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AvalonBay Communities

446 hedge funds and large institutions have $22.7B invested in AvalonBay Communities in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 158 increasing their positions, 163 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $87.8M | Put options by funds: $38.9M

34% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $21.4B → $22.7B (+$1.26B)

2% more funds holding

Funds holding: 436446 (+10)

0.69% less ownership

Funds ownership: 99.22%98.53% (-0.69%)

3% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 163

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
446
Holders Change
+10
Holders Change %
+2.29%
% of All Funds
11.89%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.53%
New
51
Increased
158
Reduced
163
Closed
38
Calls
$87.8M
Puts
$38.9M
Net Calls
+$48.9M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
276
Baldwin Wealth Partners
Massachusetts
$1.28M +$720K +4,165 +132%
SIM
277
Sentry Investment Management
Wisconsin
$1.22M -$3.63M -21,000 -75%
FNBT
278
FineMark National Bank & Trust
Florida
$1.21M +$570K +3,296 +91%
Stifel Financial
279
Stifel Financial
Missouri
$1.17M +$149K +861 +15%
KeyBank National Association
280
KeyBank National Association
Ohio
$1.15M -$20.9K -121 -2%
Federated Hermes
281
Federated Hermes
Pennsylvania
$1.11M -$205K -1,184 -16%
PS
282
Pensionfund Sabic
Netherlands
$1.1M +$1.09M +6,302 New
PAM
283
Panagora Asset Management
Massachusetts
$1.07M -$112K -648 -10%
Two Sigma Investments
284
Two Sigma Investments
New York
$1.02M +$1.01M +5,850 New
PRCM
285
Pine River Capital Management
Minnesota
$1.01M +$1.01M +5,827 New
TMAM
286
Tokio Marine Asset Management
Japan
$989K -$76.7K -444 -7%
MYAM
287
Meiji Yasuda Asset Management
Japan
$980K -$156K -900 -14%
Ninety One (UK)
288
Ninety One (UK)
United Kingdom
$979K +$971K +5,619 New
WCA
289
Waratah Capital Advisors
Ontario, Canada
$972K +$964K +5,580 New
GCP
290
GSA Capital Partners
United Kingdom
$940K +$704K +4,074 +308%
PCM
291
Prelude Capital Management
New York
$924K +$916K +5,300 New
Parallax Volatility Advisers
292
Parallax Volatility Advisers
California
$915K +$99.2K +574 +12%
AAIM
293
American Assets Investment Management
California
$906K
KCMRT
294
Kemper Corp Master Retirement Trust
Illinois
$894K
ICM
295
IronBridge Capital Management
Illinois
$883K -$384K -2,220 -30%
AAM
296
AR Asset Management
California
$871K
CRM
297
Cramer Rosenthal McGlynn
Connecticut
$871K
NMIMC
298
Northwestern Mutual Investment Management Company
Wisconsin
$839K +$832K +4,815 New
TH
299
Timber Hill
Connecticut
$829K +$822K +4,759 New
CI
300
Conning Inc
Connecticut
$800K -$6.91K -40 -0.9%

AVB Hedge Fund Activity: Q1 2015 in Review

446 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2015, worth a combined $22.7B — up 5.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AVB positions and 38 closed out — a net gain of 13 holders — while 158 added to existing stakes and 163 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $358M.

  • 446 institutional investors held AvalonBay Communities (AVB) as of Q1 2015, up from 436 in Q4 2014.
  • Funds reported $22.7B of AvalonBay Communities stock for Q1 2015, up 5.9% quarter-over-quarter.
  • 51 funds opened new AvalonBay Communities positions in Q1 2015 and 38 closed out, a net change of +13 holders.
  • The largest AvalonBay Communities buyer in Q1 2015 was Wellington Management Group, an estimated $159M added.
  • The largest AvalonBay Communities seller in Q1 2015 was Goldman Sachs, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2015.