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AvalonBay Communities

563 hedge funds and large institutions have $20.2B invested in AvalonBay Communities in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 184 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $68.9M | Put options by funds: $38M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

7% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 71

5% more capital invested

Capital invested by funds: $19.3B → $20.2B (+$892M)

0% more funds holding

Funds holding: 562563 (+1)

0.38% less ownership

Funds ownership: 93.22%92.84% (-0.38%)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 235

Holders
563
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
11.54%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.35%
New
76
Increased
184
Reduced
235
Closed
71
Calls
$68.9M
Puts
$38M
Net Calls
+$30.9M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.53B +$299M +1,890,718 +9%
BlackRock
2
BlackRock
New York
$2.28B -$255M -1,609,574 -10%
State Street
3
State Street
Massachusetts
$1.41B -$67.4M -426,164 -5%
Principal Financial Group
4
Principal Financial Group
Iowa
$859M +$115M +725,486 +15%
JP Morgan Chase
5
JP Morgan Chase
New York
$766M +$3.42M +21,614 +0.4%
DCP
6
D1 Capital Partners
New York
$543M +$556M +3,511,200 New
Norges Bank
7
Norges Bank
Norway
$479M +$32.1M +202,949 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$456M +$3.02M +19,071 +0.6%
Northern Trust
9
Northern Trust
Illinois
$431M +$3.64M +23,001 +0.8%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$415M +$13M +82,076 +3%
PI
11
PGGM Investments
Netherlands
$349M +$23.1M +146,000 +7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$324M +$3.22M +20,363 +1%
N
13
Nuveen
North Carolina
$312M -$99.9M -631,706 -24%
Legal & General Group
14
Legal & General Group
United Kingdom
$288M +$10.1M +63,681 +4%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$287M +$5.22M +33,011 +2%
Morgan Stanley
16
Morgan Stanley
New York
$221M +$47.8M +302,129 +27%
Goldman Sachs
17
Goldman Sachs
New York
$213M -$22.2M -140,269 -9%
Ameriprise
18
Ameriprise
Minnesota
$204M +$19.1M +120,489 +10%
Parnassus Investments
19
Parnassus Investments
California
$200M +$4.18M +26,447 +2%
Invesco
20
Invesco
Georgia
$196M -$166M -1,048,459 -45%
LIMS
21
Lasalle Investment Management Securities
Maryland
$194M +$21.9M +138,222 +12%
Charles Schwab
22
Charles Schwab
California
$194M -$95.9M -605,831 -33%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$183M +$662K +4,185 +0.4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$170M -$12.2M -76,855 -7%
ESCM
25
Echo Street Capital Management
New York
$168M +$103M +651,029 +150%

AVB Hedge Fund Activity: Q2 2020 in Review

563 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q2 2020, worth a combined $20.2B — up 4.6% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new AVB positions and 71 closed out — a net gain of 5 holders — while 184 added to existing stakes and 235 trimmed.

The largest buyer was D1 Capital Partners, opening a new position worth an estimated $556M. The largest seller was APG Asset Management US, exiting entirely with an estimated $348M sold.

  • 563 institutional investors held AvalonBay Communities (AVB) as of Q2 2020, up from 562 in Q1 2020.
  • Funds reported $20.2B of AvalonBay Communities stock for Q2 2020, up 4.6% quarter-over-quarter.
  • 76 funds opened new AvalonBay Communities positions in Q2 2020 and 71 closed out, a net change of +5 holders.
  • The largest AvalonBay Communities buyer in Q2 2020 was D1 Capital Partners, an estimated $556M added.
  • The largest AvalonBay Communities seller in Q2 2020 was APG Asset Management US, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2020.