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AvalonBay Communities

458 hedge funds and large institutions have $25.2B invested in AvalonBay Communities in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 169 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $23.7B → $25.2B (+$1.48B)

2.59% more ownership

Funds ownership: 97.46%100.05% (+2.6%)

1% less funds holding

Funds holding: 462458 (-4)

6% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 180

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

49% less call options, than puts

Call options by funds: $47M | Put options by funds: $92.4M

Holders
458
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
11.4%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.32%
New
35
Increased
169
Reduced
180
Closed
31
Calls
$47M
Puts
$92.4M
Net Calls
-$45.4M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
326
Rowland Carmichael Advisors
Arizona
$441K
AP
327
Advisor Partners
California
$429K +$46.6K +260 +13%
ECM
328
Everence Capital Management
Indiana
$425K
SCM
329
Shelton Capital Management
Colorado
$418K +$64.2K +358 +19%
UR
330
USCA RIA
Texas
$417K -$17.9K -100 -4%
BC
331
Brinker Capital
Pennsylvania
$404K +$395K +2,201 New
HT
332
HighTower Trust
Texas
$397K +$137K +765 +55%
ASN
333
Advisory Services Network
Georgia
$396K +$387K +2,159 New
W
334
Wealthfront
California
$393K +$69.6K +388 +22%
QI
335
Quotient Investors
New York
$391K
Millennium Management
336
Millennium Management
New York
$390K -$1.14M -6,362 -75%
CG
337
Cutler Group
California
$390K -$358K -1,998 -48%
JIC
338
Johnson Investment Counsel
Ohio
$390K +$7.54K +42 +2%
DADC
339
D.A. Davidson & Co
Montana
$383K -$9.33K -52 -2%
TMAM
340
Tokio Marine Asset Management
Japan
$377K -$91.9K -512 -20%
IRF
341
IBM Retirement Fund
New York
$375K -$2.04M -11,356 -88%
GT
342
Glenmede Trust
Pennsylvania
$356K +$112K +625 +47%
ARTA
343
A.R.T. Advisors
New York
$348K +$341K +1,900 New
Nomura Holdings
344
Nomura Holdings
Japan
$347K -$1.37M -7,618 -80%
Federated Hermes
345
Federated Hermes
Pennsylvania
$340K -$284K -1,582 -46%
NFA
346
Nuveen Fund Advisors
Illinois
$334K -$106K -593 -25%
LOAME
347
Lombard Odier Asset Management (Europe)
United Kingdom
$330K -$88.8K -495 -22%
LNWWM
348
Laird Norton Wetherby Wealth Management
California
$327K +$58.8K +328 +23%
HCA
349
Harbour Capital Advisors
Virginia
$315K
BA
350
Boston Advisors
Massachusetts
$312K

AVB Hedge Fund Activity: Q1 2017 in Review

458 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2017, worth a combined $25.2B — up 6.3% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVB positions and 31 closed out — a net gain of 4 holders — while 169 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $2.49B. The largest seller was Morgan Stanley, cutting an estimated $200M.

  • 458 institutional investors held AvalonBay Communities (AVB) as of Q1 2017, down from 462 in Q4 2016.
  • Funds reported $25.2B of AvalonBay Communities stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 35 funds opened new AvalonBay Communities positions in Q1 2017 and 31 closed out, a net change of +4 holders.
  • The largest AvalonBay Communities buyer in Q1 2017 was BlackRock, an estimated $2.49B added.
  • The largest AvalonBay Communities seller in Q1 2017 was Morgan Stanley, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2017.