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AvalonBay Communities

523 hedge funds and large institutions have $22.4B invested in AvalonBay Communities in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

5% more capital invested

Capital invested by funds: $21.3B → $22.4B (+$1.1B)

3% more funds holding

Funds holding: 507523 (+16)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

0.48% more ownership

Funds ownership: 93.77%94.25% (+0.48%)

34% less call options, than puts

Call options by funds: $66.6M | Put options by funds: $101M

Holders
523
Holders Change
+16
Holders Change %
+3.16%
% of All Funds
11.97%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
56
Increased
195
Reduced
178
Closed
36
Calls
$66.6M
Puts
$101M
Net Calls
-$34.8M
Net Calls Change
-$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
476
IFP Advisors
Florida
$18K +$9.09K +55 +115%
CJA
477
C-J Advisory
California
$17K
FC
478
Ferris Capital
Massachusetts
$17K
PFBT
479
Parkside Financial Bank & Trust
Missouri
$17K +$2.48K +15 +18%
JWA
480
JFS Wealth Advisors
Pennsylvania
$16K +$165 +1 +1%
RFC
481
Regions Financial Corp
Alabama
$15K -$6.78K -41 -33%
Northwestern Mutual Wealth Management
482
Northwestern Mutual Wealth Management
Wisconsin
$15K +$1.65K +10 +13%
PCP
483
Proficio Capital Partners
Massachusetts
$14K +$661 +4 +5%
EARNEST Partners
484
EARNEST Partners
Georgia
$13K
HFM
485
Hartford Financial Management
Connecticut
$12K
SWM
486
SeaCrest Wealth Management
New York
$12K +$165 +1 +1%
RWA
487
Ropes Wealth Advisors
Massachusetts
$11K
KJWM
488
Kiley Juergens Wealth Management
Washington
$11K +$10.9K +66 New
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$10K
CF
490
Centaurus Financial
California
$10K +$10.1K +61 New
RE
491
RBC Europe
United Kingdom
$9.45K
IFAM
492
Institutional & Family Asset Management
Colorado
$9K
GRP
493
Global Retirement Partners
California
$9K +$8.26K +50 New
AIM
494
Anchor Investment Management
South Carolina
$8.6K -$18.2K -110 -69%
CIA
495
CSat Investment Advisory
Michigan
$8K +$7.27K +44 New
RWA
496
River Wealth Advisors
Pennsylvania
$8K +$7.44K +45 New
PW
497
Price Wealth
Texas
$7K
TFO
498
Tarbox Family Office
California
$7K
AC
499
Avestar Capital
New York
$6K +$661 +4 +11%
WPA
500
West Paces Advisors
Georgia
$5.16K