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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
WAM
601
Wolverine Asset Management
Illinois
– -$2.08M -9,650 Closed
HighTower Advisors
602
HighTower Advisors
Illinois
– -$1.59M -7,399 Closed
ECM
603
Element Capital Management
New York
– -$1.29M -6,014 Closed
LCM
604
Landscape Capital Management
New Jersey
– -$859K -3,989 Closed
BHWM
605
Bar Harbor Wealth Management
New Hampshire
– -$475K -2,205 Closed
JIP
606
Jaffetilchin Investment Partners
Florida
– -$397K -1,843 Closed
USAA
607
United Services Automobile Association
Texas
– -$274K -1,271 Closed
AI
608
Atom Investors
Texas
– -$230K -1,069 Closed
Acadian Asset Management
609
Acadian Asset Management
Massachusetts
– -$230K -1,066 Closed
MML Investors Services
610
MML Investors Services
Massachusetts
– -$212K -983 Closed
MF
611
Magnetar Financial
Illinois
– -$205K -950 Closed
NCM
612
Nelson Capital Management
California
– -$88K -409 Closed
CG
613
Cutler Group
California
– -$84.6K -395 Closed
KWA
614
KCS Wealth Advisory
California
– -$67K -311 Closed
CJA
615
C-J Advisory
California
– -$20K -92 Closed
GSWM
616
Golden State Wealth Management
California
– -$15K -69 Closed
BL
617
Balentine LLC
Georgia
– -$14K -66 Closed
SWP
618
Strategic Wealth Partners
Ohio
– -$10.8K -50 Closed
TCOV
619
Trust Company of Vermont
Vermont
– -$7K -31 Closed
GWAG
620
Garrett Wealth Advisory Group
Texas
– -$5.81K -27 Closed
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$6K -26 Closed
LGWM
622
Litman Gregory Wealth Management
California
– -$3K -14 Closed
AA
623
Advisory Alpha
Michigan
– -$2.41K -11 Closed
GWMIA
624
Global Wealth Management Investment Advisory
Florida
– -$2K -8 Closed
WWM
625
Willingdon Wealth Management
North Carolina
– -$2K -7 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.