We are live on ! Find out more
AVB icon

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
AFG
551
Atomi Financial Group
New York
$213K +$199K +1,031 New
SIG
552
Sargent Investment Group
Maryland
$212K +$198K +1,025 New
KIA
553
Knollwood Investment Advisory
Maryland
$211K +$197K +1,021 New
AWM
554
Apollon Wealth Management
South Carolina
$208K +$195K +1,007 New
HWA
555
Heritage Wealth Advisors
Virginia
$208K – – –
LCS
556
Levin Capital Strategies
New York
$207K +$193K +1,000 New
SLG
557
Stanley-Laman Group
Pennsylvania
$207K +$193K +999 New
BA
558
Bridgewater Associates
Connecticut
$203K -$439K -2,270 -70%
SWM
559
Segment Wealth Management
Texas
$203K +$189K +980 New
MCCP
560
Mission Creek Capital Partners
California
$202K -$184K -950 -49%
M
561
MOTCO
Texas
$193K +$31.1K +161 +21%
DWS
562
Dynamic Wealth Strategies
California
$175K -$16.4K -85 -9%
FFA
563
Farther Finance Advisors
California
$170K -$281K -1,452 -64%
TFF
564
The Family Firm
Maryland
$166K +$156K +805 New
QT
565
Quantbot Technologies
New York
$163K +$153K +790 New
PA
566
Parallel Advisors
California
$162K +$22.8K +118 +18%
NA
567
NewEdge Advisors
Louisiana
$155K -$3.09K -16 -2%
PS
568
Principal Securities
Iowa
$154K +$10.1K +52 +8%
AF
569
Allworth Financial
California
$131K +$24K +124 +24%
SIM
570
Sentry Investment Management
Wisconsin
$126K -$24.2K -125 -17%
EWA
571
EverSource Wealth Advisors
Alabama
$118K +$87.6K +453 +368%
PPWM
572
PFG Private Wealth Management
Florida
$118K -$967 -5 -0.9%
AA
573
Alta Advisers
United Kingdom
$103K – – –
SWM
574
Spire Wealth Management
Virginia
$99.2K +$8.51K +44 +10%
LS
575
Livforsakringsbolaget Skandia
Sweden
$97.1K -$116K -600 -56%
21 22
23
24 25

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.