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AvalonBay Communities
AVB

389 hedge funds and large institutions have $15B invested in AvalonBay Communities in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 151 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

434% more call options, than puts

Call options by funds: $138M | Put options by funds: $25.9M

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

2% more funds holding

Funds holding: 381 → 389 (+8)

8% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 140

3.17% less ownership

Funds ownership: 100.85% → 97.68% (-3.2%)

10% less capital invested

Capital invested by funds: $16.6B → $15B (-$1.63B)

39% less funds holding in top 10

Funds holding in top 10: 23 → 14 (-9)

Holders
389
Holders Change
+8
Holders Change %
+2.1%
% of All Funds
11.29%
Holding in Top 10
14
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-39.13%
% of All Funds
0.41%
New
44
Increased
151
Reduced
140
Closed
36
Calls
$138M
Puts
$25.9M
Net Calls
+$112M
Net Calls Change
+$83.2M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$155M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$78.1M
3
Barclays
Barclays
United Kingdom
+$43.8M
4
Goldman Sachs
Goldman Sachs
New York
+$39.5M
5
BC
Brookfield Corp
Ontario, Canada
+$31.4M

Top Sellers

1
LBH
Lehman Brothers Holdings
New York
-$892M
2
EVM
Eaton Vance Management
Massachusetts
-$103M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.2M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$78.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$65.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$132M +$8.15M +66,156 +6%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$120M +$3.21M +26,025 +3%
BC
28
Brookfield Corp
Ontario, Canada
$116M +$31.4M +254,620 +35%
SO
29
STRS Ohio
Ohio
$112M +$3.45M +28,045 +3%
EVM
30
Eaton Vance Management
Massachusetts
$107M -$103M -835,226 -48%
N
31
Nuveen
North Carolina
$100M -$24.5M -198,514 -19%
Norges Bank
32
Norges Bank
Norway
$99.2M -$18.4M -149,359 -15%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$96.9M -$9.48M -76,990 -9%
Barclays
34
Barclays
United Kingdom
$96M +$43.8M +355,850 +78%
SCRM
35
Security Capital Research & Management
Illinois
$93.2M -$17.3M -140,123 -15%
RFC
36
Russell Frank Company
Washington
$92.2M +$10.1M +81,833 +12%
Prudential Financial
37
Prudential Financial
New Jersey
$90.3M +$19.4M +157,874 +26%
ACM
38
Adelante Capital Management
California
$90.1M -$1.78M -14,458 -2%
Legal & General Group
39
Legal & General Group
United Kingdom
$88.5M +$1.68M +13,612 +2%
Asset Management One
40
Asset Management One
Japan
$79.9M -$5.71M -46,338 -6%
UBS AM
41
UBS AM
Illinois
$76.6M +$9.16M +74,341 +13%
DPIM
42
Duff & Phelps Investment Management
Illinois
$74.6M -$7.4M -60,050 -9%
Ameriprise
43
Ameriprise
Minnesota
$72.6M -$5.32M -43,184 -7%
PIM
44
Perkins Investment Management
Illinois
$71.4M -$1M -8,147 -1%
CBOA
45
Commonwealth Bank of Australia
Australia
$69.8M +$3.19M +25,889 +5%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$68.2M -$5.61M -45,556 -7%
SI
47
Sentry Investments
Ontario, Canada
$67.3M +$12.3M +100,000 +21%
RC
48
Resolution Capital
Australia
$66.9M -$3.98M -32,310 -6%
CS
49
Credit Suisse
Switzerland
$60.2M -$416K -3,374 -0.7%
TCIM
50
TIAA CREF Investment Management
New York
$55.5M +$11.2M +91,313 +24%
1
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AVB Hedge Fund Activity: Q4 2013 in Review

389 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2013, worth a combined $15B — down 9.8% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVB positions and 36 closed out — a net gain of 8 holders — while 151 added to existing stakes and 140 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Lehman Brothers Holdings, exiting entirely with an estimated $892M sold.

  • 389 institutional investors held AvalonBay Communities (AVB) as of Q4 2013, up from 381 in Q3 2013.
  • Funds reported $15B of AvalonBay Communities stock for Q4 2013, down 9.8% quarter-over-quarter.
  • 44 funds opened new AvalonBay Communities positions in Q4 2013 and 36 closed out, a net change of +8 holders.
  • The largest AvalonBay Communities buyer in Q4 2013 was JP Morgan Chase, an estimated $155M added.
  • The largest AvalonBay Communities seller in Q4 2013 was Lehman Brothers Holdings, an estimated $892M sold.

Based on aggregated 13F filings for Q4 2013.