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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
RFWA
426
RPg Family Wealth Advisory
Massachusetts
$49.4K
AIM
427
Anchor Investment Management
South Carolina
$47.1K -$2.87K -15 -6%
QCG
428
Quadrant Capital Group
Ohio
$44K +$5.93K +31 +10%
EFSCE
429
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$2.29K -12 -5%
AF
430
Allworth Financial
California
$40K -$382 -2 -1%
FANJ
431
Financial Architects (New Jersey)
New Jersey
$39K +$4.78K +25 +14%
CAL
432
Capital Advisors Ltd
Ohio
$38K
AW
433
Alpha Windward
Massachusetts
$33K +$2.68K +14 +9%
Bessemer Group
434
Bessemer Group
New Jersey
$30K
EWM
435
Evercore Wealth Management
New York
$28K
OSNBOA
436
Old Second National Bank of Aurora
Illinois
$27K
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$25K
DSI
438
Daiwa SB Investments
Japan
$25K +$1.91K +10 +8%
FC
439
Ferris Capital
Massachusetts
$25K +$24.9K +130 New
MMG
440
Monetary Management Group
Missouri
$24K
CJA
441
C-J Advisory
California
$22K -$2.48K -13 -10%
PFBT
442
Parkside Financial Bank & Trust
Missouri
$18K +$5.16K +27 +42%
JWA
443
JFS Wealth Advisors
Pennsylvania
$18K +$17.8K +93 New
WTB
444
Washington Trust Bank
Washington
$17K
GBT
445
Grove Bank & Trust
Florida
$17K +$11.5K +60 +231%
FIB
446
First Interstate Bank
Montana
$14K -$55.6K -291 -80%
HFM
447
Hartford Financial Management
Connecticut
$13K
RWA
448
Ropes Wealth Advisors
Massachusetts
$13K +$12.6K +66 New
OFW
449
Omnia Family Wealth
Florida
$10K
TIM
450
Tortoise Investment Management
New York
$10K