We are live on ! Find out more
AVB icon

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
Capstone Investment Advisors
751
Capstone Investment Advisors
New York
– -$423K -2,188 Closed
NRD
752
Nebula Research & Development
New York
– -$327K -1,761 Closed
PWMG
753
Prestige Wealth Management Group
New Jersey
– -$318K -1,699 Closed
ARC
754
Advisor Resource Council
Texas
– -$308K -1,645 Closed
WC
755
Wexford Capital
Florida
– -$299K -1,611 Closed
Connor, Clark & Lunn Investment Management (CC&L)
756
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$295K -1,592 Closed
SRL
757
Scientech Research LLC
New Jersey
– -$294K -1,583 Closed
MOS
758
MGO One Seven
Ohio
– -$253K -1,364 Closed
SICM
759
Sustainable Insight Capital Management
New York
– -$241K -1,300 Closed
VFA
760
Valeo Financial Advisors
Indiana
– -$236K -1,234 Closed
VI
761
Versor Investments
New York
– -$223K -1,200 Closed
HT
762
Headlands Technologies
Illinois
– -$162K -874 Closed
AFWM
763
Abich Financial Wealth Management
Virginia
– -$99.3K -535 Closed
M
764
Mirova
France
– -$81.6K -440 Closed
Walleye Trading
765
Walleye Trading
New York
– -$83.5K -432 Closed
DZ Bank
766
DZ Bank
Germany
– -$68.1K -367 Closed
BC
767
Brookfield Corp
Ontario, Canada
– -$39.2K -211 Closed
TSMHT
768
Thurston Springer Miller Herd & Titak
Indiana
– -$37.1K -200 Closed
TFA
769
Transamerica Financial Advisors
Florida
– -$20K -106 Closed
HWA
770
HHM Wealth Advisors
Tennessee
– -$16.3K -88 Closed
GFPC
771
Global Financial Private Client
Florida
– -$11.8K -65 Closed
CA
772
CoreCap Advisors
Michigan
– -$11.9K -64 Closed
NCTC
773
New Covenant Trust Company
Indiana
– -$10.4K -56 Closed
JWA
774
JFS Wealth Advisors
Pennsylvania
– -$6.87K -37 Closed
NFSG
775
Newbridge Financial Services Group
Florida
– -$5.57K -30 Closed
28 29 30
31
32

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.