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AvalonBay Communities

551 hedge funds and large institutions have $22.4B invested in AvalonBay Communities in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 187 increasing their positions, 180 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 51

29% more call options, than puts

Call options by funds: $68.8M | Put options by funds: $53.3M

7% more funds holding

Funds holding: 516551 (+35)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 180

0.21% less ownership

Funds ownership: 93.63%93.43% (-0.21%)

4% less capital invested

Capital invested by funds: $23.4B → $22.4B (-$1B)

Holders
551
Holders Change
+35
Holders Change %
+6.78%
% of All Funds
12.28%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.49%
New
88
Increased
187
Reduced
180
Closed
51
Calls
$68.8M
Puts
$53.3M
Net Calls
+$15.6M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
526
Global Retirement Partners
California
$7K -$1.63K -9 -18%
AC
527
Avestar Capital
New York
$7K
TFO
528
Tarbox Family Office
California
$7K
BCI
529
Brinker Capital Investments
Pennsylvania
$7K +$7.41K +41 New
BL
530
Balentine LLC
Georgia
$6K +$5.78K +32 New
PWM
531
PRW Wealth Management
Massachusetts
$6K +$5.78K +32 New
WPA
532
West Paces Advisors
Georgia
$5.22K
AF
533
Arrow Financial
New York
$5K
CHP
534
Cable Hill Partners
Oregon
$5K
SWA
535
Sutton Wealth Advisors
Florida
$3.48K
Schroder Investment Management Group
536
Schroder Investment Management Group
United Kingdom
$3.26K
ESB
537
Essex Savings Bank
Connecticut
$3K +$3.61K +20 New
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$2.79K
DBT
539
Dubuque Bank & Trust
Iowa
$2K
LWM
540
Lenox Wealth Management
Ohio
$2K
TWA
541
TCI Wealth Advisors
Arizona
$2K +$723 +4 +67%
AIC
542
Ameritas Investment Company
Nebraska
$2K +$1.99K +11 New
NFG
543
Next Financial Group
Texas
$1K -$17.2K -95 -95%
CFGS
544
Concourse Financial Group Securities
Alabama
$1K -$11.6K -64 -85%
CIR
545
Clear Investment Research
Georgia
$1K
WTB
546
Washington Trust Bank
Washington
$1K
APW
547
Acima Private Wealth
Virginia
$1K +$542 +3 New
BFEC
548
Benjamin F. Edwards & Company
Missouri
$1K +$723 +4 New
FTI
549
Fiduciary Trust International
Massachusetts
$1K +$903 +5 New
BWM
550
BerganKDV Wealth Management
Minnesota
$1K +$1.26K +7 New