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AvalonBay Communities
AVB

592 hedge funds and large institutions have $27.5B invested in AvalonBay Communities in 2019 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 226 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $26.2M

157% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 35

23% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 184

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

8% more funds holding

Funds holding: 547 → 592 (+45)

0.68% more ownership

Funds ownership: 93.34% → 94.02% (+0.68%)

2% less capital invested

Capital invested by funds: $28.1B → $27.5B (-$538M)

Holders
592
Holders Change
+45
Holders Change %
+8.23%
% of All Funds
11.67%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
90
Increased
226
Reduced
184
Closed
35
Calls
$68.6M
Puts
$26.2M
Net Calls
+$42.3M
Net Calls Change
+$18.8M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$338M
2
Cohen & Steers
Cohen & Steers
New York
+$196M
3
JP Morgan Chase
JP Morgan Chase
New York
+$186M
4
Ameriprise
Ameriprise
Minnesota
+$68.9M
5
EVM
Eaton Vance Management
Massachusetts
+$50.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$321M
2
State Street
State Street
Massachusetts
-$139M
3
Renaissance Technologies
Renaissance Technologies
New York
-$103M
4
CIM
Centersquare Investment Management
Pennsylvania
-$85.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
576
Sowell Financial Services
Arkansas
$4K +$4.28K +20 New
SL
577
Savior LLC
Massachusetts
$4K +$4.5K +21 New
ECM
578
EII Capital Management
New York
$3.67K -$361K -1,687 -9%
ED
579
Exane Derivatives
France
$3.18K – – –
AF
580
Advisornet Financial
Minnesota
$3K – – –
HPC
581
HM Payson & Co
Maine
$3K – – –
LWM
582
Lenox Wealth Management
Ohio
$3K – – –
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
TWA
584
TCI Wealth Advisors
Arizona
$3K +$2.14K +10 +167%
CWA
585
Capital Wealth Alliance
Arizona
$3K +$3K +14 New
TI
586
tru Independence
Oregon
$3K +$4.93K +23 New
FPFS
587
First Personal Financial Services
North Carolina
$2K – – –
BWM
588
BerganKDV Wealth Management
Minnesota
$2K +$857 +4 +57%
RCM
589
RVB Capital Management
New York
$1.99K +$2.04M +9,500 New
AWA
590
Arkadios Wealth Advisors
Georgia
$1.13K +$1.07K +5 New
KPW
591
Kore Private Wealth
New York
$1K +$1.28K +6 New
PW
592
Price Wealth
Texas
$1K +$1.28K +6 New
PGAM
593
Princeton Global Asset Management
New Jersey
$16 +$16.7K +78 New
CC
594
Carlson Capital
Texas
– -$34.6M -160,570 Closed
Balyasny Asset Management
595
Balyasny Asset Management
Illinois
– -$24.2M -112,290 Closed
AIM
596
Artemis Investment Management
United Kingdom
– -$23.5M -109,393 Closed
SCM
597
Sandler Capital Management
New York
– -$16.1M -74,603 Closed
LSA
598
L & S Advisors
California
– -$5.8M -26,918 Closed
ZIG
599
Zurich Insurance Group
Switzerland
– -$4.63M -21,523 Closed
Point72 Asset Management
600
Point72 Asset Management
Connecticut
– -$2.89M -13,441 Closed
22 23
24
25 26

AVB Hedge Fund Activity: Q4 2019 in Review

592 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2019, worth a combined $27.5B — down 1.9% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AVB positions and 35 closed out — a net gain of 55 holders — while 226 added to existing stakes and 184 trimmed.

The largest buyer was Norges Bank, adding an estimated $338M. The largest seller was T. Rowe Price Associates, cutting an estimated $321M.

  • 592 institutional investors held AvalonBay Communities (AVB) as of Q4 2019, up from 547 in Q3 2019.
  • Funds reported $27.5B of AvalonBay Communities stock for Q4 2019, down 1.9% quarter-over-quarter.
  • 90 funds opened new AvalonBay Communities positions in Q4 2019 and 35 closed out, a net change of +55 holders.
  • The largest AvalonBay Communities buyer in Q4 2019 was Norges Bank, an estimated $338M added.
  • The largest AvalonBay Communities seller in Q4 2019 was T. Rowe Price Associates, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2019.