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AIV

Aimco

275 hedge funds and large institutions have $6.01B invested in Aimco in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $364K | Put options by funds: $117K

40% more capital invested

Capital invested by funds: $4.28B → $6.01B (+$1.73B)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

5.75% more ownership

Funds ownership: 734.64%740.39% (+5.7%)

2% more funds holding

Funds holding: 270275 (+5)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
275
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
8.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
102
Reduced
101
Closed
21
Calls
$364K
Puts
$117K
Net Calls
+$247K
Net Calls Change
-$113K
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.92B
Vanguard Group
2
Vanguard Group
Pennsylvania
$573M +$10.8M +2,777,563 +2%
Cohen & Steers
3
Cohen & Steers
New York
$470M +$85M +21,886,538 +21%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$322M -$14.8M -3,824,852 -4%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$223M +$55.1M +14,186,411 +31%
SCRM
6
Security Capital Research & Management
Illinois
$196M +$865K +222,689 +0.6%
State Street
7
State Street
Massachusetts
$153M -$4.37M -1,125,548 -3%
BIT
8
BlackRock Institutional Trust
California
$153M +$1.63M +420,381 +1%
PI
9
PGGM Investments
Netherlands
$145M
JP Morgan Chase
10
JP Morgan Chase
New York
$139M +$13.3M +3,429,806 +10%
HCM
11
Herndon Capital Management
Georgia
$135M +$1.49M +383,477 +1%
Principal Financial Group
12
Principal Financial Group
Iowa
$97.3M -$2.4M -617,097 -2%
BFA
13
BlackRock Fund Advisors
California
$85.4M -$5.27M -1,356,818 -6%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$82.7M +$2.76M +710,144 +3%
Northern Trust
15
Northern Trust
Illinois
$61.3M -$991K -255,314 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$51.2M +$752K +193,578 +1%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$45.9M +$4.45M +1,145,171 +10%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$45.2M +$1.91M +491,050 +4%
ACM
19
Adelante Capital Management
California
$43.8M +$2.15M +554,513 +5%
AAMU
20
APG Asset Management US
New York
$42.6M +$44.5M +11,453,139 New
Charles Schwab
21
Charles Schwab
California
$35.1M +$3.76M +968,160 +12%
Norges Bank
22
Norges Bank
Norway
$33M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$32.9M +$1.2M +309,055 +4%
JHIU
24
Janus Henderson Investors US
Colorado
$31.4M +$31.3M +8,075,069 +2,213%
Deutsche Bank
25
Deutsche Bank
Germany
$28.3M -$5.22M -1,344,311 -15%

AIV Hedge Fund Activity: Q3 2013 in Review

275 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Aimco (AIV) for Q3 2013, worth a combined $6.01B — up 40% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AIV positions and 21 closed out — a net gain of 6 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $85M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $27.9M.

  • 275 institutional investors held Aimco (AIV) as of Q3 2013, up from 270 in Q2 2013.
  • Funds reported $6.01B of Aimco stock for Q3 2013, up 40% quarter-over-quarter.
  • 27 funds opened new Aimco positions in Q3 2013 and 21 closed out, a net change of +6 holders.
  • The largest Aimco buyer in Q3 2013 was Cohen & Steers, an estimated $85M added.
  • The largest Aimco seller in Q3 2013 was CBRE Investment Management Listed Real Assets, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2013.