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AvalonBay Communities

762 hedge funds and large institutions have $29.5B invested in AvalonBay Communities in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 279 increasing their positions, 269 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 737762 (+25)

1.2% more ownership

Funds ownership: 92.97%94.17% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 269

1% less capital invested

Capital invested by funds: $29.7B → $29.5B (-$251M)

36% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $26.1M

Holders
762
Holders Change
+25
Holders Change %
+3.39%
% of All Funds
10.04%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
102
Increased
279
Reduced
269
Closed
64
Calls
$16.6M
Puts
$26.1M
Net Calls
-$9.48M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.97B +$6.79M +30,092 +0.1%
BlackRock
2
BlackRock
New York
$3.83B +$78.5M +347,910 +2%
State Street
3
State Street
Massachusetts
$2.05B -$4.02M -17,790 -0.2%
Norges Bank
4
Norges Bank
Norway
$1.5B +$3.8M +16,815 +0.2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.13B +$302M +1,336,698 +35%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.01B +$6.24M +27,629 +0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$810M +$24.3M +107,655 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$807M -$88M -389,713 -10%
Cohen & Steers
9
Cohen & Steers
New York
$689M +$144M +639,402 +26%
Northern Trust
10
Northern Trust
Illinois
$581M +$211M +935,770 +55%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$547M +$187M +828,009 +50%
Charles Schwab
12
Charles Schwab
California
$499M +$5.93M +26,265 +1%
Legal & General Group
13
Legal & General Group
United Kingdom
$482M -$13.2M -58,454 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$461M +$5.3M +23,459 +1%
Deutsche Bank
15
Deutsche Bank
Germany
$444M +$12.2M +53,927 +3%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$444M -$3.41M -15,085 -0.7%
ClearBridge Investments
17
ClearBridge Investments
New York
$393M -$10.6M -46,838 -3%
UBS AM
18
UBS AM
Illinois
$390M +$13.1M +57,948 +3%
Ameriprise
19
Ameriprise
Minnesota
$378M -$8.51M -37,679 -2%
Morgan Stanley
20
Morgan Stanley
New York
$361M -$34M -150,502 -8%
N
21
Nuveen
North Carolina
$344M -$10.3M -45,658 -3%
Invesco
22
Invesco
Georgia
$319M +$38.6M +170,952 +13%
Goldman Sachs
23
Goldman Sachs
New York
$244M -$32M -141,560 -11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$216M -$778K -3,446 -0.3%
DPIM
25
Duff & Phelps Investment Management
Illinois
$182M -$6.66M -29,490 -3%

AVB Hedge Fund Activity: Q4 2024 in Review

762 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2024, worth a combined $29.5B — down 0.85% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AVB positions and 64 closed out — a net gain of 38 holders — while 279 added to existing stakes and 269 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $302M. The largest seller was Citadel Advisors, cutting an estimated $140M.

  • 762 institutional investors held AvalonBay Communities (AVB) as of Q4 2024, up from 737 in Q3 2024.
  • Funds reported $29.5B of AvalonBay Communities stock for Q4 2024, down 0.85% quarter-over-quarter.
  • 102 funds opened new AvalonBay Communities positions in Q4 2024 and 64 closed out, a net change of +38 holders.
  • The largest AvalonBay Communities buyer in Q4 2024 was T. Rowe Price Associates, an estimated $302M added.
  • The largest AvalonBay Communities seller in Q4 2024 was Citadel Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2024.