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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
Fidelity Investments
51
Fidelity Investments
Massachusetts
$44.4M -$12.8M -75,069 -21%
CIMLRA
52
CBRE Investment Management Listed Real Assets
Pennsylvania
$44.2M -$43.6M -255,940 -48%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$43.5M +$45.9M +269,478 New
JMPWA
54
JP Morgan Private Wealth Advisors
California
$40.7M -$13.9M -81,914 -25%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.4M -$9.07M -53,312 -18%
Man Group
56
Man Group
United Kingdom
$37.7M +$33.2M +195,056 +506%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$37.7M +$331K +1,944 +0.8%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$37.6M -$7.25M -42,575 -15%
SEI Investments
59
SEI Investments
Pennsylvania
$36.5M +$782K +4,596 +2%
AllianceBernstein
60
AllianceBernstein
Tennessee
$35.9M -$598K -3,512 -2%
M&T Bank
61
M&T Bank
New York
$35.7M -$783K -4,602 -2%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$35.6M +$6.93M +40,734 +23%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$34.4M -$4.24M -24,935 -10%
Aviva
64
Aviva
United Kingdom
$31.8M +$3.5M +20,585 +12%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$31.6M +$351K +2,060 +1%
Prudential Financial
66
Prudential Financial
New Jersey
$30.8M +$8.17M +48,023 +34%
SO
67
STRS Ohio
Ohio
$29.9M +$6.36M +37,379 +25%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$29.2M +$822K +4,830 +3%
Nomura Asset Management
69
Nomura Asset Management
Japan
$28.4M +$90.9K +534 +0.3%
VLKIM
70
Van Lanschot Kempen Investment Management
Netherlands
$28M -$4.26M -25,050 -13%
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$27.9M +$3.28M +19,294 +13%
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$27.8M +$965K +5,670 +3%
ACM
73
Adelante Capital Management
California
$26.5M +$5.88M +34,526 +27%
Citigroup
74
Citigroup
New York
$25.8M -$2.36M -13,893 -8%
Robeco Institutional Asset Management
75
Robeco Institutional Asset Management
Netherlands
$25.3M +$4.69M +27,556 +21%

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.