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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
AWM
676
Abound Wealth Management
Tennessee
$3.52K – – –
AP
677
Aspect Partners
Virginia
$3.31K – – –
RCM
678
Raleigh Capital Management
North Carolina
$3.31K +$193 +1 +7%
PPA
679
Painted Porch Advisors
California
$3.1K +$2.9K +15 New
VNA
680
Valley National Advisers
Pennsylvania
$3K +$2.13K +11 +138%
FHA
681
First Horizon Advisors
Tennessee
$2.9K – – –
WWP
682
WR Wealth Planners
Missouri
$2.9K +$1.55K +8 +133%
S
683
Sachetta
Massachusetts
$2.89K +$2.13K +11 +367%
TCOV
684
Trust Company of Vermont
Vermont
$2.69K – – –
CWP
685
Concord Wealth Partners
Virginia
$2.69K +$2.51K +13 New
BWL
686
Bogart Wealth LLC
Virginia
$2.37K – – –
MRCM
687
M&R Capital Management
New Jersey
$2.28K – – –
DF
688
Dunhill Financial
United Kingdom
$2.14K – – –
ETS
689
ESL Trust Services
New York
$2.07K +$1.93K +10 New
HBW
690
Hazlett, Burt & Watson
West Virginia
$2K – – –
TWP
691
Triad Wealth Partners
Kansas
$1.86K +$1.74K +9 New
AA
692
Ancora Advisors
Ohio
$1.82K – – –
DP
693
Denver PWM
Colorado
$1.66K +$1.55K +8 New
AF
694
Advisornet Financial
Minnesota
$1.66K – – –
SIS
695
Sound Income Strategies
Florida
$1.66K +$1.55K +8 New
TFM
696
TFC Financial Management
Massachusetts
$1.45K +$580 +3 +75%
CFD
697
Creative Financial Designs
Indiana
$1.45K – – –
NL
698
NVWM LLC
Pennsylvania
$1.25K +$580 +3 +100%
UWS
699
Unique Wealth Strategies
Illinois
$1.11K +$1.16K +6 New
PCMC
700
Planning Capital Management Corporation
Pennsylvania
$1.03K – – –
26 27
28
29 30

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.