We are live on ! Find out more
AVB icon

AvalonBay Communities
AVB

516 hedge funds and large institutions have $23.4B invested in AvalonBay Communities in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 177 increasing their positions, 187 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

5% more capital invested

Capital invested by funds: $22.4B → $23.4B (+$1.05B)

0% less call options, than puts

Call options by funds: $81.8M | Put options by funds: $82.2M

0.62% less ownership

Funds ownership: 94.25% → 93.63% (-0.62%)

5% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 187

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

1% less funds holding

Funds holding: 523 → 516 (-7)

Holders
516
Holders Change
-7
Holders Change %
-1.34%
% of All Funds
11.8%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
41
Increased
177
Reduced
187
Closed
44
Calls
$81.8M
Puts
$82.2M
Net Calls
-$343K
Net Calls Change
+$34.4M

Top Buyers

Rank Fund Capital Flow
1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$117M
2
Millennium Management
Millennium Management
New York
+$62.4M
3
TA
Teachers Advisors
New York
+$62M
4
B
Barings
North Carolina
+$54.7M
5
State Street
State Street
Massachusetts
+$51.4M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$170M
2
LPC
Long Pond Capital
New York
-$110M
3
Citadel Advisors
Citadel Advisors
Florida
-$96.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$69M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
501
Advent Capital Management
New York
$4K +$3.57K +20 New
CAG
502
Csenge Advisory Group
Florida
$4K +$4.11K +23 New
SWA
503
Sutton Wealth Advisors
Florida
$3.62K – – –
LWM
504
Lenox Wealth Management
Ohio
$3K – – –
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$2.9K -$2.14K -12 -43%
DBT
506
Dubuque Bank & Trust
Iowa
$2K – – –
VFA
507
Valeo Financial Advisors
Indiana
$2K – – –
JFGIW
508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$1.79K +10 New
CFD
509
Creative Financial Designs
Indiana
$1K – – –
FHA
510
Flagship Harbor Advisors
Massachusetts
$1K – – –
TWA
511
TCI Wealth Advisors
Arizona
$1K – – –
WTB
512
Washington Trust Bank
Washington
$1K – – –
NIM
513
NuWave Investment Management
New Jersey
$1K +$179 +1 +33%
RA
514
Rational Advisors
New York
$1K +$179 +1 +33%
CIR
515
Clear Investment Research
Georgia
$1K +$536 +3 New
RIM
516
Rampart Investment Management
Connecticut
$382 -$1.43M -7,979 -79%
WMSA
517
Weiss Multi-Strategy Advisers
New York
– -$45M -262,000 Closed
CHP
518
Castle Hook Partners
New York
– -$27.8M -161,594 Closed
N
519
Natixis
France
– -$13.6M -78,946 Closed
Jane Street
520
Jane Street
New York
– -$11.9M -69,053 Closed
WCP
521
Waterfront Capital Partners
New York
– -$8.94M -52,000 Closed
MSL
522
Mackay Shields LLC
New York
– -$5.55M -32,315 Closed
JG
523
Jefferies Group
New York
– -$4.31M -25,097 Closed
ARTA
524
A.R.T. Advisors
New York
– -$3.27M -19,000 Closed
TCM
525
Teza Capital Management
Illinois
– -$2.86M -16,620 Closed
19 20
21
22 23

AVB Hedge Fund Activity: Q3 2018 in Review

516 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2018, worth a combined $23.4B — up 4.7% from $22.4B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AVB and 41 opened new positions — a net loss of 3 holders — while 187 trimmed existing stakes and 177 added.

The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $117M. The largest seller was Invesco, cutting an estimated $170M.

  • 516 institutional investors held AvalonBay Communities (AVB) as of Q3 2018, down from 523 in Q2 2018.
  • Funds reported $23.4B of AvalonBay Communities stock for Q3 2018, up 4.7% quarter-over-quarter.
  • 41 funds opened new AvalonBay Communities positions in Q3 2018 and 44 closed out, a net change of -3 holders.
  • The largest AvalonBay Communities buyer in Q3 2018 was CBRE Investment Management Listed Real Assets, an estimated $117M added.
  • The largest AvalonBay Communities seller in Q3 2018 was Invesco, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2018.