We are live on ! Find out more
AVB icon

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
FMW
351
Farr Miller & Washington
District of Columbia
$298K
MCC
352
Malaga Cove Capital
California
$284K
PCMM
353
Private Capital Management (Minnesota)
Minnesota
$275K -$323K -1,800 -55%
IFB
354
iAB Financial Bank
Indiana
$275K
BCM
355
Bayesian Capital Management
New York
$275K +$269K +1,500 New
LPL Financial
356
LPL Financial
California
$271K +$16.1K +90 +6%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$269K -$4.84K -27 -2%
PG
358
PEAK6 Group
Illinois
$263K -$390K -2,174 -60%
PL
359
Parkwood LLC
Ohio
$261K -$27.3K -152 -10%
PL
360
Perpetual Ltd
Australia
$260K +$251K +1,400 New
SWM
361
Segment Wealth Management
Texas
$255K
MC
362
Miles Capital
Iowa
$250K +$245K +1,364 New
LI
363
Lafayette Investments
Maryland
$248K
FC
364
FCA Corp
Texas
$247K
BC
365
Barnett & Company
Tennessee
$245K -$35.9K -200 -13%
PFPT
366
Pinnacle Financial Partners (Tennessee)
Tennessee
$234K -$31.4K -175 -12%
BMO
367
Beck Mack & Oliver
New York
$227K
Edgewood Management
368
Edgewood Management
Connecticut
$227K
MCM
369
MV Capital Management
Maryland
$216K
EP
370
Edgestream Partners
New Jersey
$216K +$211K +1,178 New
WT
371
Whittier Trust
California
$210K +$5.56K +31 +3%
FTIOP
372
Fiduciary Trust International of Pennsylvania
Pennsylvania
$207K -$61.7K -344 -23%
Verition Fund Management
373
Verition Fund Management
Connecticut
$202K -$142K -791 -42%
SC
374
Savant Capital
Illinois
$200K -$10.8K -60 -5%
WOC
375
West Oak Capital
California
$195K

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.