We are live on ! Find out more
AVB icon

AvalonBay Communities

462 hedge funds and large institutions have $23.7B invested in AvalonBay Communities in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 169 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 36

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 451462 (+11)

3% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 164

0% more capital invested

Capital invested by funds: $23.7B → $23.7B (+$19.4M)

0.21% less ownership

Funds ownership: 97.66%97.46% (-0.21%)

16% less call options, than puts

Call options by funds: $65.9M | Put options by funds: $78.1M

Holders
462
Holders Change
+11
Holders Change %
+2.44%
% of All Funds
11.55%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.42%
New
53
Increased
169
Reduced
164
Closed
36
Calls
$65.9M
Puts
$78.1M
Net Calls
-$12.2M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
351
Peachtree Investment Advisors
Georgia
$400K +$381K +2,259 New
Jennison Associates
352
Jennison Associates
New York
$393K +$374K +2,221 New
ICM
353
IronBridge Capital Management
Illinois
$391K
QI
354
Quotient Investors
New York
$377K
DADC
355
D.A. Davidson & Co
Montana
$377K +$145K +859 +67%
JIC
356
Johnson Investment Counsel
Ohio
$369K
AP
357
Advisor Partners
California
$368K +$71.3K +423 +26%
AG
358
Advisor Group
Arizona
$352K +$49.4K +293 +17%
SCM
359
Shelton Capital Management
Colorado
$340K +$323K +1,919 New
Verition Fund Management
360
Verition Fund Management
Connecticut
$335K +$319K +1,891 New
W
361
Wealthfront
California
$310K -$35.9K -213 -11%
II
362
IFM Investors
Australia
$306K +$292K +1,730 New
HCA
363
Harbour Capital Advisors
Virginia
$304K
BA
364
Boston Advisors
Massachusetts
$301K -$115K -680 -29%
FMW
365
Farr Miller & Washington
District of Columbia
$288K
PL
366
Parkwood LLC
Ohio
$279K -$159K -943 -37%
MCC
367
Malaga Cove Capital
California
$273K
BC
368
Barnett & Company
Tennessee
$272K -$33.7K -200 -12%
Mackenzie Financial
369
Mackenzie Financial
Ontario, Canada
$269K -$66.1K -392 -21%
IFB
370
iAB Financial Bank
Indiana
$266K
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$265K +$173K +1,025 +219%
FTIOP
372
Fiduciary Trust International of Pennsylvania
Pennsylvania
$261K +$11.6K +69 +5%
LNWWM
373
Laird Norton Wetherby Wealth Management
California
$257K +$245K +1,451 New
PFPT
374
Pinnacle Financial Partners (Tennessee)
Tennessee
$256K -$3.37K -20 -1%
HT
375
HighTower Trust
Texas
$248K +$236K +1,400 New

AVB Hedge Fund Activity: Q4 2016 in Review

462 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2016, worth a combined $23.7B — up 0.08% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AVB positions and 36 closed out — a net gain of 17 holders — while 169 added to existing stakes and 164 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $422M. The largest seller was JP Morgan Chase, cutting an estimated $134M.

  • 462 institutional investors held AvalonBay Communities (AVB) as of Q4 2016, up from 451 in Q3 2016.
  • Funds reported $23.7B of AvalonBay Communities stock for Q4 2016, up 0.08% quarter-over-quarter.
  • 53 funds opened new AvalonBay Communities positions in Q4 2016 and 36 closed out, a net change of +17 holders.
  • The largest AvalonBay Communities buyer in Q4 2016 was Cohen & Steers, an estimated $422M added.
  • The largest AvalonBay Communities seller in Q4 2016 was JP Morgan Chase, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2016.