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AIV

Aimco

271 hedge funds and large institutions have $4.44B invested in Aimco in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $3.88B → $4.44B (+$561M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

3% less funds holding

Funds holding: 279271 (-8)

14.96% less ownership

Funds ownership: 771.24%756.27% (-15%)

18% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 114

89% less call options, than puts

Call options by funds: $69K | Put options by funds: $624K

Holders
271
Holders Change
-8
Holders Change %
-2.87%
% of All Funds
7.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
94
Reduced
114
Closed
28
Calls
$69K
Puts
$624K
Net Calls
-$555K
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$644M +$14.9M +3,889,921 +2%
Cohen & Steers
2
Cohen & Steers
New York
$508M -$369K -96,230 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$277M +$459K +119,560 +0.2%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$204M -$11.7M -3,040,180 -6%
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$178M +$56.7M +14,780,147 +50%
BIT
6
BlackRock Institutional Trust
California
$170M +$300K +78,101 +0.2%
State Street
7
State Street
Massachusetts
$167M -$3.86M -1,007,548 -2%
PI
8
PGGM Investments
Netherlands
$157M
HCM
9
Herndon Capital Management
Georgia
$143M +$548K +142,817 +0.4%
Principal Financial Group
10
Principal Financial Group
Iowa
$122M +$3.49M +909,029 +3%
PSCM
11
Pershing Square Capital Management
New York
$113M +$108M +28,145,959 New
SCRM
12
Security Capital Research & Management
Illinois
$95.4M -$35M -9,114,694 -28%
BFA
13
BlackRock Fund Advisors
California
$90.8M +$4.99M +1,302,070 +6%
Northern Trust
14
Northern Trust
Illinois
$80.6M +$14.9M +3,891,399 +24%
JP Morgan Chase
15
JP Morgan Chase
New York
$78.1M -$4.84M -1,260,580 -6%
Allianz Asset Management
16
Allianz Asset Management
Germany
$69.9M +$66.6M +17,368,298 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$53.5M +$2M +521,701 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$49.2M -$3.45M -900,163 -7%
AAMU
19
APG Asset Management US
New York
$39.9M -$16.5M -4,310,699 -30%
ACM
20
Adelante Capital Management
California
$36.9M -$5.4M -1,407,383 -13%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$36.7M +$1.08M +280,619 +3%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$36M -$12.1M -3,147,002 -26%
Norges Bank
23
Norges Bank
Norway
$34.5M
LPC
24
Long Pond Capital
New York
$32.1M +$1.39M +361,828 +5%
BG
25
BlackRock Group
United Kingdom
$31.3M +$266K +69,348 +0.9%

AIV Hedge Fund Activity: Q1 2014 in Review

271 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Aimco (AIV) for Q1 2014, worth a combined $4.44B — up 14% from $3.88B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AIV and 26 opened new positions — a net loss of 2 holders — while 114 trimmed existing stakes and 94 added.

The largest buyer was Pershing Square Capital Management, opening a new position worth an estimated $108M. The largest seller was Security Capital Research & Management, cutting an estimated $35M.

  • 271 institutional investors held Aimco (AIV) as of Q1 2014, down from 279 in Q4 2013.
  • Funds reported $4.44B of Aimco stock for Q1 2014, up 14% quarter-over-quarter.
  • 26 funds opened new Aimco positions in Q1 2014 and 28 closed out, a net change of -2 holders.
  • The largest Aimco buyer in Q1 2014 was Pershing Square Capital Management, an estimated $108M added.
  • The largest Aimco seller in Q1 2014 was Security Capital Research & Management, an estimated $35M sold.

Based on aggregated 13F filings for Q1 2014.