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AvalonBay Communities

415 hedge funds and large institutions have $18.7B invested in AvalonBay Communities in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 170 increasing their positions, 133 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more call options, than puts

Call options by funds: $199M | Put options by funds: $37.1M

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

28% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 133

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more funds holding

Funds holding: 393415 (+22)

2% more capital invested

Capital invested by funds: $18.4B → $18.7B (+$307M)

0.93% more ownership

Funds ownership: 99.99%100.92% (+0.93%)

Holders
415
Holders Change
+22
Holders Change %
+5.6%
% of All Funds
12.04%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.58%
New
52
Increased
170
Reduced
133
Closed
28
Calls
$199M
Puts
$37.1M
Net Calls
+$162M
Net Calls Change
+$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FMW
351
Farr Miller & Washington
District of Columbia
$229K
Verition Fund Management
352
Verition Fund Management
Connecticut
$227K +$239K +1,610 New
MSU
353
Maple Securities USA
New Jersey
$214K +$225K +1,518 New
NB
354
Norinchukin Bank
Japan
$214K +$225K +1,518 New
CEP
355
Chicago Equity Partners
Illinois
$214K +$225K +1,520 New
FNYS
356
First New York Securities
New York
$193K +$203K +1,370 New
DADC
357
D.A. Davidson & Co
Montana
$183K -$2.23K -15 -1%
LBG
358
Lloyds Banking Group
United Kingdom
$174K -$890 -6 -0.5%
OA
359
OFI Advisors
Pennsylvania
$158K -$2.82K -19 -2%
SSG
360
Summit Securities Group
New York
$158K +$91.8K +619 +124%
WOC
361
West Oak Capital
California
$155K -$14.8K -100 -8%
First Manhattan
362
First Manhattan
New York
$145K
GIS
363
Guardian Investor Services
New York
$131K +$3.71K +25 +3%
SAM
364
Shamrock Asset Management
Texas
$115K +$49.1K +331 +68%
VFA
365
Virtus Fund Advisers
Connecticut
$113K -$159K -1,069 -57%
W
366
Wealthfront
California
$108K +$13.5K +91 +13%
GLI
367
Guardian Life Insurance
New York
$105K +$8.75K +59 +9%
Creative Planning
368
Creative Planning
Kansas
$99K +$85.9K +579 +463%
PTC
369
Private Trust Company
Ohio
$92K +$10.4K +70 +12%
SGC
370
South Georgia Capital
Illinois
$85K +$89K +600 New
BCM
371
Blume Capital Management
California
$79K
FFC
372
First Financial Corp
Indiana
$79K
FHA
373
First Horizon Advisors
Tennessee
$74K -$4K -27 -5%
EWM
374
Edge Wealth Management
New York
$73K
Envestnet Asset Management
375
Envestnet Asset Management
Illinois
$65K +$24.8K +167 +56%

AVB Hedge Fund Activity: Q3 2014 in Review

415 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2014, worth a combined $18.7B — up 1.7% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AVB positions and 28 closed out — a net gain of 24 holders — while 170 added to existing stakes and 133 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $156M. The largest seller was Norges Bank, cutting an estimated $127M.

  • 415 institutional investors held AvalonBay Communities (AVB) as of Q3 2014, up from 393 in Q2 2014.
  • Funds reported $18.7B of AvalonBay Communities stock for Q3 2014, up 1.7% quarter-over-quarter.
  • 52 funds opened new AvalonBay Communities positions in Q3 2014 and 28 closed out, a net change of +24 holders.
  • The largest AvalonBay Communities buyer in Q3 2014 was Deutsche Bank, an estimated $156M added.
  • The largest AvalonBay Communities seller in Q3 2014 was Norges Bank, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2014.