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AvalonBay Communities
AVB

462 hedge funds and large institutions have $23.7B invested in AvalonBay Communities in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 169 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 36

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

2% more funds holding

Funds holding: 451 → 462 (+11)

3% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 164

0% more capital invested

Capital invested by funds: $23.7B → $23.7B (+$19.4M)

0.21% less ownership

Funds ownership: 97.66% → 97.46% (-0.21%)

16% less call options, than puts

Call options by funds: $65.9M | Put options by funds: $78.1M

Holders
462
Holders Change
+11
Holders Change %
+2.44%
% of All Funds
11.55%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.42%
New
53
Increased
169
Reduced
164
Closed
36
Calls
$65.9M
Puts
$78.1M
Net Calls
-$12.2M
Net Calls Change
-$18.7M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$422M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$126M
3
AAMU
APG Asset Management US
New York
+$125M
4
N
Nuveen
North Carolina
+$74.8M
5
LPC
Long Pond Capital
New York
+$49.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$134M
2
JHIU
Janus Henderson Investors US
Colorado
-$90.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$80.8M
4
Ameriprise
Ameriprise
Minnesota
-$80.5M
5
Invesco
Invesco
Georgia
-$61.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
226
Phocas Financial Corp
California
$2.37M +$12K +71 +0.5%
SLAM
227
Swiss Life Asset Management
$2.35M +$691K +4,100 +45%
AA
228
ALPS Advisors
Colorado
$2.32M -$271K -1,607 -11%
MCIM
229
Meadow Creek Investment Management
Georgia
$2.32M +$2.21M +13,104 New
DLA
230
Douglas Lane & Associates
New York
$2.32M -$3.85M -22,839 -64%
KCM
231
Kennedy Capital Management
Missouri
$2.31M -$524K -3,111 -19%
CCM
232
Cadence Capital Management
Massachusetts
$2.24M +$949K +5,631 +80%
CBOA
233
Commonwealth Bank of Australia
Australia
$2.22M -$112K -667 -5%
Los Angeles Capital Management
234
Los Angeles Capital Management
California
$2.2M -$322K -1,910 -13%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$2.2M -$48K -285 -2%
DnB Asset Management
236
DnB Asset Management
Norway
$2.18M +$185K +1,100 +10%
KFS
237
Kissinger Financial Services
Maryland
$2.14M +$4.55K +27 +0.2%
Envestnet Asset Management
238
Envestnet Asset Management
Illinois
$2.05M -$821K -4,869 -30%
BNP Paribas Asset Management
239
BNP Paribas Asset Management
France
$2.05M -$3.28M -19,462 -63%
V
240
Veritable
Delaware
$2M -$2.02K -12 -0.1%
AC
241
Allstate Corporation
Illinois
$1.97M -$3.23M -19,149 -63%
WHG
242
Westwood Holdings Group
Texas
$1.96M -$84.6K -502 -4%
SIM
243
Sentry Investment Management
Wisconsin
$1.94M +$199K +1,182 +12%
ECM
244
EII Capital Management
New York
$1.93M +$1.08M +6,400 +142%
BFM
245
Boston Financial Management
Massachusetts
$1.93M -$1.25M -7,423 -41%
DILIC
246
Dai-ichi Life Insurance Company
Japan
$1.91M +$1.81M +10,761 New
Jacobs Levy Equity Management
247
Jacobs Levy Equity Management
New Jersey
$1.9M -$1.51M -8,960 -45%
EP
248
Elkfork Partners
Oregon
$1.82M +$1.74M +10,296 New
LMGAM
249
Liberty Mutual Group Asset Management
Massachusetts
$1.77M +$229K +1,357 +16%
KRS
250
Kentucky Retirement Systems
Kentucky
$1.76M -$89.2K -529 -5%
8 9
10
11 12

AVB Hedge Fund Activity: Q4 2016 in Review

462 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2016, worth a combined $23.7B — up 0.08% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AVB positions and 36 closed out — a net gain of 17 holders — while 169 added to existing stakes and 164 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $422M. The largest seller was JP Morgan Chase, cutting an estimated $134M.

  • 462 institutional investors held AvalonBay Communities (AVB) as of Q4 2016, up from 451 in Q3 2016.
  • Funds reported $23.7B of AvalonBay Communities stock for Q4 2016, up 0.08% quarter-over-quarter.
  • 53 funds opened new AvalonBay Communities positions in Q4 2016 and 36 closed out, a net change of +17 holders.
  • The largest AvalonBay Communities buyer in Q4 2016 was Cohen & Steers, an estimated $422M added.
  • The largest AvalonBay Communities seller in Q4 2016 was JP Morgan Chase, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2016.