We are live on ! Find out more
AVB icon

AvalonBay Communities

507 hedge funds and large institutions have $21.3B invested in AvalonBay Communities in 2018 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 149 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $83.2M | Put options by funds: $74.5M

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 508507 (-1)

0.99% less ownership

Funds ownership: 94.77%93.77% (-0.99%)

9% less capital invested

Capital invested by funds: $23.3B → $21.3B (-$2.07B)

24% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 197

Holders
507
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
11.62%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
61
Increased
149
Reduced
197
Closed
56
Calls
$83.2M
Puts
$74.5M
Net Calls
+$8.71M
Net Calls Change
+$70.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
376
Harbour Capital Advisors
Virginia
$253K -$16.4K -100 -6%
FMC
377
First Merchants Corp
Indiana
$247K
II
378
Inspire Investing
Idaho
$247K +$79K +482 +47%
DADC
379
D.A. Davidson & Co
Montana
$237K -$84.1K -513 -26%
O
380
OppenheimerFunds
New York
$228K -$413K -2,521 -65%
SWM
381
Segment Wealth Management
Texas
$228K
BBHC
382
Brown Brothers Harriman & Co
New York
$224K +$221K +1,350 +12,273%
BTS
383
BB&T Securities
Virginia
$223K -$273K -1,668 -55%
LI
384
Lafayette Investments
Maryland
$222K
W
385
Wealthfront
California
$219K -$552K -3,368 -72%
Mackenzie Financial
386
Mackenzie Financial
Ontario, Canada
$216K +$215K +1,311 New
FC
387
FCA Corp
Texas
$214K
PL
388
Perpetual Ltd
Australia
$214K
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$207K -$44.1K -269 -18%
BMO
390
Beck Mack & Oliver
New York
$203K
Edgewood Management
391
Edgewood Management
Connecticut
$203K
MYIA
392
Mount Yale Investment Advisors
Colorado
$201K +$200K +1,223 New
MCM
393
MV Capital Management
Maryland
$194K
AssetMark Inc
394
AssetMark Inc
California
$190K +$58K +354 +44%
WOC
395
West Oak Capital
California
$180K
MA
396
MUFG Americas
New York
$179K +$4.59K +28 +3%
First Manhattan
397
First Manhattan
New York
$169K
TG
398
TLP Group
Illinois
$168K
WT
399
Whittier Trust
California
$166K -$17.5K -107 -10%
GT
400
Glenmede Trust
Pennsylvania
$165K

AVB Hedge Fund Activity: Q1 2018 in Review

507 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2018, worth a combined $21.3B — down 8.9% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AVB positions and 56 closed out — a net gain of 5 holders — while 149 added to existing stakes and 197 trimmed.

The largest buyer was Invesco, adding an estimated $238M. The largest seller was Bank of New York Mellon, cutting an estimated $337M.

  • 507 institutional investors held AvalonBay Communities (AVB) as of Q1 2018, down from 508 in Q4 2017.
  • Funds reported $21.3B of AvalonBay Communities stock for Q1 2018, down 8.9% quarter-over-quarter.
  • 61 funds opened new AvalonBay Communities positions in Q1 2018 and 56 closed out, a net change of +5 holders.
  • The largest AvalonBay Communities buyer in Q1 2018 was Invesco, an estimated $238M added.
  • The largest AvalonBay Communities seller in Q1 2018 was Bank of New York Mellon, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.