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AvalonBay Communities

547 hedge funds and large institutions have $28.1B invested in AvalonBay Communities in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 218 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $77.3M | Put options by funds: $53.8M

19% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 183

6% more capital invested

Capital invested by funds: $26.5B → $28.1B (+$1.57B)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0% less funds holding

Funds holding: 549547 (-2)

0.38% less ownership

Funds ownership: 93.72%93.34% (-0.38%)

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.33%
New
43
Increased
218
Reduced
183
Closed
43
Calls
$77.3M
Puts
$53.8M
Net Calls
+$23.6M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
Evolution Wealth Advisors
Florida
$5K
ECM
527
EII Capital Management
New York
$4.13K -$420K -2,009 -9%
OSAM
528
O'Shaughnessy Asset Management
Connecticut
$4K
LWM
529
Liberty Wealth Management
California
$4K +$2.72K +13 +260%
ED
530
Exane Derivatives
France
$3.23K -$1.67K -8 -35%
LGWM
531
Litman Gregory Wealth Management
California
$3K -$2.72K -13 -48%
AF
532
Advisornet Financial
Minnesota
$3K
LWM
533
Lenox Wealth Management
Ohio
$3K
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$3K
HPC
535
HM Payson & Co
Maine
$3K +$3.14K +15 New
AA
536
Advisory Alpha
Michigan
$2.41K +$2.3K +11 New
BWM
537
BerganKDV Wealth Management
Minnesota
$2K
GWS
538
Glassman Wealth Services
Virginia
$2K
GWMIA
539
Global Wealth Management Investment Advisory
Florida
$2K
WWM
540
Willingdon Wealth Management
North Carolina
$2K +$1.46K +7 New
FPFS
541
First Personal Financial Services
North Carolina
$2K +$1.67K +8 New
BC
542
Barnett & Company
Tennessee
$2K +$1.88K +9 New
CIR
543
Clear Investment Research
Georgia
$1K
TWA
544
TCI Wealth Advisors
Arizona
$1K
CFG
545
Citizens Financial Group
Rhode Island
$1K +$836 +4 New
GT
546
Glenmede Trust
Pennsylvania
$472 -$7.32K -35 -2%
BC
547
Brookfield Corp
Ontario, Canada
-$280M -1,377,452 Closed
CBOA
548
Commonwealth Bank of Australia
Australia
-$37.9M -186,759 Closed
QT
549
Quantbot Technologies
New York
-$6.5M -31,989 Closed
QSS
550
Quantitative Systematic Strategies
Florida
-$5.22M -25,703 Closed