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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
FTI
276
Fiduciary Trust International
Massachusetts
$668K – – –
PVH
277
Psagot Value Holdings
Israel
$664K -$403K -3,273 -37%
Truist Financial
278
Truist Financial
North Carolina
$661K +$30.2K +245 +5%
SCM
279
Stux Capital Management
New York
$650K +$12.3K +100 +2%
ACM
280
Avalon Capital Management
California
$634K +$661K +5,365 New
GCP
281
GSA Capital Partners
United Kingdom
$632K +$658K +5,344 New
RBA
282
Richard Bernstein Advisors
New York
$622K – – –
AAIM
283
American Assets Investment Management
California
$615K -$222K -1,800 -26%
CI
284
Conning Inc
Connecticut
$603K +$77.6K +630 +14%
CG
285
Clinton Group
New York
$595K +$620K +5,032 New
AAM
286
AR Asset Management
California
$591K – – –
CIBC World Market
287
CIBC World Market
Ontario, Canada
$591K +$382K +3,100 +163%
B
288
Bailard
California
$544K -$262K -2,123 -32%
COPPSERS
289
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$528K -$2.51M -20,375 -82%
KRSITF
290
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$509K -$3.2K -26 -0.6%
JIM
291
Jupiter Investment Management
United Kingdom
$496K -$788K -6,400 -60%
GIM
292
Grassi Investment Management
California
$489K – – –
ICM
293
IronBridge Capital Management
Illinois
$472K -$88.9K -722 -15%
PCM
294
Prelude Capital Management
New York
$461K -$101K -820 -17%
DL
295
Delta Lloyd
Netherlands
$456K +$87.6K +711 +23%
PSI
296
Pinnacle Summer Investments
Virginia
$455K +$8.01K +65 +2%
MERSOM
297
Municipal Employees' Retirement System of Michigan
Michigan
$449K – – –
Commonwealth Equity Services
298
Commonwealth Equity Services
Massachusetts
$443K +$143K +1,162 +45%
NIM
299
NuWave Investment Management
New Jersey
$443K +$462K +3,748 New
BA
300
BlackRock Advisors
Delaware
$436K +$6.9K +56 +2%
10 11
12
13 14

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.