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AvalonBay Communities

523 hedge funds and large institutions have $22.4B invested in AvalonBay Communities in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

5% more capital invested

Capital invested by funds: $21.3B → $22.4B (+$1.1B)

3% more funds holding

Funds holding: 507523 (+16)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

0.48% more ownership

Funds ownership: 93.77%94.25% (+0.48%)

34% less call options, than puts

Call options by funds: $66.6M | Put options by funds: $101M

Holders
523
Holders Change
+16
Holders Change %
+3.16%
% of All Funds
11.97%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
56
Increased
195
Reduced
178
Closed
36
Calls
$66.6M
Puts
$101M
Net Calls
-$34.8M
Net Calls Change
-$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
351
Clearstead Trust
Maine
$481K -$49.6K -300 -10%
ST
352
Spinnaker Trust
Maine
$481K -$49.6K -300 -10%
Victory Capital Management
353
Victory Capital Management
Texas
$469K -$7.27K -44 -2%
EGA
354
E&G Advisors
Texas
$464K
RCA
355
Rowland Carmichael Advisors
Arizona
$464K +$49.6K +300 +13%
RIM
356
Redpoint Investment Management
Australia
$460K -$146K -882 -25%
SCM
357
Salem Capital Management
Massachusetts
$458K
IRF
358
IBM Retirement Fund
New York
$455K -$64.1K -388 -13%
BFM
359
Boston Financial Management
Massachusetts
$454K
AIP
360
Ameritas Investment Partners
Nebraska
$452K -$37.5K -227 -8%
RG
361
Rikoon Group
New Mexico
$449K -$19.8K -120 -4%
KRSITF
362
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$447K -$92.2K -558 -18%
O
363
OppenheimerFunds
New York
$427K +$182K +1,100 +79%
Commonwealth Equity Services
364
Commonwealth Equity Services
Massachusetts
$426K -$3.8K -23 -0.9%
TC
365
Toews Corporation
New Jersey
$413K -$512K -3,100 -56%
ECM
366
Everence Capital Management
Indiana
$398K
Federated Hermes
367
Federated Hermes
Pennsylvania
$390K -$472K -2,856 -56%
LAIC
368
Lederer & Associates Investment Counsel
California
$382K -$55.4K -335 -13%
AG
369
Advisor Group
Arizona
$373K +$43.6K +264 +14%
UR
370
USCA RIA
Texas
$371K -$23.1K -140 -6%
FRM
371
Fox Run Management
Connecticut
$367K +$353K +2,134 New
AP
372
Advisor Partners
California
$363K +$43.3K +262 +14%
JIC
373
Johnson Investment Counsel
Ohio
$358K
LS
374
Livforsakringsbolaget Skandia
Sweden
$357K
Envestnet Asset Management
375
Envestnet Asset Management
Illinois
$354K -$48.1K -291 -12%