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AvalonBay Communities

523 hedge funds and large institutions have $19.2B invested in AvalonBay Communities in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 165 increasing their positions, 226 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $129M | Put options by funds: $43.9M

5% less capital invested

Capital invested by funds: $20.2B → $19.2B (-$987M)

1.34% less ownership

Funds ownership: 92.84%91.5% (-1.3%)

7% less funds holding

Funds holding: 563523 (-40)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

27% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 226

42% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 86

Holders
523
Holders Change
-40
Holders Change %
-7.1%
% of All Funds
10.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.28%
New
50
Increased
165
Reduced
226
Closed
86
Calls
$129M
Puts
$43.9M
Net Calls
+$85.6M
Net Calls Change
+$54.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.31B -$97.5M -637,380 -3%
BlackRock
2
BlackRock
New York
$2.22B +$21.2M +138,390 +0.9%
State Street
3
State Street
Massachusetts
$1.28B -$83.1M -543,326 -6%
JP Morgan Chase
4
JP Morgan Chase
New York
$898M +$173M +1,133,244 +23%
Principal Financial Group
5
Principal Financial Group
Iowa
$782M -$49.5M -323,659 -6%
Norges Bank
6
Norges Bank
Norway
$463M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$451M +$10.3M +67,487 +2%
Northern Trust
8
Northern Trust
Illinois
$418M +$1.73M +11,316 +0.4%
DCP
9
D1 Capital Partners
New York
$400M -$128M -834,000 -24%
Viking Global Investors
10
Viking Global Investors
Connecticut
$381M +$391M +2,553,481 New
PI
11
PGGM Investments
Netherlands
$363M +$27.1M +177,000 +8%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$346M -$56M -366,196 -14%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$337M +$24.2M +157,979 +8%
Legal & General Group
14
Legal & General Group
United Kingdom
$288M +$9.67M +63,174 +3%
Capital International Investors
15
Capital International Investors
California
$266M +$273M +1,782,690 New
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$262M -$16.3M -106,436 -6%
N
17
Nuveen
North Carolina
$228M -$75.3M -491,987 -24%
Morgan Stanley
18
Morgan Stanley
New York
$212M -$830K -5,423 -0.4%
LPC
19
Long Pond Capital
New York
$198M +$67.6M +441,505 +50%
Ameriprise
20
Ameriprise
Minnesota
$194M -$2.29M -14,993 -1%
LIMS
21
Lasalle Investment Management Securities
Maryland
$184M -$3.36M -21,987 -2%
Charles Schwab
22
Charles Schwab
California
$178M -$8.93M -58,331 -5%
Deutsche Bank
23
Deutsche Bank
Germany
$175M +$124M +809,390 +222%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$175M -$1.24M -8,076 -0.7%
UBS AM
25
UBS AM
Illinois
$172M +$12.4M +81,180 +8%

AVB Hedge Fund Activity: Q3 2020 in Review

523 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2020, worth a combined $19.2B — down 4.9% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of AVB and 50 opened new positions — a net loss of 36 holders — while 226 trimmed existing stakes and 165 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $391M. The largest seller was Parnassus Investments, exiting entirely with an estimated $200M sold.

  • 523 institutional investors held AvalonBay Communities (AVB) as of Q3 2020, down from 563 in Q2 2020.
  • Funds reported $19.2B of AvalonBay Communities stock for Q3 2020, down 4.9% quarter-over-quarter.
  • 50 funds opened new AvalonBay Communities positions in Q3 2020 and 86 closed out, a net change of -36 holders.
  • The largest AvalonBay Communities buyer in Q3 2020 was Viking Global Investors, an estimated $391M added.
  • The largest AvalonBay Communities seller in Q3 2020 was Parnassus Investments, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2020.