605 -3 -1%
CAL
563
Capital Analysts LLC
Pennsylvania
$41K +$45K +223 New
CFO
564
CVA Family Office
Colorado
$40K +$40.4K +200 +1,333%
SWM
565
Spire Wealth Management
Virginia
$38K -$25K -124 -38%
BFPW
566
BOK Financial Private Wealth
Colorado
$38K
IA
567
IFP Advisors
Florida
$38K +$16.7K +83 +52%
ARS
568
Adirondack Retirement Specialists
New York
$38K +$42.2K +209 New
LC
569
Lindbrook Capital
California
$31K -$6.86K -34 -17%
SC
570
Sawyer & Company
Massachusetts
$29K
FF
571
FourThought Financial
Florida
$29K +$2.02K +10 +7%
PI
572
PineBridge Investments
New York
$29K +$31.9K +158 New
BCM
573
Blume Capital Management
California
$28K
PFBT
574
Parkside Financial Bank & Trust
Missouri
$27K +$14.5K +72 +100%
BEI
575
Benjamin Edwards Inc
Missouri
$26K -$355K -1,759 -93%

AVB Hedge Fund Activity: Q3 2022 in Review

648 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2022, worth a combined $23.7B — down 5.1% from $25B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AVB positions and 53 closed out — a net gain of 25 holders — while 245 added to existing stakes and 216 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $116M. The largest seller was Ameriprise, cutting an estimated $112M.

  • 648 institutional investors held AvalonBay Communities (AVB) as of Q3 2022, up from 628 in Q2 2022.
  • Funds reported $23.7B of AvalonBay Communities stock for Q3 2022, down 5.1% quarter-over-quarter.
  • 78 funds opened new AvalonBay Communities positions in Q3 2022 and 53 closed out, a net change of +25 holders.
  • The largest AvalonBay Communities buyer in Q3 2022 was Deutsche Bank, an estimated $116M added.
  • The largest AvalonBay Communities seller in Q3 2022 was Ameriprise, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2022.