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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
RF
701
Robbins Farley
New Hampshire
$1.03K – – –
TCA
702
Trifecta Capital Advisors
Illinois
$1.03K – – –
FNWA
703
Financial Network Wealth Advisors
Utah
$1.03K +$967 +5 New
CAL
704
Capital Advisors Ltd
Ohio
$1K +$193 +1 +25%
ECM
705
Everence Capital Management
Indiana
$711 – – –
MFS
706
Mattson Financial Services
Michigan
$621 +$580 +3 New
HCP
707
Hexagon Capital Partners
Arkansas
$448 +$193 +1 +50%
MA
708
MCF Advisors
Kentucky
$418 – – –
BF
709
BOK Financial
Oklahoma
$414 – – –
BWP
710
Baldwin Wealth Partners
Massachusetts
$414 +$387 +2 New
RWMG
711
Redwood Wealth Management Group
New Jersey
$207 +$193 +1 New
DWM
712
Dogwood Wealth Management
Kansas
$3 – – –
DCP
713
D1 Capital Partners
New York
– -$83.2M -448,525 Closed
Renaissance Technologies
714
Renaissance Technologies
New York
– -$32.4M -174,814 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
715
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$29.2M -157,300 Closed
KSCM
716
King Street Capital Management
New York
– -$22.3M -120,000 Closed
SCP
717
Soroban Capital Partners
New York
– -$13.9M -74,975 Closed
MCM
718
Masterton Capital Management
New York
– -$12.8M -69,200 Closed
MCM
719
Makena Capital Management
California
– -$10.3M -55,317 Closed
Baird Financial Group
720
Baird Financial Group
Wisconsin
– -$8.33M -44,881 Closed
AIG
721
American International Group
New York
– -$6.88M -37,097 Closed
WHG
722
Westwood Holdings Group
Texas
– -$5.57M -30,000 Closed
TPSF
723
Texas Permanent School Fund
Texas
– -$5.44M -29,322 Closed
Holocene Advisors
724
Holocene Advisors
New York
– -$5.09M -27,453 Closed
ICM
725
Invenomic Capital Management
Massachusetts
– -$4.75M -25,603 Closed
27 28
29
30 31

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.