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AvalonBay Communities

634 hedge funds and large institutions have $20.2B invested in AvalonBay Communities in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 231 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $18.3M

2% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 87

2% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 231

1.09% less ownership

Funds ownership: 92.18%91.09% (-1.1%)

2% less funds holding

Funds holding: 648634 (-14)

15% less capital invested

Capital invested by funds: $23.7B → $20.2B (-$3.49B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
634
Holders Change
-14
Holders Change %
-2.16%
% of All Funds
10.19%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
227
Reduced
231
Closed
87
Calls
$45.7M
Puts
$18.3M
Net Calls
+$27.4M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.7B +$9.71M +57,039 +0.2%
BlackRock
2
BlackRock
New York
$2.43B +$154M +903,040 +6%
State Street
3
State Street
Massachusetts
$1.56B +$22.3M +130,754 +1%
Norges Bank
4
Norges Bank
Norway
$1B
Principal Financial Group
5
Principal Financial Group
Iowa
$783M -$29M -170,405 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$763M -$159M -931,310 -16%
JP Morgan Chase
7
JP Morgan Chase
New York
$663M +$22.9M +134,625 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$498M +$9.83M +57,744 +2%
Invesco
9
Invesco
Georgia
$482M +$9.75M +57,264 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$350M -$4.36M -25,617 -1%
Northern Trust
11
Northern Trust
Illinois
$339M +$2.27M +13,330 +0.6%
Legal & General Group
12
Legal & General Group
United Kingdom
$319M -$6.04M -35,489 -2%
Ameriprise
13
Ameriprise
Minnesota
$318M -$1.82M -10,680 -0.5%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$301M -$58M -340,435 -15%
CIM
15
Centersquare Investment Management
Pennsylvania
$293M +$31.7M +186,057 +11%
ClearBridge Investments
16
ClearBridge Investments
New York
$275M +$290M +1,705,197 New
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$257M -$5.79M -34,000 -2%
Goldman Sachs
18
Goldman Sachs
New York
$255M +$12.2M +71,696 +5%
N
19
Nuveen
North Carolina
$254M -$31.4M -184,320 -9%
Charles Schwab
20
Charles Schwab
California
$225M +$8.08M +47,467 +4%
Morgan Stanley
21
Morgan Stanley
New York
$220M -$139M -816,113 -37%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$184M -$10.3M -60,275 -5%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$170M +$4.59M +26,983 +3%
ESCM
24
Echo Street Capital Management
New York
$153M +$46.9M +275,528 +41%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$148M -$3.15M -18,530 -2%

AVB Hedge Fund Activity: Q4 2022 in Review

634 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2022, worth a combined $20.2B — down 15% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AVB positions and 87 closed out — a net gain of 2 holders — while 227 added to existing stakes and 231 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $290M. The largest seller was UBS AM, exiting entirely with an estimated $219M sold.

  • 634 institutional investors held AvalonBay Communities (AVB) as of Q4 2022, down from 648 in Q3 2022.
  • Funds reported $20.2B of AvalonBay Communities stock for Q4 2022, down 15% quarter-over-quarter.
  • 89 funds opened new AvalonBay Communities positions in Q4 2022 and 87 closed out, a net change of +2 holders.
  • The largest AvalonBay Communities buyer in Q4 2022 was ClearBridge Investments, an estimated $290M added.
  • The largest AvalonBay Communities seller in Q4 2022 was UBS AM, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2022.