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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
AII
401
AGF Investments Inc
Ontario, Canada
– -$1.19M -9,371 Closed
AC
402
Amici Capital
New York
– -$1.18M -9,300 Closed
FCH
403
Freestone Capital Holdings
Washington
– -$1.14M -8,380 Closed
PP
404
PDT Partners
New York
– -$699K -5,500 Closed
MSU
405
Maple Securities USA
New Jersey
– -$632K -4,973 Closed
Lord, Abbett & Co
406
Lord, Abbett & Co
New Jersey
– -$566K -4,450 Closed
AAM
407
Azzad Asset Management
Virginia
– -$554K -4,360 Closed
GCT
408
Galaxy Capital Trading
British Virgin Islands
– -$381K -3,000 Closed
IPC
409
Independent Portfolio Consultants
Florida
– -$374K -2,945 Closed
RGNCM
410
R.G. Niederhoffer Capital Management
New York
– -$369K -2,900 Closed
CBU
411
CIBC Bank USA
Illinois
– -$317K -2,498 Closed
LNWWM
412
Laird Norton Wetherby Wealth Management
California
– -$269K -2,115 Closed
CCM
413
Cai Capital Management
New York
– -$259K -2,038 Closed
Bank of Nova Scotia
414
Bank of Nova Scotia
Ontario, Canada
– -$208K -1,637 Closed
Jane Street
415
Jane Street
New York
– -$208K -1,634 Closed
BOTW
416
Bank of the West
California
– -$204K -1,601 Closed
RJT
417
Raymond James Trust
Florida
– -$200K -1,577 Closed
Parallax Volatility Advisers
418
Parallax Volatility Advisers
California
– -$139K -1,126 Closed
PP
419
Palladium Partners
Virginia
– -$133K -1,050 Closed
NYLIM
420
New York Life Investment Management
New York
– -$76K -600 Closed
IWC
421
Integrated Wealth Counsel
California
– -$63.5K -500 Closed
JIC
422
Joel Isaacson & Co
New York
– -$47K -369 Closed
BCAM
423
Boston Common Asset Management
Massachusetts
– -$26K -206 Closed
FTUS
424
Flow Traders U.S.
New York
– -$26K -202 Closed
SSG
425
Summit Securities Group
New York
– -$25K -200 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.