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AvalonBay Communities

397 hedge funds and large institutions have $16.7B invested in AvalonBay Communities in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 142 increasing their positions, 148 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $51M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

12% more capital invested

Capital invested by funds: $15B → $16.7B (+$1.75B)

2% more funds holding

Funds holding: 389397 (+8)

0.6% more ownership

Funds ownership: 97.68%98.28% (+0.6%)

4% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 148

Holders
397
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
11.47%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.58%
New
44
Increased
142
Reduced
148
Closed
33
Calls
$81.2M
Puts
$51M
Net Calls
+$30.2M
Net Calls Change
-$82.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
326
Texas Yale Capital Corp
Florida
$278K
AAM
327
Aureus Asset Management
Massachusetts
$276K +$265K +2,100 New
PIA
328
Peachtree Investment Advisors
Georgia
$273K +$2.27K +18 +0.9%
GH
329
GAM Holding
Switzerland
$272K -$3.66M -29,000 -93%
QBFM
330
QS Batterymarch Financial Management
New York
$263K -$15.6K -124 -6%
FMW
331
Farr Miller & Washington
District of Columbia
$263K
JRP
332
Jasper Ridge Partners
California
$260K
Federated Hermes
333
Federated Hermes
Pennsylvania
$258K +$12.1K +96 +5%
Toronto Dominion Bank
334
Toronto Dominion Bank
Ontario, Canada
$255K
MBTD
335
Mechanics Bank - Trust Department
California
$246K
WT
336
Whittier Trust
California
$246K +$95.8K +760 +68%
SCM
337
Stevens Capital Management
Pennsylvania
$236K -$13.6M -107,612 -98%
WTIM
338
Wilmington Trust Investment Management
Delaware
$235K
CLOS
339
Compagnie Lombard Odier SCmA
Switzerland
$231K -$101K -800 -31%
MCM
340
Munder Capital Management
Michigan
$230K +$1.26K +10 +0.6%
Bank of Nova Scotia
341
Bank of Nova Scotia
Ontario, Canada
$226K +$217K +1,724 New
ACA
342
Anchor Capital Advisors
Massachusetts
$223K
BKBG
343
BHF Kleinwort Benson Group
Belgium
$210K +$202K +1,601 New
BF
344
BOK Financial
Oklahoma
$207K -$129K -1,023 -39%
NB
345
Norinchukin Bank
Japan
$207K +$199K +1,576 New
Los Angeles Capital Management
346
Los Angeles Capital Management
California
$206K +$198K +1,572 New
IPRC
347
Indices-Pac Research Corporation
New Jersey
$204K -$768K -6,095 -80%
MCC
348
Malaga Cove Capital
California
$203K +$195K +1,547 New
DADC
349
D.A. Davidson & Co
Montana
$165K +$77.9K +618 +94%
WOC
350
West Oak Capital
California
$158K

AVB Hedge Fund Activity: Q1 2014 in Review

397 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2014, worth a combined $16.7B — up 12% from $15B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVB positions and 33 closed out — a net gain of 11 holders — while 142 added to existing stakes and 148 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $176M. The largest seller was Daiwa Securities Group, cutting an estimated $174M.

  • 397 institutional investors held AvalonBay Communities (AVB) as of Q1 2014, up from 389 in Q4 2013.
  • Funds reported $16.7B of AvalonBay Communities stock for Q1 2014, up 12% quarter-over-quarter.
  • 44 funds opened new AvalonBay Communities positions in Q1 2014 and 33 closed out, a net change of +11 holders.
  • The largest AvalonBay Communities buyer in Q1 2014 was PGGM Investments, an estimated $176M added.
  • The largest AvalonBay Communities seller in Q1 2014 was Daiwa Securities Group, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2014.