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AvalonBay Communities
AVB

645 hedge funds and large institutions have $22.7B invested in AvalonBay Communities in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 257 increasing their positions, 198 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 198

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

1% more funds holding

Funds holding: 641 → 645 (+4)

0.43% less ownership

Funds ownership: 93.27% → 92.84% (-0.43%)

9% less capital invested

Capital invested by funds: $25.1B → $22.7B (-$2.38B)

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

42% less call options, than puts

Call options by funds: $61.5M | Put options by funds: $105M

Holders
645
Holders Change
+4
Holders Change %
+0.62%
% of All Funds
10.24%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
77
Increased
257
Reduced
198
Closed
68
Calls
$61.5M
Puts
$105M
Net Calls
-$43.8M
Net Calls Change
-$37.4M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$96.1M
2
Macquarie Group
Macquarie Group
Australia
+$65.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$63.1M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$50M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$31.9M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$155M
2
DCP
D1 Capital Partners
New York
-$153M
3
State Street
State Street
Massachusetts
-$114M
4
JP Morgan Chase
JP Morgan Chase
New York
-$84.3M
5
HRES
Heitman Real Estate Securities
Illinois
-$63.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$51.3M +$955K +5,166 +2%
Asset Management One
52
Asset Management One
Japan
$51M -$3.28M -17,756 -6%
CS
53
Credit Suisse
Switzerland
$48.6M -$776K -4,199 -1%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$45.8M +$2.3M +12,458 +5%
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$45.5M +$5.71M +30,900 +13%
Barclays
56
Barclays
United Kingdom
$45.4M +$5.92M +32,020 +14%
SEI Investments
57
SEI Investments
Pennsylvania
$45.2M +$1.55M +8,391 +3%
Wells Fargo
58
Wells Fargo
California
$42.4M -$7.81M -42,253 -15%
FWCM
59
Ferguson Wellman Capital Management
Oregon
$41.8M +$243K +1,316 +0.5%
Allianz Asset Management
60
Allianz Asset Management
Germany
$41.6M +$3.7M +20,004 +9%
AllianceBernstein
61
AllianceBernstein
Tennessee
$40.5M +$168K +910 +0.4%
M&T Bank
62
M&T Bank
New York
$38.1M -$537K -2,904 -1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$37.9M -$1.31M -7,113 -3%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$37M +$2.33M +12,624 +6%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$35.1M +$3.67M +19,856 +11%
Nomura Asset Management
66
Nomura Asset Management
Japan
$33.5M +$928K +5,023 +3%
URS
67
Utah Retirement Systems
Utah
$32.9M +$4.18M +22,600 +13%
National Pension Service
68
National Pension Service
South Korea
$32.7M +$1.01M +5,474 +3%
VRS
69
Virginia Retirement Systems
Virginia
$31.4M +$2.72M +14,700 +9%
PS
70
Presima Securities
Quebec, Canada
$30.8M +$5.02M +27,131 +18%
Franklin Resources
71
Franklin Resources
California
$30.8M +$3.13M +16,948 +10%
SO
72
STRS Ohio
Ohio
$29.8M +$8.72M +47,166 +37%
JAM
73
Jupiter Asset Management
United Kingdom
$27.4M +$19.7M +106,676 +201%
Victory Capital Management
74
Victory Capital Management
Texas
$27.1M +$1.36M +7,351 +5%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$26.6M -$2.75M -14,880 -9%
1 2
3
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AVB Hedge Fund Activity: Q3 2023 in Review

645 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2023, worth a combined $22.7B — down 9.5% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AVB positions and 68 closed out — a net gain of 9 holders — while 257 added to existing stakes and 198 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $96.1M. The largest seller was Invesco, cutting an estimated $155M.

  • 645 institutional investors held AvalonBay Communities (AVB) as of Q3 2023, up from 641 in Q2 2023.
  • Funds reported $22.7B of AvalonBay Communities stock for Q3 2023, down 9.5% quarter-over-quarter.
  • 77 funds opened new AvalonBay Communities positions in Q3 2023 and 68 closed out, a net change of +9 holders.
  • The largest AvalonBay Communities buyer in Q3 2023 was T. Rowe Price Associates, an estimated $96.1M added.
  • The largest AvalonBay Communities seller in Q3 2023 was Invesco, an estimated $155M sold.

Based on aggregated 13F filings for Q3 2023.