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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
FQ
376
First Quadrant
California
$56K
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K
ARMC
378
American Research & Management Company
Massachusetts
$52K -$7.42K -50 -12%
HR
379
Howe & Rusling
New York
$46K +$25.8K +174 +117%
SSB
380
Sandy Spring Bank
Maryland
$45K -$535K -3,608 -92%
MIC
381
MU Investments Company
Japan
$44K
IMS
382
Index Management Solutions
Pennsylvania
$42K +$16.8K +113 +61%
WTB
383
Washington Trust Bank
Washington
$41K
EWM
384
Evercore Wealth Management
New York
$39K
GAM
385
Gemmer Asset Management
California
$38K +$297 +2 +0.7%
DSC
386
Duncker Streett & Co
Missouri
$37K -$14.8K -100 -28%
CAL
387
Capital Analysts LLC
Pennsylvania
$36.7K +$8.16K +55 +27%
AWM
388
Avior Wealth Management
Nebraska
$33K
BC
389
Bartlett & Co
Ohio
$31K
EFSCE
390
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
GSC
391
Ground Swell Capital
South Carolina
$31K +$32.9K +222 New
Bessemer Group
392
Bessemer Group
New Jersey
$22K -$18.1K -122 -44%
OCM
393
One Capital Management
California
$21K +$22.3K +150 New
NFG
394
Next Financial Group
Texas
$20K +$4.89K +33 +31%
SAC
395
Smith Affiliated Capital
New York
$19.7K
Manulife (Manufacturers Life Insurance)
396
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.9K +$1.21M +8,175 +7%
MA
397
MUFG Americas
New York
$16K
LWA
398
Lenox Wealth Advisors
New York
$13K
HFM
399
Hartford Financial Management
Connecticut
$9K
IRS
400
Invictus RG (Singapore)
Singapore
$8K +$8.01K +54 New

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.