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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$62.1M +$1.53M +7,939 +3%
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$62M +$39.3M +203,524 +211%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$60.9M -$1.21M -6,257 -2%
Asset Management One
54
Asset Management One
Japan
$59.6M -$1.11M -5,735 -2%
Aberdeen Group
55
Aberdeen Group
United Kingdom
$58.6M -$3.3M -17,068 -6%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$58.4M +$5.12M +26,470 +10%
HRES
57
Heitman Real Estate Securities
Illinois
$57.2M +$21.5M +111,235 +67%
M&T Bank
58
M&T Bank
New York
$56.8M -$23K -119 -0%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.7M -$372K -1,926 -0.7%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$55.9M +$1.37M +7,075 +3%
SEI Investments
61
SEI Investments
Pennsylvania
$54.4M -$1.03M -5,338 -2%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$52.2M +$751K +3,887 +2%
FWCM
63
Ferguson Wellman Capital Management
Oregon
$52.1M +$276K +1,430 +0.6%
Wells Fargo
64
Wells Fargo
California
$50.2M +$2.15M +11,102 +5%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$47.8M +$2.04M +10,535 +5%
URS
66
Utah Retirement Systems
Utah
$46.9M -$213K -1,100 -0.5%
UBS AM
67
UBS AM
Illinois
$45.6M -$254M -1,311,264 -86%
Nomura Asset Management
68
Nomura Asset Management
Japan
$45.1M +$2.34M +12,118 +6%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$44.8M -$578K -2,989 -1%
Citadel Advisors
70
Citadel Advisors
Florida
$42.3M -$108M -560,205 -73%
CIM
71
Centersquare Investment Management
Pennsylvania
$41.4M -$59.9M -309,650 -61%
Aviva
72
Aviva
United Kingdom
$40.9M +$10.2M +52,704 +36%
SO
73
STRS Ohio
Ohio
$40.8M +$1.22M +6,296 +3%
AllianceBernstein
74
AllianceBernstein
Tennessee
$40.8M -$30.1M -155,574 -44%
National Pension Service
75
National Pension Service
South Korea
$40M -$607K -3,141 -2%
1 2
3
4 5

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.