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AvalonBay Communities
AVB

389 hedge funds and large institutions have $15B invested in AvalonBay Communities in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 151 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

434% more call options, than puts

Call options by funds: $138M | Put options by funds: $25.9M

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

2% more funds holding

Funds holding: 381 → 389 (+8)

8% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 140

3.17% less ownership

Funds ownership: 100.85% → 97.68% (-3.2%)

10% less capital invested

Capital invested by funds: $16.6B → $15B (-$1.63B)

39% less funds holding in top 10

Funds holding in top 10: 23 → 14 (-9)

Holders
389
Holders Change
+8
Holders Change %
+2.1%
% of All Funds
11.29%
Holding in Top 10
14
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-39.13%
% of All Funds
0.41%
New
44
Increased
151
Reduced
140
Closed
36
Calls
$138M
Puts
$25.9M
Net Calls
+$112M
Net Calls Change
+$83.2M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$155M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$78.1M
3
Barclays
Barclays
United Kingdom
+$43.8M
4
Goldman Sachs
Goldman Sachs
New York
+$39.5M
5
BC
Brookfield Corp
Ontario, Canada
+$31.4M

Top Sellers

1
LBH
Lehman Brothers Holdings
New York
-$892M
2
EVM
Eaton Vance Management
Massachusetts
-$103M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.2M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$78.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$65.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
226
Gateway Investment Advisers
Ohio
$1.54M +$61.6K +500 +4%
WHG
227
Westwood Holdings Group
Texas
$1.53M +$185K +1,500 +13%
MM
228
Midas Management
New York
$1.52M – – –
RCM
229
Riverhead Capital Management
Delaware
$1.51M +$1.08M +8,794 +220%
AAM
230
Aberdeen Asset Management
United Kingdom
$1.51M – – –
HI
231
Honeywell International
North Carolina
$1.46M +$1.52M +12,330 New
Calamos Advisors
232
Calamos Advisors
Illinois
$1.42M +$1.48M +12,000 New
PFC
233
Phocas Financial Corp
California
$1.41M +$3.57K +29 +0.2%
BPBT
234
Boston Private Bank & Trust
Massachusetts
$1.38M – – –
CAM
235
Capstone Asset Management
Texas
$1.33M -$892K -7,237 -39%
JG
236
Jefferies Group
New York
$1.3M +$1.09M +8,834 +403%
ARC
237
Absolute Return Capital
Massachusetts
$1.26M +$1.31M +10,652 New
SI
238
Stephens Inc
Arkansas
$1.22M -$36.3K -295 -3%
NG
239
NatWest Group
United Kingdom
$1.21M +$242K +1,966 +24%
KRS
240
Kentucky Retirement Systems
Kentucky
$1.19M -$7.51K -61 -0.6%
Korea Investment Corp
241
Korea Investment Corp
South Korea
$1.18M -$49.3K -400 -4%
PA
242
Profund Advisors
Maryland
$1.18M -$65K -528 -5%
LSERS
243
Louisiana State Employees Retirement System
Louisiana
$1.16M +$1.21M +9,800 New
FCAM
244
F&C Asset Management
United Kingdom
$1.13M +$235K +1,911 +25%
PI
245
Placemark Investments
Illinois
$1.1M +$106K +864 +10%
BMCMI
246
Bryn Mawr Capital Management Inc
Pennsylvania
$1.1M -$10.3K -84 -0.9%
TMAM
247
Tokio Marine Asset Management
Japan
$1.1M -$81.9K -665 -7%
MYAM
248
Meiji Yasuda Asset Management
Japan
$1.09M – – –
Tudor Investment Corp
249
Tudor Investment Corp
Connecticut
$1.09M +$1.14M +9,220 New
LCM
250
Landscape Capital Management
New Jersey
$1.09M +$1.13M +9,200 New
8 9
10
11 12

AVB Hedge Fund Activity: Q4 2013 in Review

389 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2013, worth a combined $15B — down 9.8% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVB positions and 36 closed out — a net gain of 8 holders — while 151 added to existing stakes and 140 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Lehman Brothers Holdings, exiting entirely with an estimated $892M sold.

  • 389 institutional investors held AvalonBay Communities (AVB) as of Q4 2013, up from 381 in Q3 2013.
  • Funds reported $15B of AvalonBay Communities stock for Q4 2013, down 9.8% quarter-over-quarter.
  • 44 funds opened new AvalonBay Communities positions in Q4 2013 and 36 closed out, a net change of +8 holders.
  • The largest AvalonBay Communities buyer in Q4 2013 was JP Morgan Chase, an estimated $155M added.
  • The largest AvalonBay Communities seller in Q4 2013 was Lehman Brothers Holdings, an estimated $892M sold.

Based on aggregated 13F filings for Q4 2013.