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AvalonBay Communities

458 hedge funds and large institutions have $25.2B invested in AvalonBay Communities in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 169 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $23.7B → $25.2B (+$1.48B)

2.59% more ownership

Funds ownership: 97.46%100.05% (+2.6%)

1% less funds holding

Funds holding: 462458 (-4)

6% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 180

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

49% less call options, than puts

Call options by funds: $47M | Put options by funds: $92.4M

Holders
458
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
11.4%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.32%
New
35
Increased
169
Reduced
180
Closed
31
Calls
$47M
Puts
$92.4M
Net Calls
-$45.4M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
401
Blume Capital Management
California
$60K
ARMC
402
American Research & Management Company
Massachusetts
$58K
FHA
403
First Horizon Advisors
Tennessee
$57K -$6.1K -34 -10%
Acadian Asset Management
404
Acadian Asset Management
Massachusetts
$57K
WEC
405
Winslow Evans & Crocker
Massachusetts
$55.3K -$1.44K -8 -3%
NFG
406
Next Financial Group
Texas
$55K
GWM
407
Geneos Wealth Management
Colorado
$52K -$2.15K -12 -4%
WAM
408
Wealthspire Advisors (Maryland)
Maryland
$52K +$4.31K +24 +9%
DSC
409
Duncker Streett & Co
Missouri
$48K
QCG
410
Quadrant Capital Group
Ohio
$48K +$6.28K +35 +13%
AIM
411
Anchor Investment Management
South Carolina
$47.7K +$46.6K +260 New
RFWA
412
RPg Family Wealth Advisory
Massachusetts
$47.2K
IA
413
IFP Advisors
Florida
$47K -$90.2K -503 -66%
EFSCE
414
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$1.44K +8 +4%
BC
415
Bartlett & Co
Ohio
$40K
AIM
416
Advantage Investment Management
Iowa
$40K +$38.9K +217 New
AF
417
Allworth Financial
California
$38K +$359 +2 +1%
CAL
418
Capital Advisors Ltd
Ohio
$37K
PA
419
Parallel Advisors
California
$36K +$3.77K +21 +12%
FANJ
420
Financial Architects (New Jersey)
New Jersey
$32K -$4.49K -25 -12%
AW
421
Alpha Windward
Massachusetts
$29K
Bessemer Group
422
Bessemer Group
New Jersey
$28K -$7.18K -40 -21%
EWM
423
Evercore Wealth Management
New York
$27K -$1.26K -7 -5%
OSNBOA
424
Old Second National Bank of Aurora
Illinois
$26K
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$24K -$9.33K -52 -28%