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AvalonBay Communities
AVB

389 hedge funds and large institutions have $15B invested in AvalonBay Communities in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 151 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

434% more call options, than puts

Call options by funds: $138M | Put options by funds: $25.9M

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

2% more funds holding

Funds holding: 381 → 389 (+8)

8% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 140

3.17% less ownership

Funds ownership: 100.85% → 97.68% (-3.2%)

10% less capital invested

Capital invested by funds: $16.6B → $15B (-$1.63B)

39% less funds holding in top 10

Funds holding in top 10: 23 → 14 (-9)

Holders
389
Holders Change
+8
Holders Change %
+2.1%
% of All Funds
11.29%
Holding in Top 10
14
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-39.13%
% of All Funds
0.41%
New
44
Increased
151
Reduced
140
Closed
36
Calls
$138M
Puts
$25.9M
Net Calls
+$112M
Net Calls Change
+$83.2M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$155M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$78.1M
3
Barclays
Barclays
United Kingdom
+$43.8M
4
Goldman Sachs
Goldman Sachs
New York
+$39.5M
5
BC
Brookfield Corp
Ontario, Canada
+$31.4M

Top Sellers

1
LBH
Lehman Brothers Holdings
New York
-$892M
2
EVM
Eaton Vance Management
Massachusetts
-$103M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.2M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$78.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$65.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$53.5M +$5.62M +45,625 +11%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$48.2M -$2.11M -17,125 -4%
AIM
53
abrdn Investment Management
United Kingdom
$47.6M +$1.01M +8,201 +2%
PHAM
54
Pacific Heights Asset Management
California
$47.3M -$12.3M -100,000 -20%
Charles Schwab
55
Charles Schwab
California
$47.1M +$286K +2,319 +0.6%
DSA
56
Davis Selected Advisers
Arizona
$45.4M +$852K +6,916 +2%
SRES
57
Starwood Real Estate Securities
Connecticut
$45.3M +$14.9M +120,802 +46%
Wells Fargo
58
Wells Fargo
California
$44.7M -$12.8M -104,106 -22%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$42.8M +$188K +1,524 +0.4%
HRES
60
Heitman Real Estate Securities
Illinois
$42M -$19.9M -161,211 -31%
Bank of America
61
Bank of America
North Carolina
$42M -$8.64M -70,109 -16%
BlackRock
62
BlackRock
New York
$41.4M +$3.73M +30,268 +9%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$40.7M -$1.12M -9,100 -3%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$40.3M +$5.78M +46,896 +16%
American Century Companies
65
American Century Companies
Missouri
$37.9M +$2.06M +16,700 +5%
TIAAOA
66
Teachers Insurance & Annuity Association of America
New York
$37.4M -$613K -4,980 -2%
WBC
67
Westpac Banking Corp
Australia
$36.5M -$2.8M -22,741 -7%
MAA
68
Managed Account Advisors
New Jersey
$34.9M -$3.37M -27,323 -8%
NFA
69
Nationwide Fund Advisors
Ohio
$33.8M +$4.53M +36,788 +15%
TG
70
TCW Group
California
$31.7M +$7.25M +58,846 +28%
Massachusetts Financial Services
71
Massachusetts Financial Services
Massachusetts
$31.5M +$2.35M +19,090 +8%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.6M +$1.77M +14,390 +6%
Macquarie Group
73
Macquarie Group
Australia
$28.4M -$16M -129,679 -35%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$27.7M +$197K +1,600 +0.7%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$27.1M -$416K -3,378 -1%
1 2
3
4 5

AVB Hedge Fund Activity: Q4 2013 in Review

389 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2013, worth a combined $15B — down 9.8% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVB positions and 36 closed out — a net gain of 8 holders — while 151 added to existing stakes and 140 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Lehman Brothers Holdings, exiting entirely with an estimated $892M sold.

  • 389 institutional investors held AvalonBay Communities (AVB) as of Q4 2013, up from 381 in Q3 2013.
  • Funds reported $15B of AvalonBay Communities stock for Q4 2013, down 9.8% quarter-over-quarter.
  • 44 funds opened new AvalonBay Communities positions in Q4 2013 and 36 closed out, a net change of +8 holders.
  • The largest AvalonBay Communities buyer in Q4 2013 was JP Morgan Chase, an estimated $155M added.
  • The largest AvalonBay Communities seller in Q4 2013 was Lehman Brothers Holdings, an estimated $892M sold.

Based on aggregated 13F filings for Q4 2013.