We are live on ! Find out more
AVB icon

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
PWM
426
Perigon Wealth Management
California
$29K -$174K -1,034 -87%
AW
427
Alpha Windward
Massachusetts
$28K +$4.72K +28 +22%
JG
428
Jefferies Group
New York
$28K +$26.6K +158 New
EWM
429
Evercore Wealth Management
New York
$27K +$1.18K +7 +5%
ZB
430
Zions Bancorporation
Utah
$25K -$18.2K -108 -43%
OSNBOA
431
Old Second National Bank of Aurora
Illinois
$25K
CAW
432
Cornerstone Advisors (Washington)
Washington
$24K -$67.1K -398 -74%
CJA
433
C-J Advisory
California
$22K
MMG
434
Monetary Management Group
Missouri
$22K
PCM
435
Penserra Capital Management
California
$19K +$3.88K +23 +27%
WTB
436
Washington Trust Bank
Washington
$18K -$843 -5 -5%
MFS
437
MSI Financial Services
Massachusetts
$17K -$6.74K -40 -29%
DSI
438
Daiwa SB Investments
Japan
$14K +$13.5K +80 New
FIB
439
First Interstate Bank
Montana
$13K
EARNEST Partners
440
EARNEST Partners
Georgia
$13K +$12.3K +73 New
HFM
441
Hartford Financial Management
Connecticut
$12K
PFBT
442
Parkside Financial Bank & Trust
Missouri
$10K +$843 +5 +10%
WPA
443
West Paces Advisors
Georgia
$9.04K +$8.6K +51 New
TIM
444
Tortoise Investment Management
New York
$9K +$8.43K +50 New
OFW
445
Omnia Family Wealth
Florida
$9K +$8.6K +51 New
CHP
446
Cable Hill Partners
Oregon
$8K
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$8K
TDC
448
Thompson Davis & Co
Virginia
$7K +$4.38K +26 +236%
WTC
449
WhitTier Trust Company
Nevada
$7K +$6.24K +37 New
ACM
450
Armbruster Capital Management
New York
$5K

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.