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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
Creative Planning
376
Creative Planning
Kansas
$15K – – –
Manulife (Manufacturers Life Insurance)
377
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K -$1.63M -13,267 -10%
CGT
378
Capital Guardian Trust
California
$13K – – –
MA
379
MUFG Americas
New York
$13K – – –
PAS
380
Partnervest Advisory Services
California
$11K +$493 +4 +4%
ASN
381
Advisory Services Network
Georgia
$10K +$10.3K +84 New
LWA
382
Lenox Wealth Advisors
New York
$8K +$8.5K +69 New
CG
383
Colony Group
Massachusetts
$7K +$6.9K +56 New
AC
384
Alexandria Capital
Virginia
$4K – – –
AF
385
Arrow Financial
New York
$4K – – –
CTC
386
Central Trust Company
Missouri
$4K +$4.56K +37 New
MFS
387
MSI Financial Services
Massachusetts
$3K +$123 +1 +4%
LTFS
388
Ladenburg Thalmann Financial Services
Florida
$1K – – –
MCM
389
Manchester Capital Management
Vermont
$1K – – –
NES
390
New England Securities
New York
$1K – – –
TFA
391
Transamerica Financial Advisors
Florida
$1K – – –
LBH
392
Lehman Brothers Holdings
New York
– -$892M -7,019,706 Closed
CGM
393
Capital Growth Management
Massachusetts
– -$12.7M -100,000 Closed
PIP
394
Perennial Investment Partners
Australia
– -$11.5M -90,726 Closed
TI
395
Turner Investments
Pennsylvania
– -$2.6M -20,460 Closed
EHC
396
Everett Harris & Co
California
– -$1.95M -15,355 Closed
BCMU
397
BlueCrest Capital Management (UK)
Guernsey
– -$1.84M -14,500 Closed
FCBT
398
First Citizens Bank & Trust
North Carolina
– -$1.69M -13,300 Closed
VKH
399
Virtu KCG Holdings
New York
– -$1.48M -11,646 Closed
SM
400
Stratton Management
Pennsylvania
– -$1.27M -10,000 Closed
14 15
16
17 18

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.