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AvalonBay Communities

551 hedge funds and large institutions have $22.4B invested in AvalonBay Communities in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 187 increasing their positions, 180 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 51

29% more call options, than puts

Call options by funds: $68.8M | Put options by funds: $53.3M

7% more funds holding

Funds holding: 516551 (+35)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 180

0.21% less ownership

Funds ownership: 93.63%93.43% (-0.21%)

4% less capital invested

Capital invested by funds: $23.4B → $22.4B (-$1B)

Holders
551
Holders Change
+35
Holders Change %
+6.78%
% of All Funds
12.28%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.49%
New
88
Increased
187
Reduced
180
Closed
51
Calls
$68.8M
Puts
$53.3M
Net Calls
+$15.6M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.46B -$19.1M -105,717 -0.5%
BlackRock
2
BlackRock
New York
$2.73B +$69.6M +385,430 +3%
State Street
3
State Street
Massachusetts
$1.41B +$12.1M +66,939 +0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.18B -$129M -715,368 -10%
Principal Financial Group
5
Principal Financial Group
Iowa
$655M -$24M -132,954 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$647M +$31.1M +172,264 +5%
AAMU
7
APG Asset Management US
New York
$562M
Invesco
8
Invesco
Georgia
$553M -$10.2M -56,624 -2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$446M -$49.1M -271,669 -10%
Northern Trust
10
Northern Trust
Illinois
$421M +$13.4M +74,018 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$399M +$34.7M +191,867 +9%
PI
12
PGGM Investments
Netherlands
$373M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$359M -$4.22M -23,360 -1%
Renaissance Technologies
14
Renaissance Technologies
New York
$307M +$38.6M +213,714 +14%
CIM
15
Centersquare Investment Management
Pennsylvania
$303M -$44.9M -248,629 -13%
Goldman Sachs
16
Goldman Sachs
New York
$282M -$27.9M -154,429 -9%
Charles Schwab
17
Charles Schwab
California
$273M +$6.72M +37,208 +2%
Morgan Stanley
18
Morgan Stanley
New York
$264M -$4.6M -25,450 -2%
LIMS
19
Lasalle Investment Management Securities
Maryland
$260M -$50.3M -278,518 -16%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$249M +$40.5M +224,216 +19%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$228M -$13.2M -72,978 -5%
Norges Bank
22
Norges Bank
Norway
$226M
BC
23
Brookfield Corp
Ontario, Canada
$219M +$2.44M +13,500 +1%
Legal & General Group
24
Legal & General Group
United Kingdom
$216M +$5.92M +32,791 +3%
ACM
25
AEW Capital Management
Massachusetts
$195M -$14.4M -79,850 -7%