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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
GKIM
651
GW&K Investment Management
Massachusetts
$13K +$2.13K +11 +21%
CTA
652
Colonial Trust Advisors
South Carolina
$12.9K -$193 -1 -2%
PCWA
653
Pacific Capital Wealth Advisors
California
$11.4K – – –
LFG
654
Larson Financial Group
Missouri
$11.2K -$192K -991 -95%
IFAM
655
Institutional & Family Asset Management
Colorado
$11.2K – – –
ST
656
Smithfield Trust
Pennsylvania
$11K – – –
WTA
657
Washington Trust Advisors
Massachusetts
$9.72K – – –
BBHC
658
Brown Brothers Harriman & Co
New York
$8.48K +$7.93K +41 New
RI
659
Ridgewood Investments
New Jersey
$8.28K +$7.73K +40 New
GPI
660
General Partner Inc
Pennsylvania
$7.86K – – –
FFO
661
Fortitude Family Office
Arizona
$7.66K – – –
PWMG
662
Private Wealth Management Group
New Jersey
$7.04K – – –
AWM
663
Avior Wealth Management
Nebraska
$6.62K -$967 -5 -14%
FMP
664
Financial Management Professionals
Texas
$6K – – –
JPWM
665
Jamison Private Wealth Management
Georgia
$5.22K – – –
FCA
666
FinTrust Capital Advisors
South Carolina
$5.17K – – –
CP
667
Castleview Partners
Texas
$5.17K +$2.13K +11 +79%
AW
668
Avion Wealth
Texas
$5K +$1.74K +9 +50%
CFB
669
Cullen/Frost Bankers
Texas
$4.55K +$2.32K +12 +120%
GGI
670
Godsey & Gibb Inc
Virginia
$4.34K +$4.06K +21 New
CHA
671
Carmichael Hill & Associates
Maryland
$4.14K – – –
HEIP
672
Hudson Edge Investment Partners
New Jersey
$4.14K +$3.87K +20 New
CPG
673
Cornerstone Planning Group
New Jersey
$4.08K +$1.55K +8 +67%
RTL
674
Red Tortoise LLC
Georgia
$3.93K – – –
WT
675
Washington Trust
Rhode Island
$3.79K – – –
25 26
27
28 29

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.