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AvalonBay Communities

634 hedge funds and large institutions have $20.2B invested in AvalonBay Communities in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 231 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $18.3M

2% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 87

2% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 231

1.09% less ownership

Funds ownership: 92.18%91.09% (-1.1%)

2% less funds holding

Funds holding: 648634 (-14)

15% less capital invested

Capital invested by funds: $23.7B → $20.2B (-$3.49B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
634
Holders Change
-14
Holders Change %
-2.16%
% of All Funds
10.19%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
227
Reduced
231
Closed
87
Calls
$45.7M
Puts
$18.3M
Net Calls
+$27.4M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
626
TCI Wealth Advisors
Arizona
$485 -$4.77K -28 -90%
SWA
627
SOA Wealth Advisors
New York
$485
TFM
628
TFC Financial Management
Massachusetts
$485
HCP
629
Hexagon Capital Partners
Arkansas
$331
AA
630
Addison Advisors
Vermont
$323 -$3.4K -20 -91%
AWM
631
Avior Wealth Management
Nebraska
$323 +$170 +1 +100%
CA
632
CoreCap Advisors
Michigan
$323 +$340 +2 New
UBS AM
633
UBS AM
Illinois
-$219M -1,186,303 Closed
AIM
634
Artemis Investment Management
United Kingdom
-$62.1M -336,890 Closed
VCM
635
V3 Capital Management
Texas
-$35.6M -193,308 Closed
CFC
636
Cincinnati Financial Corp
Ohio
-$23.8M -129,400 Closed
CI
637
Cincinnati Insurance
Ohio
-$19.5M -106,000 Closed
N
638
Natixis
France
-$18M -97,774 Closed
GC
639
Gillson Capital
Illinois
-$12.7M -68,754 Closed
MCM
640
Makena Capital Management
California
-$8.71M -47,296 Closed
HWC
641
Hill Winds Capital
New York
-$5.07M -27,500 Closed
HCM
642
HGI Capital Management
New York
-$4.4M -23,910 Closed
Marshall Wace
643
Marshall Wace
United Kingdom
-$3.84M -20,826 Closed
PAA
644
Peregrine Asset Advisers
Oregon
-$3.73M -20,268 Closed
PCM
645
Prana Capital Management
Connecticut
-$3.14M -17,047 Closed
Capital Fund Management (CFM)
646
Capital Fund Management (CFM)
France
-$3.04M -16,508 Closed
FDCDDQ
647
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2.39M -12,954 Closed
Connor, Clark & Lunn Investment Management (CC&L)
648
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.31M -12,543 Closed
HI
649
HBK Investments
Texas
-$2.15M -11,683 Closed
QT
650
Quantamental Technologies
New York
-$1.69M -9,154 Closed

AVB Hedge Fund Activity: Q4 2022 in Review

634 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2022, worth a combined $20.2B — down 15% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AVB positions and 87 closed out — a net gain of 2 holders — while 227 added to existing stakes and 231 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $290M. The largest seller was UBS AM, exiting entirely with an estimated $219M sold.

  • 634 institutional investors held AvalonBay Communities (AVB) as of Q4 2022, down from 648 in Q3 2022.
  • Funds reported $20.2B of AvalonBay Communities stock for Q4 2022, down 15% quarter-over-quarter.
  • 89 funds opened new AvalonBay Communities positions in Q4 2022 and 87 closed out, a net change of +2 holders.
  • The largest AvalonBay Communities buyer in Q4 2022 was ClearBridge Investments, an estimated $290M added.
  • The largest AvalonBay Communities seller in Q4 2022 was UBS AM, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2022.