AVB icon

AvalonBay Communities
AVB

Overview Fund Activity

628 hedge funds and large institutions have $22.1B invested in AvalonBay Communities in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
10.05%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
68
Increased
273
Reduced
179
Closed
57
Calls
$46.1M
Puts
$30.1M
Net Calls
+$16M
Net Calls Change
-$11.3M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$214M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$817M
3
Morgan Stanley
3
Morgan Stanley
New York
$339M
4
BlackRock
4
BlackRock
New York
$2.63B
5
HRES
5
Heitman Real Estate Securities
Illinois
$98.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$129M
2
Goldman Sachs
2
Goldman Sachs
New York
$218M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$82.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Man Group
5
Man Group
United Kingdom
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
601
Stonebridge Capital Advisors
Minnesota
$3.53K – – –
CHA
602
Carmichael Hill & Associates
Maryland
$3.36K – – –
AWM
603
Abound Wealth Management
Tennessee
$2.53K – – –
RCM
604
Rain Capital Management
Oregon
$2.52K +$2.52K +15 New
Commonwealth Equity Services
605
Commonwealth Equity Services
Massachusetts
$2.35K -$34 -203 -1%
CTC
606
Central Trust Company
Missouri
$2.02K – – –
DAM
607
Delta Asset Management
Tennessee
$2.02K – – –
JGIA
608
Jackson Grant Investment Advisers
Connecticut
$1.85K +$1.85K +11 New
FCA
609
FinTrust Capital Advisors
South Carolina
$1.62K – – –
CP
610
Castleview Partners
Texas
$1.51K +$1.51K +9 New
GBT
611
Grove Bank & Trust
Florida
$1.18K – – –
ME
612
McIlrath & Eck
Washington
$1.18K +$1.18K +7 New
TFM
613
TFC Financial Management
Massachusetts
$1.01K +$505 +3 +100%
NSIM
614
North Star Investment Management
Illinois
$1.01K – – –
TFGT
615
TS Financial Group (TSFG)
Illinois
$1K – – –
KFP
616
KB Financial Partners
New Jersey
$1K – – –
ECM
617
Everence Capital Management
Indiana
$992 -$614 -3,650 -38%
TCA
618
Trifecta Capital Advisors
Illinois
$841 – – –
CWP
619
Concord Wealth Partners
Virginia
$840 – – –
BWM
620
BerganKDV Wealth Management
Minnesota
$673 – – –
TWA
621
TCI Wealth Advisors
Arizona
$505 – – –
SWA
622
SOA Wealth Advisors
New York
$504 – – –
VCM
623
Versant Capital Management
Arizona
$490 +$490 +3 New
HCP
624
Hexagon Capital Partners
Arkansas
$347 – – –
AWM
625
Avior Wealth Management
Nebraska
$336 – – –
23 24
25
26 27