We are live on ! Find out more
AVB icon

AvalonBay Communities

468 hedge funds and large institutions have $26.1B invested in AvalonBay Communities in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 153 increasing their positions, 188 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

2% more funds holding

Funds holding: 458468 (+10)

4% more capital invested

Capital invested by funds: $25.2B → $26.1B (+$937M)

1.39% less ownership

Funds ownership: 100.05%98.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 188

31% less call options, than puts

Call options by funds: $63.3M | Put options by funds: $91.9M

Holders
468
Holders Change
+10
Holders Change %
+2.18%
% of All Funds
11.67%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.42%
New
39
Increased
153
Reduced
188
Closed
28
Calls
$63.3M
Puts
$91.9M
Net Calls
-$28.6M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$104K +$382 +2 +0.4%
IDBONY
402
Israel Discount Bank of New York
New York
$102K
HNB
403
Huntington National Bank
Ohio
$101K
EWM
404
Edge Wealth Management
New York
$100K
PA
405
Parallel Advisors
California
$97K +$59.5K +311 +163%
VFA
406
Virtus Fund Advisers
Connecticut
$87K
NCM
407
Nelson Capital Management
California
$84K
CAW
408
Cornerstone Advisors (Washington)
Washington
$83K -$21.2K -111 -20%
CAL
409
Capital Analysts LLC
Pennsylvania
$78.8K +$78.4K +410 New
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K
GAM
411
Gemmer Asset Management
California
$74K +$382 +2 +0.5%
ARMC
412
American Research & Management Company
Massachusetts
$61K
BC
413
Bartlett & Co
Ohio
$61K +$19.1K +100 +45%
Acadian Asset Management
414
Acadian Asset Management
Massachusetts
$60K
WAM
415
Wealthspire Advisors (Maryland)
Maryland
$60K +$5.54K +29 +10%
GLI
416
Guardian Life Insurance
New York
$59K -$41.7K -218 -41%
HFM
417
Harvest Fund Management
China
$58K -$19.1K -100 -25%
BCM
418
Blume Capital Management
California
$58K -$5.54K -29 -9%
WEC
419
Winslow Evans & Crocker
Massachusetts
$57.7K -$382 -2 -0.7%
NFG
420
Next Financial Group
Texas
$56K
FHA
421
First Horizon Advisors
Tennessee
$55K -$4.59K -24 -8%
GWM
422
Geneos Wealth Management
Colorado
$54K
EMG
423
ETF Managers Group
New Jersey
$51K +$50.7K +265 New
DSC
424
Duncker Streett & Co
Missouri
$50K
AIM
425
Advantage Investment Management
Iowa
$50K +$8.03K +42 +19%