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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
LWCFA
401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K
PIA
402
Piedmont Investment Advisors
North Carolina
$68.9K +$65.1K +386 +12,867%
GAM
403
Gemmer Asset Management
California
$64K +$1.01K +6 +2%
FHA
404
First Horizon Advisors
Tennessee
$61K
BCM
405
Blume Capital Management
California
$58K
MC
406
Muzinich & Co
New York
$58K
ARMC
407
American Research & Management Company
Massachusetts
$56K
Acadian Asset Management
408
Acadian Asset Management
Massachusetts
$55K +$52.4K +311 New
WEC
409
Winslow Evans & Crocker
Massachusetts
$54.9K +$1.35K +8 +3%
GWM
410
Geneos Wealth Management
Colorado
$52K
NFG
411
Next Financial Group
Texas
$51K +$2.53K +15 +5%
SBL
412
Sargent Bickham Lagudis
Colorado
$47K
WAM
413
Wealthspire Advisors (Maryland)
Maryland
$46K -$54.3K -322 -55%
DSC
414
Duncker Streett & Co
Missouri
$46K
RFWA
415
RPg Family Wealth Advisory
Massachusetts
$45.5K
QCG
416
Quadrant Capital Group
Ohio
$42K +$2.19K +13 +5%
Creative Planning
417
Creative Planning
Kansas
$40K -$4.89K -29 -11%
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$40K
BC
419
Bartlett & Co
Ohio
$39K
FANJ
420
Financial Architects (New Jersey)
New Jersey
$36K -$337 -2 -1%
AF
421
Allworth Financial
California
$36K
CAL
422
Capital Advisors Ltd
Ohio
$35K
Bessemer Group
423
Bessemer Group
New Jersey
$34K -$9.1K -54 -22%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$32K +$31K +184 New
PA
425
Parallel Advisors
California
$30K +$28.7K +170 New

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.