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AvalonBay Communities
AVB

446 hedge funds and large institutions have $22.7B invested in AvalonBay Communities in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 158 increasing their positions, 163 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $87.8M | Put options by funds: $38.9M

34% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $21.4B → $22.7B (+$1.26B)

2% more funds holding

Funds holding: 436 → 446 (+10)

0.69% less ownership

Funds ownership: 99.22% → 98.53% (-0.69%)

3% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 163

9% less funds holding in top 10

Funds holding in top 10: 22 → 20 (-2)

Holders
446
Holders Change
+10
Holders Change %
+2.29%
% of All Funds
11.89%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.53%
New
51
Increased
158
Reduced
163
Closed
38
Calls
$87.8M
Puts
$38.9M
Net Calls
+$48.9M
Net Calls Change
-$40.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$159M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$143M
3
JP Morgan Chase
JP Morgan Chase
New York
+$102M
4
JHIU
Janus Henderson Investors US
Colorado
+$67.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$45.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$358M
2
Deutsche Bank
Deutsche Bank
Germany
-$327M
3
FAM
Fred Alger Management
New York
-$88.7M
4
TA
Teachers Advisors
New York
-$71.6M
5
LIMS
Lasalle Investment Management Securities
Maryland
-$64.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$149M +$24.9M +143,902 +20%
BC
27
Brookfield Corp
Ontario, Canada
$142M +$6.73M +38,944 +5%
RFC
28
Russell Frank Company
Washington
$137M -$9.35M -54,096 -6%
RC
29
Resolution Capital
Australia
$136M -$11.4M -66,210 -8%
Goldman Sachs
30
Goldman Sachs
New York
$133M -$358M -2,072,617 -73%
UBS AM
31
UBS AM
Illinois
$131M -$8.89M -51,466 -6%
Legal & General Group
32
Legal & General Group
United Kingdom
$125M -$8.27M -47,847 -6%
HRES
33
Heitman Real Estate Securities
Illinois
$123M +$21.9M +126,434 +22%
Prudential Financial
34
Prudential Financial
New Jersey
$117M +$4.82M +27,880 +4%
Millennium Management
35
Millennium Management
New York
$108M +$35.4M +204,663 +49%
Charles Schwab
36
Charles Schwab
California
$108M +$5.68M +32,862 +6%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$108M +$9.08M +52,523 +9%
American Century Companies
38
American Century Companies
Missouri
$105M +$20.8M +120,349 +25%
DPIM
39
Duff & Phelps Investment Management
Illinois
$102M +$45.9M +265,375 +82%
O
40
OppenheimerFunds
New York
$96.8M -$34.4M -199,060 -26%
PIM
41
Perkins Investment Management
Illinois
$96.3M -$1.5M -8,682 -2%
Asset Management One
42
Asset Management One
Japan
$89.6M +$6.19M +35,814 +8%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$88.1M +$6.17M +35,708 +8%
TCIM
44
TIAA CREF Investment Management
New York
$88.1M -$6.09M -35,261 -7%
SCRM
45
Security Capital Research & Management
Illinois
$87.2M -$2.05M -11,876 -2%
Macquarie Group
46
Macquarie Group
Australia
$84.6M -$62.9K -364 -0.1%
Ameriprise
47
Ameriprise
Minnesota
$84.5M +$44.1M +255,409 +111%
Deutsche Bank
48
Deutsche Bank
Germany
$82.7M -$327M -1,889,667 -80%
CS
49
Credit Suisse
Switzerland
$79.8M +$3.86M +22,337 +5%
BlackRock
50
BlackRock
New York
$79.4M +$7.72M +44,662 +11%
1
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AVB Hedge Fund Activity: Q1 2015 in Review

446 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2015, worth a combined $22.7B — up 5.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AVB positions and 38 closed out — a net gain of 13 holders — while 158 added to existing stakes and 163 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $358M.

  • 446 institutional investors held AvalonBay Communities (AVB) as of Q1 2015, up from 436 in Q4 2014.
  • Funds reported $22.7B of AvalonBay Communities stock for Q1 2015, up 5.9% quarter-over-quarter.
  • 51 funds opened new AvalonBay Communities positions in Q1 2015 and 38 closed out, a net change of +13 holders.
  • The largest AvalonBay Communities buyer in Q1 2015 was Wellington Management Group, an estimated $159M added.
  • The largest AvalonBay Communities seller in Q1 2015 was Goldman Sachs, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2015.