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AvalonBay Communities

628 hedge funds and large institutions have $25B invested in AvalonBay Communities in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 246 increasing their positions, 202 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $115M | Put options by funds: $51.8M

22% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 202

0.71% more ownership

Funds ownership: 91.3%92% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

3% less funds holding

Funds holding: 647628 (-19)

10% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 77

21% less capital invested

Capital invested by funds: $31.6B → $25B (-$6.62B)

Holders
628
Holders Change
-19
Holders Change %
-2.94%
% of All Funds
10.58%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
69
Increased
246
Reduced
202
Closed
77
Calls
$115M
Puts
$51.8M
Net Calls
+$63.7M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.42B +$2.94M +13,556 +0.1%
BlackRock
2
BlackRock
New York
$2.79B -$48.9M -225,654 -2%
State Street
3
State Street
Massachusetts
$1.87B -$30.7M -141,662 -1%
Norges Bank
4
Norges Bank
Norway
$1.15B
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.06B +$381M +1,759,576 +47%
Principal Financial Group
6
Principal Financial Group
Iowa
$980M +$49.6M +228,867 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$729M -$77.7M -358,744 -9%
Invesco
8
Invesco
Georgia
$666M +$14.3M +65,867 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$584M +$8.06M +37,191 +1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$509M +$104M +479,280 +22%
Ameriprise
11
Ameriprise
Minnesota
$495M +$30.8M +141,987 +6%
N
12
Nuveen
North Carolina
$425M +$33.8M +156,035 +8%
Legal & General Group
13
Legal & General Group
United Kingdom
$413M +$27.8M +128,518 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$408M -$5.08M -23,439 -1%
Northern Trust
15
Northern Trust
Illinois
$407M -$39.8M -183,680 -8%
Morgan Stanley
16
Morgan Stanley
New York
$402M +$310M +1,431,018 +223%
CIM
17
Centersquare Investment Management
Pennsylvania
$359M +$55.6M +256,571 +16%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$320M -$30.3M -139,800 -8%
Deutsche Bank
19
Deutsche Bank
Germany
$314M -$133M -614,313 -28%
Goldman Sachs
20
Goldman Sachs
New York
$289M +$21.3M +98,283 +7%
Charles Schwab
21
Charles Schwab
California
$256M -$3.15M -14,524 -1%
UBS AM
22
UBS AM
Illinois
$237M -$48.9M -225,850 -16%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$235M +$15.9M +73,545 +6%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$207M +$32.1M +148,008 +16%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$180M +$34.2M +157,881 +21%

AVB Hedge Fund Activity: Q2 2022 in Review

628 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q2 2022, worth a combined $25B — down 21% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of AVB and 69 opened new positions — a net loss of 8 holders — while 202 trimmed existing stakes and 246 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $381M. The largest seller was Blackstone Inc, exiting entirely with an estimated $356M sold.

  • 628 institutional investors held AvalonBay Communities (AVB) as of Q2 2022, down from 647 in Q1 2022.
  • Funds reported $25B of AvalonBay Communities stock for Q2 2022, down 21% quarter-over-quarter.
  • 69 funds opened new AvalonBay Communities positions in Q2 2022 and 77 closed out, a net change of -8 holders.
  • The largest AvalonBay Communities buyer in Q2 2022 was T. Rowe Price Associates, an estimated $381M added.
  • The largest AvalonBay Communities seller in Q2 2022 was Blackstone Inc, an estimated $356M sold.

Based on aggregated 13F filings for Q2 2022.