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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
SWM
376
Segment Wealth Management
Texas
$246K
LPL Financial
377
LPL Financial
California
$245K -$4.05K -24 -2%
FC
378
FCA Corp
Texas
$239K
LI
379
Lafayette Investments
Maryland
$239K
GT
380
Glenmede Trust
Pennsylvania
$232K -$104K -616 -32%
BMO
381
Beck Mack & Oliver
New York
$219K
Edgewood Management
382
Edgewood Management
Connecticut
$219K
MCM
383
MV Capital Management
Maryland
$209K
SC
384
Savant Capital
Illinois
$204K +$194K +1,150 New
WT
385
Whittier Trust
California
$197K
WOC
386
West Oak Capital
California
$188K
First Manhattan
387
First Manhattan
New York
$182K
TG
388
TLP Group
Illinois
$181K
WA
389
WFG Advisors
Texas
$180K +$674 +4 +0.4%
IA
390
IFP Advisors
Florida
$134K -$6.74K -40 -5%
CLOS
391
Compagnie Lombard Odier SCmA
Switzerland
$129K -$122K -722 -50%
FFC
392
First Financial Corp
Indiana
$99K
HNB
393
Huntington National Bank
Ohio
$93K +$169 +1 +0.2%
GLI
394
Guardian Life Insurance
New York
$93K +$3.2K +19 +4%
EWM
395
Edge Wealth Management
New York
$91K
CF
396
CenterStar Fund
Illinois
$89K
HFM
397
Harvest Fund Management
China
$89K +$84.3K +500 New
IDBONY
398
Israel Discount Bank of New York
New York
$85K +$80.9K +480 New
VFA
399
Virtus Fund Advisers
Connecticut
$82K
NCM
400
Nelson Capital Management
California
$78K -$1.35K -8 -2%

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.