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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
OSNBOA
451
Old Second National Bank of Aurora
Illinois
$23K
KA
452
Kaizen Advisory
Illinois
$22K
DSI
453
Daiwa SB Investments
Japan
$21K
MMG
454
Monetary Management Group
Missouri
$21K
RFC
455
Regions Financial Corp
Alabama
$21K +$5.25K +32 +34%
NL
456
NVWM LLC
Pennsylvania
$18K -$12.6K -77 -41%
AS
457
Altshuler Shaham
Israel
$18K +$17.5K +107 New
LFA
458
Legacy Financial Advisors
Kentucky
$17K -$5.08K -31 -23%
RCAG
459
Rehmann Capital Advisory Group
Michigan
$17K +$16.9K +103 New
CJA
460
C-J Advisory
California
$16K
JWA
461
JFS Wealth Advisors
Pennsylvania
$16K
FC
462
Ferris Capital
Massachusetts
$16K +$15.9K +97 New
SWP
463
Stratos Wealth Partners
Ohio
$14K -$11.8K -72 -46%
PFBT
464
Parkside Financial Bank & Trust
Missouri
$14K -$819 -5 -6%
Northwestern Mutual Wealth Management
465
Northwestern Mutual Wealth Management
Wisconsin
$13K -$2.46K -15 -16%
PCP
466
Proficio Capital Partners
Massachusetts
$13K +$8.69K +53 +221%
EARNEST Partners
467
EARNEST Partners
Georgia
$12K
FIB
468
First Interstate Bank
Montana
$12K
SWM
469
SeaCrest Wealth Management
New York
$12K +$492 +3 +4%
FPF
470
FNY Partners Fund
New York
$12K +$4.59K +28 +56%
CCA
471
Clearwater Capital Advisors
Illinois
$12K +$11.6K +71 New
HFM
472
Hartford Financial Management
Connecticut
$11K
RWA
473
Ropes Wealth Advisors
Massachusetts
$11K
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$10K
GI
475
Gradient Investments
Minnesota
$10K

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.