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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
ARMT
301
Amica Retiree Medical Trust
Rhode Island
$408K +$426K +3,455 New
FT
302
Fiduciary Trust
Massachusetts
$393K +$64.7K +525 +19%
AC
303
Andromeda Capital
New York
$389K +$405K +3,287 New
WT
304
Wilmington Trust
Delaware
$385K +$370 +3 +0.1%
EOJOAM
305
E. Ohman J:or Asset Management
Sweden
$379K – – –
AB
306
Amalgamated Bank
New York
$378K +$393K +3,193 New
DILH
307
Dai-ichi Life Holdings
Japan
$362K – – –
SCM
308
Salem Capital Management
Massachusetts
$358K – – –
PSUF
309
People's United Financial
Connecticut
$352K -$6.78K -55 -2%
PAM
310
PartnerRe Asset Management
Connecticut
$346K -$21.2K -172 -6%
AAM
311
Advisors Asset Management
Colorado
$344K -$213K -1,727 -37%
SWM
312
Segment Wealth Management
Texas
$341K +$37K +300 +12%
Mackenzie Financial
313
Mackenzie Financial
Ontario, Canada
$340K -$630K -5,115 -64%
AIS
314
American Investment Services
Massachusetts
$336K – – –
OMCS
315
Old Mutual Customised Solutions
South Africa
$331K – – –
BAS
316
Brown Advisory Securities
Maryland
$327K – – –
LIA
317
LS Investment Advisors
Michigan
$324K +$274K +2,225 +431%
VAM
318
Visium Asset Management
New York
$316K +$329K +2,672 New
BF
319
BOK Financial
Oklahoma
$308K -$9.86K -80 -3%
AIP
320
Ameritas Investment Partners
Nebraska
$306K – – –
CLOS
321
Compagnie Lombard Odier SCmA
Switzerland
$302K +$315K +2,554 New
Rafferty Asset Management
322
Rafferty Asset Management
New York
$301K -$135K -1,096 -30%
JIC
323
Johnson Investment Counsel
Ohio
$293K – – –
1GA
324
1st Global Advisors
Texas
$287K -$96.6K -784 -24%
PRA
325
Parametric Risk Advisors
Connecticut
$282K – – –
11 12
13
14 15

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.