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AvalonBay Communities
AVB

Overview Fund Activity

640 hedge funds and large institutions have $22.6B invested in AvalonBay Communities in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 68 closing their positions.

Holders
640
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
75
Increased
255
Reduced
197
Closed
68
Calls
$61.5M
Puts
$105M
Net Calls
-$43.8M
Net Calls Change
-$37.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$962M
2
Macquarie Group
2
Macquarie Group
Australia
$77.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$395M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$84M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$54.6M

Top Sellers

1
DCP
1
D1 Capital Partners
New York
$0
2
Invesco
2
Invesco
Georgia
$304M
3
State Street
3
State Street
Massachusetts
$1.65B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$823M
5
HRES
5
Heitman Real Estate Securities
Illinois
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DCM
651
Dupont Capital Management
Delaware
– – -6,345 Closed
Vontobel Holding
652
Vontobel Holding
Switzerland
– – -6,338 Closed
SWA
653
Stratos Wealth Advisors
Ohio
– – -6,033 Closed
FPA
654
First Pacific Advisors
California
– – -5,000 Closed
MFA
655
Mayflower Financial Advisors
Massachusetts
– – -3,963 Closed
AWM
656
AE Wealth Management
Kansas
– – -3,763 Closed
PA
657
PFG Advisors
Arizona
– – -3,689 Closed
NCM
658
Next Capital Management
New York
– – -3,275 Closed
QIM
659
Quantitative Investment Management
Virginia
– – -2,823 Closed
BRWA
660
B. Riley Wealth Advisors
Florida
– – -2,662 Closed
IIM
661
INTECH Investment Management
Florida
– – -2,366 Closed
JFG
662
Jefferies Financial Group
New York
– – -2,111 Closed
FA
663
FDx Advisors
Illinois
– – -2,041 Closed
AI
664
Atom Investors
Texas
– – -2,022 Closed
V
665
Veritable
Delaware
– – -1,625 Closed
PSP
666
Principal Street Partners
Tennessee
– – -1,618 Closed
WAM
667
Weiss Asset Management
Massachusetts
– – -1,516 Closed
CGL
668
Clarius Group LLC
Washington
– – -1,425 Closed
GLA
669
Great Lakes Advisors
Illinois
– – -1,355 Closed
CW
670
CreativeOne Wealth
Kansas
– – -1,239 Closed
CCA
671
Checchi Capital Advisers
California
– – -1,236 Closed
SW
672
StrongBox Wealth
Missouri
– – -1,154 Closed
WIM
673
Warwick Investment Management
Texas
– – -1,150 Closed
WTB
674
Washington Trust Bank
Washington
– – -1,134 Closed
LNC
675
Lincoln National Corp
Pennsylvania
– – -1,085 Closed
25 26
27
28 29