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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
GT
326
Glenmede Trust
Pennsylvania
$278K -$1.85K -15 -0.6%
CC
327
ClearArc Capital
Ohio
$267K +$2.59K +21 +0.9%
CI
328
Constellation Investments
Ohio
$264K +$24.6K +200 +10%
QBFM
329
QS Batterymarch Financial Management
New York
$252K -$6.04K -49 -2%
TYCC
330
Texas Yale Capital Corp
Florida
$250K – – –
PIA
331
Peachtree Investment Advisors
Georgia
$244K +$254K +2,062 New
FMW
332
Farr Miller & Washington
District of Columbia
$236K -$82.8K -672 -25%
JRP
333
Jasper Ridge Partners
California
$234K – – –
Toronto Dominion Bank
334
Toronto Dominion Bank
Ontario, Canada
$230K +$239K +1,942 New
Federated Hermes
335
Federated Hermes
Pennsylvania
$221K -$1.91M -15,507 -89%
MBTD
336
Mechanics Bank - Trust Department
California
$221K – – –
WTIM
337
Wilmington Trust Investment Management
Delaware
$211K -$61.6K -500 -22%
MCM
338
Munder Capital Management
Michigan
$206K +$12.3K +100 +6%
WMSA
339
Weiss Multi-Strategy Advisers
New York
$202K +$211K +1,711 New
ACA
340
Anchor Capital Advisors
Massachusetts
$201K – – –
PL
341
Parkwood LLC
Ohio
$201K +$210K +1,704 New
WAM
342
Wolverine Asset Management
Illinois
$170K +$24.6K +200 +16%
HNB
343
Huntington National Bank
Ohio
$157K -$3.08K -25 -2%
WOC
344
West Oak Capital
California
$142K -$17.2K -140 -10%
WT
345
Whittier Trust
California
$132K +$36.3K +295 +36%
First Manhattan
346
First Manhattan
New York
$121K – – –
OA
347
OFI Advisors
Pennsylvania
$118K +$27.5K +223 +29%
GIS
348
Guardian Investor Services
New York
$117K – – –
QT
349
Quantbot Technologies
New York
$106K +$61.6K +500 +125%
DekaBank Deutsche Girozentrale
350
DekaBank Deutsche Girozentrale
Germany
$90K – – –
12 13
14
15 16

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.