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AvalonBay Communities

641 hedge funds and large institutions have $25.1B invested in AvalonBay Communities in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 251 increasing their positions, 206 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 206

14% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 63

13% more capital invested

Capital invested by funds: $22.1B → $25.1B (+$2.91B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1% more funds holding

Funds holding: 634641 (+7)

0.81% less ownership

Funds ownership: 94.07%93.27% (-0.81%)

8% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $76.7M

Holders
641
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
10.06%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
72
Increased
251
Reduced
206
Closed
63
Calls
$70.2M
Puts
$76.7M
Net Calls
-$6.46M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.33B -$30.8M -172,709 -0.7%
BlackRock
2
BlackRock
New York
$2.98B +$12.4M +69,187 +0.4%
State Street
3
State Street
Massachusetts
$1.94B +$10.7M +60,027 +0.6%
Norges Bank
4
Norges Bank
Norway
$1.17B
JP Morgan Chase
5
JP Morgan Chase
New York
$994M +$69.1M +387,254 +8%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$962M +$44.6M +249,545 +5%
Principal Financial Group
7
Principal Financial Group
Iowa
$897M -$21.5M -120,655 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$612M +$14.9M +83,588 +3%
Invesco
9
Invesco
Georgia
$493M -$59.1M -331,278 -11%
Deutsche Bank
10
Deutsche Bank
Germany
$444M +$33.4M +186,842 +9%
Legal & General Group
11
Legal & General Group
United Kingdom
$428M +$15.7M +88,001 +4%
Northern Trust
12
Northern Trust
Illinois
$407M -$14.3M -80,039 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$376M +$5.97M +33,449 +2%
Ameriprise
14
Ameriprise
Minnesota
$375M -$6.7M -37,520 -2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$370M +$212M +1,189,233 +155%
ClearBridge Investments
16
ClearBridge Investments
New York
$352M +$18.7M +104,694 +6%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$331M +$10.2M +57,200 +3%
CIM
18
Centersquare Investment Management
Pennsylvania
$330M -$15.4M -86,148 -5%
Morgan Stanley
19
Morgan Stanley
New York
$313M -$65.5M -366,954 -18%
Goldman Sachs
20
Goldman Sachs
New York
$300M +$51.4M +287,802 +22%
ESCM
21
Echo Street Capital Management
New York
$297M +$52.2M +292,385 +23%
N
22
Nuveen
North Carolina
$297M -$7.95M -44,545 -3%
Charles Schwab
23
Charles Schwab
California
$273M +$5.59M +31,313 +2%
UBS AM
24
UBS AM
Illinois
$214M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$209M -$1.81M -10,116 -0.9%

AVB Hedge Fund Activity: Q2 2023 in Review

641 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q2 2023, worth a combined $25.1B — up 13% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVB positions and 63 closed out — a net gain of 9 holders — while 251 added to existing stakes and 206 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $212M. The largest seller was Long Pond Capital, exiting entirely with an estimated $118M sold.

  • 641 institutional investors held AvalonBay Communities (AVB) as of Q2 2023, up from 634 in Q1 2023.
  • Funds reported $25.1B of AvalonBay Communities stock for Q2 2023, up 13% quarter-over-quarter.
  • 72 funds opened new AvalonBay Communities positions in Q2 2023 and 63 closed out, a net change of +9 holders.
  • The largest AvalonBay Communities buyer in Q2 2023 was Wellington Management Group, an estimated $212M added.
  • The largest AvalonBay Communities seller in Q2 2023 was Long Pond Capital, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2023.