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AvalonBay Communities

507 hedge funds and large institutions have $21.3B invested in AvalonBay Communities in 2018 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 149 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $83.2M | Put options by funds: $74.5M

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 508507 (-1)

0.99% less ownership

Funds ownership: 94.77%93.77% (-0.99%)

9% less capital invested

Capital invested by funds: $23.3B → $21.3B (-$2.07B)

24% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 197

Holders
507
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
11.62%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
61
Increased
149
Reduced
197
Closed
56
Calls
$83.2M
Puts
$74.5M
Net Calls
+$8.71M
Net Calls Change
+$70.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
426
American Research & Management Company
Massachusetts
$52K
Acadian Asset Management
427
Acadian Asset Management
Massachusetts
$51K
PA
428
Parallel Advisors
California
$51K +$10.2K +62 +25%
BCM
429
Blume Capital Management
California
$49K
MC
430
Muzinich & Co
New York
$48K -$25.1K -153 -34%
GWM
431
Geneos Wealth Management
Colorado
$46K
DSC
432
Duncker Streett & Co
Missouri
$43K
MPPLM
433
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$42K
FHA
434
First Horizon Advisors
Tennessee
$42K +$14.8K +90 +55%
EFSCE
435
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$2.95K +18 +8%
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$39K +$6.06K +37 +19%
WEC
437
Winslow Evans & Crocker
Massachusetts
$38.3K
RFWA
438
RPg Family Wealth Advisory
Massachusetts
$38.2K
CIP
439
Convergence Investment Partners
Florida
$37K +$36.4K +222 New
QCG
440
Quadrant Capital Group
Ohio
$36K -$13.1K -80 -24%
FANJ
441
Financial Architects (New Jersey)
New Jersey
$36K +$3.44K +21 +11%
AIM
442
Advantage Investment Management
Iowa
$35K
AF
443
Allworth Financial
California
$34K
Bessemer Group
444
Bessemer Group
New Jersey
$31K +$5.9K +36 +23%
PWM
445
Perigon Wealth Management
California
$27K
AIM
446
Anchor Investment Management
South Carolina
$26.3K -$26.2K -160 -50%
PCG
447
Private Capital Group
Connecticut
$26K -$10.2K -62 -29%
AW
448
Alpha Windward
Massachusetts
$26K
SC
449
Sawyer & Company
Massachusetts
$26K
S
450
SignatureFD
Georgia
$25K +$24.9K +152 New

AVB Hedge Fund Activity: Q1 2018 in Review

507 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2018, worth a combined $21.3B — down 8.9% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AVB positions and 56 closed out — a net gain of 5 holders — while 149 added to existing stakes and 197 trimmed.

The largest buyer was Invesco, adding an estimated $238M. The largest seller was Bank of New York Mellon, cutting an estimated $337M.

  • 507 institutional investors held AvalonBay Communities (AVB) as of Q1 2018, down from 508 in Q4 2017.
  • Funds reported $21.3B of AvalonBay Communities stock for Q1 2018, down 8.9% quarter-over-quarter.
  • 61 funds opened new AvalonBay Communities positions in Q1 2018 and 56 closed out, a net change of +5 holders.
  • The largest AvalonBay Communities buyer in Q1 2018 was Invesco, an estimated $238M added.
  • The largest AvalonBay Communities seller in Q1 2018 was Bank of New York Mellon, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.