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AvalonBay Communities
AVB

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: 16 → 17 (+1)

2% more funds holding

Funds holding: 451 → 462 (+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

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$422M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$126M
3
AAMU
APG Asset Management US
New York
+$125M
4
N
Nuveen
North Carolina
+$74.8M
5
LPC
Long Pond Capital
New York
+$49.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$134M
2
JHIU
Janus Henderson Investors US
Colorado
-$90.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$80.8M
4
Ameriprise
Ameriprise
Minnesota
-$80.5M
5
Invesco
Invesco
Georgia
-$61.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
451
Arrow Financial
New York
$5K – – –
TFO
452
Tarbox Family Office
California
$5K +$674 +4 +17%
GBT
453
Grove Bank & Trust
Florida
$5K +$4.38K +26 New
GWS
454
Glassman Wealth Services
Virginia
$4K -$506 -3 -11%
BFEC
455
Benjamin F. Edwards & Company
Missouri
$3K – – –
SSB
456
Sandy Spring Bank
Maryland
$3K – – –
FPFS
457
First Personal Financial Services
North Carolina
$2K – – –
SF
458
Synovus Financial
Georgia
$2K – – –
LS
459
Livforsakringsbolaget Skandia
Sweden
$1.61K +$148K +875 +11%
SWA
460
Sutton Wealth Advisors
Florida
$1.59K – – –
JFGIW
461
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
CFD
462
Creative Financial Designs
Indiana
$1K +$1.18K +7 New
SLF
463
Sun Life Financial
Ontario, Canada
$73 +$2.19K +13 New
FPF
464
FNY Partners Fund
New York
$22 +$21.1K +125 New
MTB
465
Mizuho Trust & Banking
Japan
– -$45.5M -255,936 Closed
ACM
466
Adelante Capital Management
California
– -$32.8M -184,285 Closed
AIM
467
Artemis Investment Management
United Kingdom
– -$7.69M -43,237 Closed
CIM
468
Contravisory Investment Management
Massachusetts
– -$6.94M -39,000 Closed
VIA
469
Virtus Investment Advisers
Connecticut
– -$5.25M -29,527 Closed
DBG
470
De Burlo Group
Massachusetts
– -$5.09M -28,600 Closed
Skandinaviska Enskilda Banken (SEB)
471
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$4.93M -27,750 Closed
PMAM
472
Picton Mahoney Asset Management
Ontario, Canada
– -$4.58M -25,775 Closed
IGIM
473
I.G. Investment Management
Manitoba, Canada
– -$4.12M -23,171 Closed
DILH
474
Dai-ichi Life Holdings
Japan
– -$3.69M -20,761 Closed
QIM
475
Quantitative Investment Management
Virginia
– -$2.72M -15,300 Closed
16 17 18
19
20

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.