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AvalonBay Communities
AVB

592 hedge funds and large institutions have $27.5B invested in AvalonBay Communities in 2019 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 226 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $26.2M

157% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 35

23% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 184

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

8% more funds holding

Funds holding: 547 → 592 (+45)

0.68% more ownership

Funds ownership: 93.34% → 94.02% (+0.68%)

2% less capital invested

Capital invested by funds: $28.1B → $27.5B (-$538M)

Holders
592
Holders Change
+45
Holders Change %
+8.23%
% of All Funds
11.67%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
90
Increased
226
Reduced
184
Closed
35
Calls
$68.6M
Puts
$26.2M
Net Calls
+$42.3M
Net Calls Change
+$18.8M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$338M
2
Cohen & Steers
Cohen & Steers
New York
+$196M
3
JP Morgan Chase
JP Morgan Chase
New York
+$186M
4
Ameriprise
Ameriprise
Minnesota
+$68.9M
5
EVM
Eaton Vance Management
Massachusetts
+$50.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$321M
2
State Street
State Street
Massachusetts
-$139M
3
Renaissance Technologies
Renaissance Technologies
New York
-$103M
4
CIM
Centersquare Investment Management
Pennsylvania
-$85.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.37B +$31.8M +148,404 +0.7%
BlackRock
2
BlackRock
New York
$3.34B -$56.6M -264,139 -2%
State Street
3
State Street
Massachusetts
$2B -$139M -650,941 -6%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.27B +$186M +870,604 +17%
Principal Financial Group
5
Principal Financial Group
Iowa
$848M -$8.17M -38,125 -0.9%
Invesco
6
Invesco
Georgia
$770M +$17.8M +83,223 +2%
Norges Bank
7
Norges Bank
Norway
$607M +$338M +1,578,134 +120%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$601M -$59.7M -278,541 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$598M +$28.1M +131,291 +5%
Northern Trust
10
Northern Trust
Illinois
$553M +$335K +1,566 +0.1%
AAMU
11
APG Asset Management US
New York
$535M -$30M -140,000 -5%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$532M -$321M -1,500,279 -37%
Cohen & Steers
13
Cohen & Steers
New York
$494M +$196M +913,282 +63%
N
14
Nuveen
North Carolina
$445M -$31.7M -147,926 -7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$438M -$1.3M -6,056 -0.3%
PI
16
PGGM Investments
Netherlands
$437M +$36.1M +168,685 +9%
Charles Schwab
17
Charles Schwab
California
$388M +$10.7M +49,848 +3%
Legal & General Group
18
Legal & General Group
United Kingdom
$354M +$10.9M +51,098 +3%
Parnassus Investments
19
Parnassus Investments
California
$305M -$475K -2,216 -0.2%
Goldman Sachs
20
Goldman Sachs
New York
$305M -$16.5M -77,185 -5%
LIMS
21
Lasalle Investment Management Securities
Maryland
$259M -$10.7M -50,073 -4%
Morgan Stanley
22
Morgan Stanley
New York
$259M -$11.6M -53,945 -4%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$243M +$2.2M +10,247 +0.9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$240M -$29.6M -138,020 -11%
UBS AM
25
UBS AM
Illinois
$220M +$6.8M +31,737 +3%
1
2 3 4 5

AVB Hedge Fund Activity: Q4 2019 in Review

592 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2019, worth a combined $27.5B — down 1.9% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AVB positions and 35 closed out — a net gain of 55 holders — while 226 added to existing stakes and 184 trimmed.

The largest buyer was Norges Bank, adding an estimated $338M. The largest seller was T. Rowe Price Associates, cutting an estimated $321M.

  • 592 institutional investors held AvalonBay Communities (AVB) as of Q4 2019, up from 547 in Q3 2019.
  • Funds reported $27.5B of AvalonBay Communities stock for Q4 2019, down 1.9% quarter-over-quarter.
  • 90 funds opened new AvalonBay Communities positions in Q4 2019 and 35 closed out, a net change of +55 holders.
  • The largest AvalonBay Communities buyer in Q4 2019 was Norges Bank, an estimated $338M added.
  • The largest AvalonBay Communities seller in Q4 2019 was T. Rowe Price Associates, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2019.