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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
TRCT
351
Tower Research Capital (TRC)
New York
$90K +$30.6K +248 +48%
ARMC
352
American Research & Management Company
Massachusetts
$85K – – –
GLI
353
Guardian Life Insurance
New York
$81K -$95.4K -774 -53%
DADC
354
D.A. Davidson & Co
Montana
$76K +$9.86K +80 +14%
FFC
355
First Financial Corp
Indiana
$66K – – –
BCM
356
Blume Capital Management
California
$66K +$69K +560 New
EWM
357
Edge Wealth Management
New York
$61K – – –
GXMC
358
Global X Management Company
New York
$60K – – –
Bessemer Group
359
Bessemer Group
New Jersey
$55K – – –
IMS
360
Index Management Solutions
Pennsylvania
$47K -$18.2K -148 -27%
FQ
361
First Quadrant
California
$47K – – –
LWCFA
362
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K – – –
HR
363
Howe & Rusling
New York
$45K – – –
DSC
364
Duncker Streett & Co
Missouri
$43K – – –
FHA
365
First Horizon Advisors
Tennessee
$39K +$40.3K +327 New
MIC
366
MU Investments Company
Japan
$37K – – –
JFGIW
367
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K +$31.9K +259 New
M&T Bank
368
M&T Bank
New York
$30K -$12.3K -100 -28%
BC
369
Bartlett & Co
Ohio
$26K -$862 -7 -3%
CAL
370
Capital Analysts LLC
Pennsylvania
$24.2K +$3.82K +31 +18%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$24K +$12.7K +103 +103%
PG
372
PEAK6 Group
Illinois
$24K +$24.6K +200 New
EFSCE
373
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$862 -7 -4%
Envestnet Asset Management
374
Envestnet Asset Management
Illinois
$19K -$739 -6 -4%
EWM
375
Evercore Wealth Management
New York
$17K -$986 -8 -5%
13 14
15
16 17

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.