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AvalonBay Communities

458 hedge funds and large institutions have $25.2B invested in AvalonBay Communities in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 169 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $23.7B → $25.2B (+$1.48B)

2.59% more ownership

Funds ownership: 97.46%100.05% (+2.6%)

1% less funds holding

Funds holding: 462458 (-4)

6% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 180

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

49% less call options, than puts

Call options by funds: $47M | Put options by funds: $92.4M

Holders
458
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
11.4%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.32%
New
35
Increased
169
Reduced
180
Closed
31
Calls
$47M
Puts
$92.4M
Net Calls
-$45.4M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
251
EII Capital Management
New York
$1.47M -$520K -2,900 -27%
RJA
252
Raymond James & Associates
Florida
$1.45M +$131K +730 +10%
TAM
253
Tyers Asset Management
Texas
$1.44M +$66K +368 +5%
VKH
254
Virtu KCG Holdings
New York
$1.41M -$139K -772 -9%
CWM
255
Concentric Wealth Management
California
$1.36M +$72.7K +405 +6%
PAM
256
Panagora Asset Management
Massachusetts
$1.36M +$123K +685 +10%
Jacobs Levy Equity Management
257
Jacobs Levy Equity Management
New Jersey
$1.35M -$604K -3,364 -31%
BNP Paribas Asset Management
258
BNP Paribas Asset Management
France
$1.32M -$781K -4,352 -38%
William Blair & Company
259
William Blair & Company
Illinois
$1.32M +$7.89K +44 +0.6%
PA
260
Profund Advisors
Maryland
$1.31M -$1.26K -7 -0.1%
CBOA
261
Commonwealth Bank of Australia
Australia
$1.3M -$974K -5,431 -43%
LMGAM
262
Liberty Mutual Group Asset Management
Massachusetts
$1.29M -$527K -2,940 -29%
GAM
263
Gotham Asset Management
New York
$1.27M +$1.25M +6,943 New
PP
264
Paloma Partners
Connecticut
$1.23M -$26K -145 -2%
N
265
Natixis
France
$1.2M +$390K +2,174 +50%
BFM
266
Boston Financial Management
Massachusetts
$1.18M -$796K -4,439 -41%
PP
267
Prudential plc
United Kingdom
$1.16M -$17.9K -100 -2%
1GA
268
1st Global Advisors
Texas
$1.16M -$13.8K -77 -1%
Stifel Financial
269
Stifel Financial
Missouri
$1.14M +$48.4K +270 +5%
LOAMS
270
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.13M +$1.1M +6,155 New
HCM
271
HMS Capital Management
Tennessee
$1.11M +$94.9K +529 +10%
SLI
272
Sumitomo Life Insurance
Japan
$1.11M -$67.3K -375 -6%
EI
273
Elkhorn Investments
Illinois
$1.08M +$1.06M +5,881 New
HighTower Advisors
274
HighTower Advisors
Illinois
$1.08M -$453K -2,523 -30%
CI
275
Cigna Investments
Connecticut
$1.05M +$104K +581 +11%

AVB Hedge Fund Activity: Q1 2017 in Review

458 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2017, worth a combined $25.2B — up 6.3% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVB positions and 31 closed out — a net gain of 4 holders — while 169 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $2.49B. The largest seller was Morgan Stanley, cutting an estimated $200M.

  • 458 institutional investors held AvalonBay Communities (AVB) as of Q1 2017, down from 462 in Q4 2016.
  • Funds reported $25.2B of AvalonBay Communities stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 35 funds opened new AvalonBay Communities positions in Q1 2017 and 31 closed out, a net change of +4 holders.
  • The largest AvalonBay Communities buyer in Q1 2017 was BlackRock, an estimated $2.49B added.
  • The largest AvalonBay Communities seller in Q1 2017 was Morgan Stanley, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2017.