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AvalonBay Communities

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: 1617 (+1)

2% more funds holding

Funds holding: 451462 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$181M +$4.17M +24,710 +2%
Legal & General Group
27
Legal & General Group
United Kingdom
$175M +$4.1M +24,331 +3%
BC
28
Brookfield Corp
Ontario, Canada
$153M +$641K +3,800 +0.4%
Renaissance Technologies
29
Renaissance Technologies
New York
$151M +$22.7M +134,600 +19%
Bank of America
30
Bank of America
North Carolina
$146M -$23M -136,568 -14%
AIM
31
abrdn Investment Management
United Kingdom
$146M +$24.2M +143,422 +21%
Daiwa Securities Group
32
Daiwa Securities Group
Japan
$136M +$126M +746,005 +3,199%
UBS AM
33
UBS AM
Illinois
$133M +$3.2M +18,958 +3%
SCRM
34
Security Capital Research & Management
Illinois
$131M +$34.2M +202,915 +38%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$130M -$5.37M -31,877 -4%
Swiss National Bank
36
Swiss National Bank
Switzerland
$127M +$2.88M +17,100 +2%
ACI
37
AMP Capital Investors
Australia
$120M -$9.23M -54,753 -7%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$117M +$113M +668,493 New
CS
39
Credit Suisse
Switzerland
$114M +$3.73M +22,115 +4%
TA
40
Teachers Advisors
New York
$109M -$33.1M -196,520 -24%
APG Asset Management
41
APG Asset Management
Netherlands
$107M +$20.4M +121,100 +24%
AllianceBernstein
42
AllianceBernstein
Tennessee
$102M -$3.74M -22,178 -4%
Ameriprise
43
Ameriprise
Minnesota
$102M -$80.5M -477,425 -45%
Asset Management One
44
Asset Management One
Japan
$101M +$34.4M +204,203 +55%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$101M +$2.45M +14,519 +3%
BlackRock
46
BlackRock
New York
$91.9M +$128K +761 +0.1%
TCIM
47
TIAA CREF Investment Management
New York
$89M -$24.4M -144,870 -22%
WCM
48
Wedge Capital Management
North Carolina
$88.9M +$12.5M +74,338 +17%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$87M +$29.9M +177,604 +57%
HRES
50
Heitman Real Estate Securities
Illinois
$84.6M -$6.14M -36,416 -7%

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.